Pro tier (Freemium) Go Live Checklist – Help Center

Overview

This guide will help you get your service up and running with the Cleeng freemium (Pro) plan in just a few simple steps. The entire process is designed for self-service: no advanced technical skills are required, and each step can be completed quickly. Most users can complete the setup in under 60 minutes.

Follow this checklist to create your account, set up your offers, and verify your access. If you need more details at any step, helpful links and tips are provided throughout.

Freemium (Pro) Go Live Checklist

1. Create a Cleeng account

Complete the registration form.
Set your default currency: This currency will be used for your main offers and shown in your dashboard revenue reports.

Note: You can only change the default currency before making your first sale. After registration, you can create offer localizations in other currencies to reach different regions or audiences.

2. Create an offer

Create your first offer: a subscription, pass, live event, or one-time purchase.
Follow the demo:
For more details, see the step-by-step guide for the offer type you want to set up:

3. Activate digital subscriptions on your website

3.1 Define the pricing page

Create a page on your website that displays your offers to customers. This page acts as the entry point for subscribers to view your pricing and choose a plan.

You are free to design and structure the page according to your branding strategy.
Cleeng provides a simple HTML snippet you can use as a starting point.

Note: This is not a Cleeng-hosted solution.
For details, see the Implementing Offer Pricing Page guide.

3.2 Add signup functionality
Enable customers to register and sign in directly from your website using the Auth Hosted Widget. This widget manages the authentication flow, including registration, login, and password reset, ensuring secure handling of identity data.

Embed the widget using the authorization hosted widget guide.
To customize colors, fonts, and logo, use the dashboard configuration instructions.

Note: If you use your own authentication system (e.g. Okta, Auth0), make sure to select the External option for Identity Provider settings in the Cleeng Dashboard (see more in the dashboard configuration instructions).

This will prevent Cleeng from displaying registration or login forms, as well as the update profile section of the user account widget.

3.3 Embed the checkout
Enable customers to complete purchases directly on your website with the Checkout Hosted Widget. This widget manages the entire transaction flow, including payment processing, subscription activation, and supported payment methods, without requiring custom payment form development or exposing sensitive payment data.

Embed the checkout widget on your website using the checkout hosted widget guide.
To configure legal URLs, redirect URLs, and checkout page appearance, use the dashboard configuration instructions.

Note:

Embedding the checkout widget will automatically enable Cleeng’s Merchant solution, handling payment processing, tax, and compliance for you. Learn more about the benefits of using Merchant.
Checkout will only work for your end users after you complete the final verification step.

4. Improve your end-user satisfaction

4.1 Enable Customer Care service
Add customer support functionality to your website with Cleeng’s Hosted Customer Care widget. This solution combines a pre-built Help Center and access to Cleeng’s expert support team, giving your subscribers both self-service options and direct assistance without requiring you to build custom care operations.

Embed the widget using the dashboard configuration guide.

4.2 Integrate the account section
Add account management functionality to your website using the Account Hosted Widget. This widget lets customers securely update personal details and manage their subscriptions, with all personal and billing data handled by Cleeng.

Embed the widget using the account hosted widget guide.
To customize colors, fonts, and logo, use the dashboard configuration instructions.

5. Account verification

Complete the identity verification process to activate your account and enable payments. You will need a valid photo ID and a device with a camera.

For detailed instructions and information on data security, see Cleeng Pro: identity verification.

Recommended next steps

Maintain synchronized authentication state and access customer information through Cleeng's API: Retrieving Customer Details. Here you obtain JSON Web Token (JWT) that can be further used to perform entitlement checks using MediaStore API.
Implement entitlement checks on your side. While Cleeng serves as the entitlement central source of truth for subscription and access rights, you are responsible for the final access-control logic.
Make a test purchase: Test your checkout widget implementation by purchasing your own offer.
Note: Once you make your first sale:
- You cannot change your account's default currency.
- The demo data displayed in the Cleeng Dashboard will be replaced with your actual analytics.

Connect App Store analytics: Integrate your Apple App Store Connect data with Cleeng to track and analyze mobile subscription performance in one place. The Apple Analytics Dashboard automatically ingests key metrics, such as revenue, subscriber counts, growth trends, and retention, so you do not need to manage manual exports or connect third-party analytics tools.

- Follow the one-time setup steps in the Apple Analytics Dashboard guide.
- Access the dashboard via Cleeng Dashboard > Analytics > Apple Analytics.

Note: This integration is only analytics-related. Apple IAP management requires additional setup.
Customize branding in your transactional emails: Transactional emails are automatically sent to customers after specific actions, such as registration or password reset requests.
To adjust their appearance or turn off selected emails, follow the branding customization setup guide for transactional emails.
Add other admins: Add additional admins and assign specific permissions based on their role. Read more about managing admin accounts and permissions
Add your payout information: If you are using Cleeng Merchant, set up where you want to receive your payouts. Go to Dashboard > Admin & Tools > Account > Billing Information to enter your bank details. Read more about payouts in Cleeng.
Sign up for our release notes, and bookmark status.cleeng.com for operational updates.

Verify Transaction Flow & Architecture

Before going live on the Cleeng Pro plan, ensure you have correctly implemented the transaction and access flow. Remember that in this setup, Cleeng acts strictly as your Register and Paywall central source of truth, while you continue to host and serve the videos on your own infrastructure.

Checklist:

Offer Setup: All required offers (e.g. live events, subscriptions) have been created and configured in the Cleeng dashboard.
Registration & Authentication: User registration is fully integrated, utilizing either Cleeng SSO or your external SSO solution.
Checkout: The Cleeng checkout widget is successfully embedded, and test users can complete offer purchases.
Hosting & Player Integration: Your OVP (Online Video Player) is correctly embedded and hosted on your website.
Entitlement Checks: Your system is configured to perform an entitlement check against the Cleeng API whenever a registered user attempts to watch content.
Playback Decision Logic: Your platform's access control logic correctly enforces the Cleeng entitlement response:
- Access is granted and video plays if the Cleeng response is true (e.g., accessGranted: true).
- Access is blocked and the user is prompted to purchase/subscribe if the response is not true.

Important Note: The final access-control logic (allowing or blocking playback) is implemented on your side. Cleeng serves as the central source of truth for subscription states and access rights, calculating the complex billing logic so your application doesn't have to.