Customer Journey — Step by Step
Level: Visitor
Estimated time: 10-15 min
Last updated: 2026-04-15
1. Pricing Page
Public pricing page showing available plans for the SaaS products
Tip: Visitar página de preços para escolher um plano
2. Pricing Plan Cards
Individual cards with plan details for Starter, Business, Professional and Enterprise
3. Business Plan Selection
Pricing page with the Business plan highlighted for selection
4. Checkout — Plan Selected
Redirect to checkout after selecting the Business plan
Tip: Seleccionar plano Business e ir para checkout
5. Order Summary
Checkout page with order summary for the Business plan
Tip: Ver resumo antes de pagar
6. Checkout Elements
Verification of key elements: plan name, price and payment button
7. Account Registration
New account registration page with personal data form
Tip: Criar uma conta nova na plataforma
8. Registration Form Fields
Registration form fields: email, password and submit button
9. Client Login
Client successfully authenticated and redirected to the portal
Tip: Aceder ao portal do cliente
10. Client Portal Dashboard
Main client portal dashboard with KPI cards for services, tickets and invoices
Tip: Ver resumo das suas subscrições e estado da conta
11. Portal KPI Cards
Dashboard with 7 client metric cards
12. My Services
Client portal services page showing list of active subscriptions
Tip: Ver os seus serviços activos
13. Services List State
Services state: empty state
14. My Invoices
Client portal invoices page showing billing history
Tip: Consultar o histórico de facturas
15. Invoices List State
Invoices state: empty state
16. Payments
Portal payments page with Stripe Connect status and payment methods
Tip: Gerir métodos de pagamento e ver estado do Stripe
17. Payments State
Payments section state: info Stripe visível
18. Support Tickets
Client portal support tickets page with list of help requests
Tip: Ver tickets de suporte abertos
19. Tickets List State
Tickets state: empty state. New ticket button: true
20. My Profile
Client profile page with personal data and account settings
Tip: Ver e editar dados do perfil
21. Profile Fields
Editable profile fields: name and email address
22. User Guide
User guide page in the client portal with documentation and tutorials
Tip: Consultar guias e tutoriais da plataforma
23. Guide Content
Guide state: heading visível
24. My Subscription
Client portal subscription page with details of the current plan
Tip: Ver detalhes da subscrição actual
25. Subscription State
Subscription state: página carregada. Upgrade button: false
26. Admin Dashboard
Administration dashboard with global KPIs for revenue, clients and subscriptions
Tip: Ver estado global da plataforma e métricas de negócio
27. Admin Dashboard Elements
11 KPI cards, chart=false, table=false
28. Stripe Management
Admin Stripe management page with payment KPIs, connected accounts and volume
Tip: Gerir contas Stripe e monitorizar pagamentos
29. Stripe Management State
Stripe management page state: tabela visível
Guide generated automatically from E2E system tests.