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Account Activation

This guide explains step by step how to activate your consultant account in the Family Navigator application by completing the payment process.

Overview​

As a Primary Consultant, you need to activate your account before you can access the full features of the application. The activation process involves selecting a payment plan and completing a secure payment through Stripe.

Step 1: Access the Activation Page​

After logging in with an unactivated account, you will be automatically redirected to the Account Activation page. If you are not redirected, you can access it directly from the URL: /activate-user.

Account Activation page

Step 2: Review Available Packages​

On the activation page, you will see the available assessment packages. Each package includes:

  • Package Name: The name of the activation package
  • Price: The cost in US dollars

Available packages

Step 3: Select Your Package​

Click on the package card you want to purchase. The selected package will be highlighted.

Selected package

Step 4: Proceed to Payment​

Click the "Select & Proceed" button on your chosen package. This will:

  1. Create a secure checkout session
  2. Redirect you to Stripe's secure payment page

Select & Proceed button

Note: The button will show "Processing..." while the checkout session is being created. Please wait for the redirect.

Step 5: Complete Payment on Stripe​

You will be redirected to Stripe's secure checkout page. Here you need to:

  1. Enter Card Information:

    • Card number
    • Expiration date
    • CVC (security code)
    • Billing ZIP code

  2. Review Payment Details:

    • Verify the amount
    • Check the product name
    • Confirm your email address

Stripe checkout page

  1. Click "Pay" to complete the transaction

Step 6: Payment Processing​

After clicking "Pay", Stripe will process your payment. This may take a few seconds. You will see a loading indicator during this process.

Step 7: Payment Success​

Once your payment is successfully processed, you will be automatically redirected back to the Family Navigator application. You will see a success message:

Payment success message

The system will:

  • Confirm your payment with the backend
  • Update your account status to "PAID"
  • Automatically redirect you to the dashboard

Note: The redirect may take a few seconds while the system updates your account status. Please wait for the automatic redirect.

Step 8: Access Your Dashboard​

After successful activation, you will be redirected to the main dashboard where you can:

  • Manage family assessments
  • View reports
  • Access all application features

Canceling Payment​

If you need to cancel the payment process:

  1. Click the "Cancel" button on the Stripe checkout page
  2. You will be redirected back to the activation page
  3. A cancellation message will be displayed
  4. You can try again by selecting a package and clicking "Select & Proceed"

Troubleshooting​

Payment Not Processing​

  • Check your internet connection: Ensure you have a stable internet connection
  • Verify card details: Make sure all card information is correct
  • Check card balance: Ensure your card has sufficient funds
  • Try a different card: Some cards may have restrictions

Redirect Not Working​

  • Wait a few seconds: The redirect may take 5-10 seconds after payment
  • Check browser popup blocker: Ensure popups are not blocked
  • Refresh the page: If stuck, refresh and check your account status
  • Log out and log back in: This will refresh your session

Account Status Not Updated​

  • Wait for webhook processing: The system may take a few seconds to update
  • Check your email: You should receive a payment confirmation email
  • Contact support: If your account is not activated after 5 minutes, contact support

Error Messages​

  • "Failed to create checkout session": There may be a temporary server issue. Try again in a few moments.
  • "Payment Canceled": You canceled the payment. You can try again by selecting a package.
  • "Activation Failed": There was an error processing your payment. Verify your card details and try again.

Security Notes​

  • All payments are processed securely through Stripe
  • Your card information is never stored on our servers
  • Stripe is PCI-DSS compliant for secure payment processing
  • All transactions are encrypted

Payment Confirmation​

After successful payment, you will receive:

  1. On-screen confirmation: A success message in the application
  2. Email confirmation: A receipt email from Stripe (check your inbox)
  3. Updated account status: Your account will show as "PAID" in the system

Need Help?​

If you encounter any issues during the activation process:

  • Check the troubleshooting section above
  • Contact your system administrator
  • Reach out to support with your payment confirmation number