Configure plans

Offer multiple plans to allow users to choose one that's right for them. The product tile provides the initial product discovery in the marketplace. When the user double-clicks the product tile, they can view one or more plans. Plans can be the same product configuration offered with different payment methods, or plans can offer different levels of features.

Go to Products

  1. Find your product and click Edit.
  2. Under Plans, click Add+.
  3. Enter a plan name.
  4. Enter a short description.
  5. To add additional plans, click Duplicate or Add+.
  6. Click Save.

Example

Plan names

Add features to your plans

Typically, some features are common across all plans, while some vary among the plans.

  1. Under Features, click Included.
  2. Click Add+.
  3. Enter a feature name.
  4. For each plan, either:

    • Click to enter a checkmark.
    • Double-click to enter a string value.
    • Leave the field blank if the feature isn't included in the plan.
  5. Click Save.

Example

Plan features

Configure prices for your plans

Typically, prices include a one-time setup fee and some recurring fees.

  1. Under Price, click Edit.
  2. Click to select time periods:

    • One Time (setup fee)
    • Month
    • Quarter
    • Year
  3. For each plan, enter a price for the associated time period.

  4. Select when the billing cycle starts:

    • Subscription date: Subscription renews on the same day of the month that signup occurred
    • Beginning of the month: Subscription renews at the beginning of every month
    • Specific date: Subscription renews on a specific date.

      If you choose Beginning of the month or Specific date, the first bill is prorated. Suppose the customer signs up on the 12th and billing happens on the 15th. In this case, at the time of subscription an invoice is generated with two lines:

      • One for any setup fee
      • Another one for the prorated value of the recurring price for the days until the first renewal, in this case for three days

        And then a second invoice is generated on the 15th, with the price for the full month.

Example

You might charge a standard setup fee of $100, and a monthly fee that varies by plan type.

Plan pricing

Add optional features to your plans

Options are added features that end users can choose to purchase.

  1. Under Features, click Optional.
  2. Click Add+.
  3. Enter a feature name.
  4. For each plan, either:

    • Enter a checkmark
    • Enter a string value
    • Leave the field blank if the option cannot be added to the plan

Configure prices for your optional features

  1. Under Features, click Optional.
  2. Under Price, click Edit.
  3. Click to select time periods:

    • One Time (setup fee)
    • Month
    • Quarter
    • Year
  4. For each plan, enter a price for the associated time period. . (For monthly only) Select when the billing cycle starts:

    • Subscription date: Subscription renews on the same day of the month that signup occurred.
    • Beginning of the month: Subscription renews at the beginning of every month.
    • Specific date: Subscription renews on a specific date.
  5. (Optional) Require the feature.

    This is often used for regulatory fees or taxes that are not included in the base price, but need to be included on the invoice.

  6. (Optional) Force fixed quantity.

    This allows you to require that an option be purchased in groups, for example, seats must be bought in groups of five.

Example 1

Optional feature 1

Example 2

Optional feature 2