Create a Plan
You can add new plans to a product at any time.
Instructions
Select Products from the navigation menu on the left-hand side.
Select the product you want to configure.
Select the Plans tab.
Select Add Plan.
Complete the fields in the Plan Labels section:
- Plan Name - Name used in the Salable Dashboard.
- Plan Slug - The Plan slug is how the plan will be referenced by our API and various SDKs.
- Plan Description - Information shown in tooltips.
Select Next.
Complete the fields in the License Type section:
- What type of plan is this? - There are three different types of plans. Which option you choose changes the plan cycle options available.
- Standard plans are your typical Basic, Pro, Premium, etc plans that customers can sign up for and contain pre-defined sets of features.
- Bespoke plans are created for specific customers and contain custom feature sets and capabilities.
- Coming Soon plans allow you to display plans on the pricing table a checkout link.
- How often does this subscription cycle? - Select the time period from the drop-down. The options depend on the plan type.
- For Coming Soon and Standard, the options are Year or Month.
- For Bespoke the options are Year, Month or Day.
- Type or use the selector to choose an integer value.
- What type should each license have? - Select the pricing model you are using for this plan. The options are Flat rate, Usage or Per seat. You can read more about these in the Pricing Models article.
- Is this plan a free plan or a paid plan? - Select if you'd like your Plan to be a Paid Plan or a Free Plan.
- Does this plan have a trial? - Select Yes for the Plan to have a Trial Period attached to it. Trial periods are defined per day.
- Show in the default pricing table? - You can here pick whether the Plan is to be shown in the default pricing table.
- What type of plan is this? - There are three different types of plans. Which option you choose changes the plan cycle options available.
Select Next.
Complete the fields in the Assign Values tab. You must assign a relevant value for this plan for each feature in your product.
If you selected Usage as the License Type for the plan, you can specify here which feature is the basis for usage billing by selecting the appropriate radio button.
Select Next.
Complete the fields in the Capabilities tab. These are the capabilities you set up for your product. The Plan Slug will be added as a capability.
Select Create Plan.
The plan is now shown in the Plans tab. To make changes to the plan, select the Edit Icon next to the plan.