Brand Partner Enrollment & Upgrade

Replace the fragmented Trinity enrollment with a unified, EllieMD-hosted flow. Eliminate duplicate account creation, clarify what partners get, and adapt to logged-in state via SSO.

Problem

Enrollment split across EllieMD and Trinity. Confusing language, duplicate accounts, dated UI, incorrect tech fee amount in ICA ($5 vs $8).

Solution

Single EllieMD-hosted enrollment ($79 includes first month tech fee). SSO creates both accounts. Replicated site name collected with validation. Month-to-month, cancel in writing.

Deliverables

SSO Integration with Trinity Engineering

Detect logged-in state, pre-populate upgrades, seamless BackOffice access.

Unified Enrollment Page (EllieMD-Hosted) Design + Eng

Replace Trinity's 5-screen flow. Collect replicated website name with validation. Creates both accounts. Supports future upsell.

Redesigned Join Us Page Design

Single entry point. Clear routing for new users and customer upgrades. Portal upgrade goes to pre-filled form.

SSO-Driven User States

New User (Logged Out)

Full enrollment form including replicated website name. Creates BP + customer account. $79 due today.

Customer Upgrade (Logged In)

Pre-filled form via SSO. Still needs replicated website name. Upgrades existing account.

Enrollment Journey

Join Us Page

Entry point + routing

Enrollment Form

Unified registration

Review & Pay

Summary + payment

Confirmation

Success + next steps

Key Decisions

✓Single entry point replaces two buttons

✓SSO detects state, adapts UI

✓Unified form creates both accounts

✓Tech fee is $8/mo (included in $79 enrollment)

✓Replicated Website Name collected during enrollment

✓Name validation: blacklist + availability check

✓Month-to-month agreement, cancel in writing

✓Portal upgrade goes to pre-filled form

✓Same form for Independent and Business (no EIN)

✓Consolidated consent (single checkbox)