Accessing the Products Page
Navigate to the Products tab in your dashboard sidebar. This is your central hub for managing all plans, features, and rewards.Creating Your First Product
Open the Create Plan Sheet
Click the Create Plan button in the top-right corner of the Products page. This opens a configuration sheet where you’ll define your plan details.
Enter Plan Details
Provide the essential information:
- Plan Name: A descriptive name like “Pro Plan” or “Starter”
- ID: Auto-generated slug from your plan name (e.g.,
pro-plan). You can customize this if needed.
Plan IDs are permanent identifiers used in API calls and cannot be changed after creation.
Select Plan Type
Choose between two plan types:Free Plan
- No pricing required
- Perfect for freemium tiers or trial access
- Can be set as the default plan for new customers
- Requires pricing configuration
- Supports recurring or one-time payments
- Cannot be set as default (customers must actively subscribe)
Configure Pricing (Paid Plans Only)
For paid plans, you’ll need to choose a pricing model:Base Price
- Fixed recurring or one-time charge
- Select billing cycle: monthly, yearly, or custom intervals
- Enter the price in your organization’s default currency
- You can add usage-based pricing later
- No base price
- Plan cost is entirely usage-based
- Customers pay only for what they consume
Add Additional Options
Configure optional settings:
- Free Trial: Offer a trial period before charging begins
- Default Plan: Make this the automatic plan for new customers (free plans only)
- Add-on Plan: Mark this as an add-on that can be purchased alongside base plans
Creating Add-On Plans
Add-ons are supplementary products that customers can purchase in addition to their base plan.Start Add-On Creation
When creating a new plan, check the Add-on Plan option in the Additional Options section.
Pricing Models Explained
Recurring Pricing
Charge customers on a regular interval:- Monthly: Bills every month
- Yearly: Bills every year
- Custom: Set any interval (e.g., every 3 months, every 6 weeks)
One-Time Pricing
Single payment for lifetime access to the plan. No recurring charges.Usage-Based Pricing
Charge based on consumption:- Configure in the plan detail page after creation
- Add metered features with per-unit pricing
- Can be combined with base price or used standalone
Best Practices
Products you create are immediately available to attach to customers, but they won’t appear in hosted checkout pages until you configure your public pricing page.
Next Steps
After creating your product:- Add Features to define what’s included in each plan
- Configure Usage Limits for metered features
- Set up Free Trials to attract customers
- Attach the product to customers manually or via the API