Plan Management

✅ Introduction

What it does: Creates and manages subscription tiers that control tenant access to features Why it's useful: Monetizes your SaaS platform through tiered subscription model Location: Admin Panel → Plans → Plan List & Plan Creator

Plan management is essential for creating a profitable SaaS business model. This section explains how to create, configure, and manage subscription plans with different feature sets and pricing tiers.

✅ Accessing Plan Management

Navigation Path

1. Login to Admin Panel
2. Navigate to Plans → Plan List
3. Click Create New Plan or edit existing plans

Required Permissions

• admin.plans.view - View all plans
• admin.plans.create - Create new plans
• admin.plans.edit - Edit existing plans
• admin.plans.delete - Delete plans

✅ Plan Structure & Components

Core Plan Properties

• Plan Name: Display name for customers
• Plan Slug: URL-friendly identifier (auto-generated)
• Description: Detailed plan explanation
• Price: Monthly/yearly cost
• Billing Period: Monthly or yearly billing
• Trial Days: Free trial period length
• Color: Brand color for plan display
• Status: Active/Inactive state

Plan Types Available

• Free Plans: is_free = true, price automatically set to 0
• Paid Plans: Regular subscription plans with pricing
• Featured Plans: Highlighted as "most popular" option
• Trial Plans: Include free trial period

Feature Management

The key to effective plan management is setting appropriate feature limits:

• Feature Limits: Set specific usage limits per plan
• Unlimited Features: Use -1 for unlimited access
• Feature Categories: Contacts, campaigns, templates, bots, etc.

✅ Creating a New Plan

Step 1: Basic Plan Information

Required Fields:

• Plan Name: "Professional Plan"
• Description: "Perfect for growing businesses"
• Color: #3B82F6 (blue)
• Billing Period: monthly/yearly

Optional Fields:

• Custom Slug: "pro-plan" (auto-generated if empty)
• Trial Days: 14 (days)
• Featured: true/false

Step 2: Pricing Configuration

For Paid Plans:

• Set price in base currency
• Choose billing period (monthly/yearly)
• Price automatically formatted with currency symbol

For Free Plans:

• Enable "Is Free" toggle
• Price automatically set to 0
• Can still include trial period

Step 3: Feature Limits Assignment

Available Features:

• Contacts: Maximum contact storage
• Template Bots: Automated bot limits
• Message Bots: Chat bot limits
• Campaigns: Campaign creation limit
• AI Prompts: AI assistance limits
• Canned Replies: Quick response limits
• Team Members: Staff user limits
• Conversations: Message/chat limits
• Templates: WhatsApp template limits

Setting Limits:

• Numeric Value: Set specific limit (e.g., 1000 contacts)
• -1: Unlimited access to feature
• 0: Disable feature completely

✅ Managing Existing Plans

Editing Plans

Important Considerations:

• Changes affect new subscriptions immediately
• Existing subscribers follow their original plan until renewal
• Can force update existing subscriptions (optional)
• Price changes need careful handling

Edit Options:

• Update plan name/description
• Adjust pricing
• Modify feature limits
• Change status (active/inactive)

Deactivating Plans

When a plan is no longer offered:

1. Set status to "Inactive"
2. Plan no longer appears on pricing page
3. Existing subscribers continue until renewal
4. Choose renewal behavior (cancel or move to new plan)

✅ Displaying Plans to Customers

Pricing Page Configuration

Settings Location: Admin → Website → Pricing Page

Configure how plans appear on your website:

• Plan Order: Arrange plans in logical sequence
• Feature Highlights: Key features to emphasize
• Compare Button: Enable plan comparison table
• CTA Buttons: Customize call-to-action text
• Toggle Monthly/Yearly: Show pricing options

Feature Presentation

For each plan, select features to highlight:

• Included Features: Listed with checkmarks
• Excluded Features: Listed with X mark or hidden
• Limited Features: Show numerical limits
• Unlimited Features: Emphasized as "unlimited"

✅ Best Practices

Pricing Strategy

• Value-Based Pricing: Price based on value delivered, not just costs
• Competitive Analysis: Research competitor pricing
• Tiered Approach: Clear progression between plans
• Annual Discount: Offer 15-20% discount for yearly payment
• Upsell Path: Clear upgrade path as needs grow

Feature Distribution

• Free Plan: Limited but useful functionality
• Starter Plan: Core features with reasonable limits
• Professional Plan: Higher limits, additional features
• Business Plan: Advanced features, higher limits
• Enterprise Plan: Custom limits, premium support

Trial Configuration

• Free Trial: 7-14 days recommended
• Credit Card Required: Decide if payment info is needed before trial
• Trial Notifications: Automatic emails before expiration
• Trial Extension: Option to extend for qualified prospects

✅ Plan Analytics

Monitoring Plan Performance

Metrics to Track:

• Subscribers per plan
• Conversion rate from trial
• Upgrade/downgrade frequency
• Revenue per plan
• Churn rate by plan

Insights Use:

• Identify most/least popular plans
• Optimize pricing structure
• Adjust feature limits based on usage
• Improve conversion from trial to paid

✅ Troubleshooting

Common Issues:

• Price Display Issues: Check currency configuration
• Feature Limit Problems: Verify database entries
• Trial Period Errors: Check expiration calculation
• Plan Not Visible: Verify active status
• Upgrade/Downgrade Issues: Check middleware permissions

Next Steps

After setting up your subscription plans, learn about Subscription Management to understand how to handle billing and renewals.