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Create a Plan

You can add new plans to a product at any time.

Instructions​

  1. Select Products from the navigation menu on the left-hand side.
  2. Select the product you want to configure.
  3. Select the Plans tab.
  4. Select Add Plan.
  5. 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.
  6. Select Next.
  7. Complete the fields in the Pricing section:
    • How often does this subscription cycle? - Select the time period from the drop-down. The options depend on the plan type.
      • The options are Year, Month or Day.
    • What is the plans billing model? - 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.
  8. Select Next.
  9. If you have features on this product, complete the fields in the Assign Values tab. You must assign a relevant value for this plan for each feature in your product.
    • You may optionally create additional features here too. If you have other plans on the current product, you will be prompted to assign them values for the new featue.
  10. 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.