Plan Operations

 Let’s explore various actions you can do from a plan’s Details page.

Editing Plans

Editing a plan allows you to update the details of an existing subscription option. You can modify information such as plan name, pricing, billing frequency, features, or visibility settings as your business requirements change.

Here’s how to edit a plan:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the plan which you want to edit.
• Click Edit.
• Make the required changes.
• Click Save to save changes.

Once the changes are saved, the updated plan details will apply to new subscriptions created afterward. Existing subscriptions will remain unchanged.

Marking a Plan as Inactive or Active

Marking a plan as inactive allows you to make a subscription option unavailable for new subscriptions while retaining its existing data. Inactive plans can be reactivated at any time to resume availability.

Here’s how to mark a plan as inactive:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the plan which you want to mark as inactive.
• Click Mark as Inactive.

The plan will be marked as inactive. Once marked as inactive, the plan cannot be used for new subscriptions until it is reactivated.

To mark an inactive plan as active again:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the plan which you want to mark as active.
• Click Mark as Active.

The plan will be marked as active. Marking the plan as active again makes it available for use while preserving all historical subscription and configuration data.

Sharing Plans

Sharing a plan allows you to provide customers with a hosted payment page for subscriptions. This enables customers to subscribe to a plan directly via a URL, QR code, embedded iframe, or HTML button.

• Click the Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the plan for which you want to share a hosted payment page.
• Click Share Hosted Payment Page.
• Click + Include Addon to associate addons to the hosted page.
• Select a pricelist from the dropdown under Price List.
• You can share the hosted page in various modes.

Once shared, customers can access the plan through the selected mode URL, QR code, embedded iframe, or HTML button and complete their subscription seamlessly.

Cloning Plans

Cloning a plan allows you to create a new plan by copying the configuration of an existing one. This helps save time when creating similar plans with minor differences in pricing, features, or billing settings.

Here’s how to clone a plan:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the plan which you want to clone.
• Click the More icon at the top.
• Select Clone.
• Make the required changes and click Save.

Once cloned, the new plan will retain the configuration of the original plan. You can make any necessary changes before saving, ensuring that the cloned plan meets your requirements.

Related Reports

You can analyze plan related data such as subscriptions, usage, and revenue using reports. They provide useful insights into how your plans are performing and are commonly used for monitoring and decision making.

The following reports are related to the Plans module:

• Sales by Plan.
• MRR & ARR Reports.

Deleting Plans

You can delete a plan if it is no longer required and is not associated with any active subscriptions or transactions.

Here’s how to delete a plan:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the plan which you want to delete.
• Click the More icon at the top.
• Select Delete.
• Click OK to confirm the action.

Once deleted, the plan will be permanently removed and cannot be used for future subscriptions.