Creating the Plan item #
In the Products tab you can create a Plan for an already created product.
From the table, select the product you need at the moment and click on the button with three dots.
From the drop-down menu, select Create Plan, which will take you to the plan creation card with the product family row already filled in.
For easy identification of the plan, create a Custom Id by toggling the switch and filling in the string with characters that are convenient for your use.
Fill in the rows with the Name. Please note that the External Name will be reflected to customers in the Customer Portal.
Optionally fill in the description.
Complete the plan card with Tags listing the components of the plan.
If you do not want this plan to be reflected in the Portal, simply check the last box.
Click Create and the new plan will immediately appear in the Subscription Plans list.
To start using the plan, go to its card by clicking on its name and set at least one price for it.
Select the currency and frequency you are interested in and click Set Price.
Please note that all added currencies and frequencies are represented in the list for setting the price. You can complete these items in the Settings – Configure section.
In the price card as well as for the plan itself, optionally add Custom Id and be sure to fill in both lines with Name.
The next toggle switches on the Trial Period settings, which will start the subscription of the customer who selects this plan at the given price and frequency. Toggle the switch and in the lines that appear, set the length of the trial period.
Next, define the pricing model for the plan – whether it will be a flat fee or the final price will depend on the quantity.
Enter the plan price in the selected currency. Please note that for the Per Unit pricing model this will be the price per 1 unit.
Finally, specify whether the plan will be valid forever or only for a limited number of billing cycles. For the second option, specify the number of these cycles in the line that appears.
Finally click Create. Your new Plan is ready to be used in your customers’ subscriptions.
Viewing the Plan item #
If you want to view plans that belong to a specific product family of interest, you can do so by clicking View Plans in the product row.
You will see all plans in a table format directly in the Subscription Plans tab. From here you can edit them, set prices and manage the reflection in the Portal.
