> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sequencehq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Self-serve sign-up flow

> Using the Sequence API in your self-serve sign-up flow

If you're looking to automate billing for customers who self-serve sign up or upgrade, setting up a connector between your onboarding or checkout flow and Sequence is essential.

### Sign-Up flow

Automatically bill a customer via Sequence once they've signed up via your website.

**1. Create customer record in Sequence**

Your customer visits your website and selects a pricing plan. They enter their details, including payment information, for example via a white-labeled Stripe checkout form. Use the [Customers](https://docs.sequencehq.com/reference/latest/customer/create-customer.md) endpoint to create a customer record in Sequence.

**2. Associate payment method (if using Stripe)**

If you're using Stripe to collect payment details from your customers during onboarding, you can [associate their Stripe payment details](https://docs.sequencehq.com/connectors/stripe.md#add-stripe-customers-as-part-of-your-onboarding) with your customer in Sequence.

**3. Create billing schedule**

Use the [Billing schedule endpoint](https://docs.sequencehq.com/reference/latest/billing/create-billing-schedule.md) to create and initiate the billing schedule based on the selected pricing plan. Learn more about self-serve pricing plans [here](https://docs.sequencehq.com/plans-products/self-serve-plans.md).
Sequence handles billing and invoicing, auto-charging customers since payment details are stored.

### Upgrade flow

When a customer upgrades to a different plan, use the [Billing Schedule update endpoint](https://docs.sequencehq.com/reference/latest/billing/update-billing-schedule.md) to update their existing billing schedule and account for the new pricing plan by adding a new phase to the schedule.
Manual review may be necessary to ensure proper handling of the changes.

> [!TIP]
>
> Speak to the Sequence to get help in designing your self-serve sign-up connector.


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