Skip to content

Expensify Flow Example: Changing payment card

Preview this Expensify user flow: Changing payment card. Explore the opening screens.

User reviews Nicelydone Growth order summary and enters payment details on checkout form in sandbox mode

User enters billing details, selects payment method, reviews order summary, and confirms upgrade to Premium plan inside a checkout modal, handling loading and error states

User opens Add Payment Method modal from billing settings and fills credit card and address details, encountering loading and connection error states

Alloy logo
Nicely Done » New view screen
Nicely Done » New view screen

User opens billing settings overlay showing free plan and enters credit card details to upgrade to Pro

Viewing and editing organization profile details including logo, name, and slug from settings

User opens studio settings general tab to review and edit name, lobby waiting room, design customization, transcript language, and remove studio option

User opens edit retention modal from datasets settings and configures retention period with name confirmation for a dataset

Viewing workspace identifiers, data retention policies, rate limits, and updating workspace name on the settings page

User opens account settings page and triggers change password modal requiring current password plus new password confirmation

Accessing account settings page to edit full name, upload avatar, and access account deletion option

Dock logo
Dock · Settings screen
Dock · Settings screen
Dock · Settings screen

User starts in Billing Settings to compare Free/Standard/Premium/Enterprise plans then completes checkout by entering billing address, payment method, and reviewing order to upgrade.

User views and edits organization name, billing email, and VAT number on the General settings page in Bloom, with an error shown on save attempt

Explore the full SaaS flow library

Browse the full SaaS flow library.

Trusted by the best teams