Direct purchase links finish onboarding

If you bought a FirstSales plan through a direct purchase link and the plan didn't seem to attach to your account the way it should have, that's fixed. Direct purchase links now finish onboarding correctly, whether you're logging into an existing account or setting up a brand new organization for the first time.

What changed

A direct purchase link lets someone buy a specific FirstSales plan without going through the standard signup and pricing flow first. Previously, that path had two related gaps. First, the plan you'd purchased could fail to attach properly the first time you logged in after buying, so your account didn't reflect what you'd actually paid for. Second, if your purchase was tied to creating a brand new organization rather than an existing one, the purchase claim didn't reliably carry over into that new organization once it was created, which could leave the new org without the plan you bought for it.

Both of those are fixed now. When you buy through a direct purchase link, the plan attaches to your account correctly on your first login, and a welcome email confirms the purchase went through. If your purchase involves creating a new organization as part of onboarding, the purchase claim now follows you into that organization once it's created, instead of the connection between your purchase and your new org getting dropped along the way.

How to use it

If you're buying a FirstSales plan through a direct purchase link, complete the purchase and then log in as you normally would. Your plan should now be attached to your account automatically, and you'll receive a welcome email confirming your purchase.

If your onboarding flow involves creating a new organization, whether because this is your first time signing up or you're setting up a separate workspace, go through that setup as prompted. The plan tied to your purchase link now carries into the new organization automatically as part of that flow, so you shouldn't need to manually apply a plan or contact support to get it attached.

If you purchased through a direct link before this fix and are still seeing an account that doesn't reflect your plan, reach out to support so the purchase can be reconciled on your account directly.

The welcome email confirmation matters here for a practical reason beyond reassurance: it gives you a written record that the purchase went through and which plan it attached, which is useful if you ever need to reference it later, whether that's for your own records or if a question comes up about billing.

The organization-creation path is worth calling out specifically because it's the scenario where the old gap was easiest to hit without realizing it. If you're buying FirstSales for the first time and the purchase flow has you create a new organization as part of getting started, that's the exact moment where a plan needed to travel with you from checkout into a workspace that didn't exist yet at the time you paid. That hand-off is what's fixed: the system now tracks the purchase claim through organization creation instead of treating the new organization as a blank slate disconnected from what you just bought.

Why it matters

Buying a product and then finding your account doesn't show what you paid for is one of the worst first impressions a purchase flow can leave. It creates doubt about whether the purchase actually went through at all, even when the payment itself was successful, and it means extra back-and-forth with support to sort out something that should have been automatic.

This matters even more for anyone whose purchase is tied to setting up a brand new organization, since that's often someone's very first interaction with FirstSales as a product. Losing the connection between a purchase and a freshly created organization at that exact moment, right when someone is forming their first impression of whether the product works the way it's supposed to, is a bad place for a gap to exist. Fixing it means a direct purchase link does what it promises: pay once, log in, and your plan is there, whether you're joining an existing account or starting a new one from scratch.

This also matters for anyone sharing a direct purchase link on someone else's behalf, for example a link sent by a partner, an affiliate, or as part of a promotion. The person completing the purchase shouldn't need to know anything about how FirstSales handles plan attachment internally; they should just be able to buy, log in, and have the product reflect what they paid for, whether they're joining an account that already exists or standing up a brand new one as part of that same flow.

If you run into any purchase that still doesn't look right after this fix, checking your welcome email first is a good starting point: it confirms both that the purchase was received and which plan it was tied to, which is usually enough to tell whether the issue is with the purchase itself or with something else on your account that support can help sort out directly.

Getting the very first interaction after a purchase right, seeing your plan already attached the moment you log in, sets the tone for everything that follows, which is exactly why this was worth fixing at the root rather than patching around it case by case.

If you've referred someone to FirstSales through a direct purchase link recently, it's worth confirming with them that their plan shows up correctly now, especially if their purchase predates this fix.

The underlying goal here is simple: paying for FirstSales through a direct link should feel exactly as reliable as paying through the standard signup flow, with no extra steps and no need to double check that the purchase actually stuck.

In short, buy, log in, and the plan is already there, whether you're an existing customer or brand new, and whether you're joining an account or creating one for the first time.

Availability

This fix is live for all new purchases made through a direct purchase link, for both existing accounts and newly created organizations.