Plan Management
Introduction
Plan management is crucial for structuring your SaaS offering, allowing you to create subscription plans with distinct feature sets, pricing, and limits to target various customer segments effectively.
Permissions Required:
| Permission Key | Action |
|---|---|
admin.plans.view | View all tenant records |
admin.plans.create | Add a new tenant |
admin.plans.edit | Update tenant details/status |
admin.plans.delete | Remove tenant (rare use) |
These permissions ensure that only authorized administrators can modify subscription plans.
Accessing Plan Management
Navigation Path
Location: Admin Panel → Plans → Plans
To access the plan management interface:
- Log in to the Admin Panel
- Navigate to Plans → Plan List
- Use Create New Plan to add new subscriptions or click any existing plan to edit
Plan Structure & Components
Core Plan Properties
Each subscription plan includes the following key properties:
| Property | Description |
|---|---|
| Plan Name | Display name shown to customers on pricing pages |
| Plan Slug | URL-friendly unique identifier (auto-generated if empty) |
| Description | A detailed explanation of what the plan offers |
| Price | Cost for the subscription (monthly/yearly) |
| Billing Period | Defines if billing recurs monthly or yearly |
| Trial Days | Number of free trial days before billing starts (only for free plan) |
| Color | Brand color used in UI elements for plan differentiation |
| Status | Active or inactive, controls visibility and availability |
Plan Types
- Free Plans: Marked with
is_free = true, automatically priced at zero (only for edit free plan) - Paid Plans: Regular subscription plans with defined pricing
- Featured Plans: Highlighted on pricing pages as "most popular"
Billing Periods
Extended License Required
The billing periods described below, are available with an Extended License only.
Each plan can have one of the following billing periods:
| Billing Period | Description | Example |
|---|---|---|
| Monthly | Client is billed every month. Best for clients who want flexibility with no long-term commitment. | ₹200 / month — renews on the same date each month |
| Quarterly | Client is billed every 3 months. A great middle ground between flexibility and commitment. | ₹550 / 3 months — billed 4 times a year |
| 6 Months (Half-Yearly) | Client is billed every 6 months. Often offered at a small discount vs monthly. | ₹500 / 6 months — billed twice a year |
| Yearly | Client is billed once per year. Best value option for long-term committed clients. | ₹1,200 / year — renews annually |
| Lifetime | Client pays once and gets access forever. No renewal, no expiry date — ever. | ₹400 — pay once, use forever |
TIP
Each plan can only have one billing period. To offer the same features at different billing intervals, create separate plans — for example Pro Monthly and Pro Yearly.
Public vs Private Plans
Every plan has an Active switch that controls whether clients can see the plan on the public pricing page.
| State | Visibility | Self-Subscribe | Use For |
|---|---|---|---|
| Active = ON (Public) | Visible on the public pricing page | Yes — clients can self-subscribe | Standard monthly / yearly / lifetime offers |
| Active = OFF (Private) | Hidden from the public pricing page | No — admin must assign it | Custom enterprise deals, legacy plans, or test plans |
WARNING
Making a plan private does not cancel existing subscriptions. Clients who are already on the plan keep their access — it only stops new clients from signing up to it.
TIP
You can assign a private plan to any client directly from the admin panel, even if it is not publicly visible. See Assign Plan to Tenant below.
How to toggle: Go to Admin → Plans, find the plan card, and switch the Active toggle ON or OFF.
Feature Management
Setting feature limits per plan enables tier differentiation:
- Use numeric values to define usage limits (e.g., 1000 contacts)
- Use
-1for unlimited access to a feature - Use
0to disable a feature entirely - Categories include Contacts, Campaigns, Bots, Templates, Team Members, etc.
Creating a New Plan
Step 1: Basic Plan Information
Fill in essential details:
| Field | Example | Notes |
|---|---|---|
| Plan Name | Professional Plan | Required |
| Description | Perfect for growing businesses | Optional but recommended |
| Color | #3B82F6 (blue) | Brand identity |
| Billing Period | Monthly or Yearly | Required |
| Custom Slug | pro-plan | Optional, auto-generated if blank |
| Featured | true/false | Mark as "Most Popular" or not |
Step 2: Pricing & Billing Period
Set the Price and choose a Billing Period from the dropdown — Monthly, Quarterly, 6 Months, Yearly, or Lifetime. The UI automatically formats the price with the currency symbol.
Step 3: Feature Limits Assignment
Assign limits to features:
| Feature | Description | Limit Example |
|---|---|---|
| Contacts | Max contacts stored | 1000 / -1 (unlimited) |
| Template Bots | Automated bot usage | 5 / 0 (disabled) |
| Message Bots | Chat bot usage | 10 / -1 |
| Campaigns | Campaign creation limits | 20 / -1 |
| AI Prompts | AI-powered assistance limits | 50 / -1 |
| Canned Replies | Quick response templates | 100 / -1 |
| Team Members | Number of users allowed on the team | 10 / -1 |
| Conversations | Chat/message limits | 1000 / -1 |
| Templates | WhatsApp template limits | 50 / -1 |
Managing Existing Plans
Editing Plans
- Changes apply immediately to new subscriptions.
- Existing subscribers retain their current plan benefits until their renewal.
- You may choose to force update existing subscribers, but this is optional and requires caution.
- Price changes should be handled carefully to avoid customer confusion or billing issues.
Editable fields include:
- Plan Name & Description
- Pricing & Billing Period
- Feature Limits
- Plan Status (Active/Inactive)
Deactivating Plans
If a plan is discontinued:
- Set its Active toggle to OFF (Private).
- The plan will no longer appear on your public pricing page.
- Existing subscribers keep their current plan benefits — deactivating does not cancel active subscriptions.
- Decide on renewal behavior — cancel subscription or move to a different plan.
Assign Plan to Tenant v3.0.0
Admins can skip the self-service checkout and assign any plan (public or private) directly to a client.
When to Use
- Manually onboarding a client
- Giving a client a private or custom deal plan
Steps
- In the left sidebar, click Tenant → Tenants. You will see the full list of your clients.
- Click Edit on the client you want to manage (or create a new tenant).
- Scroll down to the Assign Plan to Tenant section.
- Click the dropdown and choose a plan — both public and private plans are listed. The dropdown shows the plan name, price, billing period, and Public/Private status.
- Click Add (new tenant) or Save (existing tenant).
INFO
In the dropdown you can see plans marked as Public (visible on the pricing page) and Private. You can assign either type to a client from here.
Already subscribed?
If the client already has an active subscription, the plan dropdown is disabled. You must cancel or end their current subscription before reassigning a new plan.
Displaying Plans to Customers
Pricing Page Configuration
Configure how plans appear publicly:
- Plan Order: Arrange plans logically to guide buyers
- Feature Highlights: Emphasize key benefits per plan
- Compare Button: Allow customers to compare plans side-by-side
- CTA Buttons: Customize call-to-action text like "Subscribe" or "Get Started"
- Toggle Billing Cycle: Enable monthly/yearly pricing toggle for customer preference
Pricing Strategy
- Use Value-Based Pricing focusing on the value delivered to customers rather than just costs.
- Conduct Competitive Analysis to ensure pricing is market-appropriate.
- Implement a Tiered Approach so customers can scale up as their needs grow.
- Offer an Annual Discount (15-20%) to incentivize yearly subscriptions.
- Design a clear Upsell Path with higher plans offering additional value.
Feature Distribution
- Free Plan: Limited, but useful to hook new users
- Starter Plan: Core features with reasonable usage limits
- Professional Plan: Higher limits, additional advanced features
- Business Plan: Enhanced capabilities and support
- Enterprise Plan: Custom features, premium support and SLAs
Trial Configuration
- Recommend 7-14 day free trials (free plan only).
- Decide whether to require credit card upfront.
- Send trial expiration notifications automatically.
- Allow trial extensions for qualified prospects.
Frequently Asked Questions
Can I offer the same features at different billing periods?
Yes. Create multiple plans with the same feature limits but different billing periods — for example Pro Monthly at ₹200/month and Pro Yearly at ₹1,200/year. Clients choose whichever suits them on the pricing page.
What happens to existing subscribers if I make a plan private?
Nothing changes for existing subscribers — they keep their subscription and access. Making a plan private (Active = OFF) only stops new clients from signing up through the public pricing page.
Can I assign a private plan to a client without them knowing it is private?
Yes. Private plans are invisible on the public pricing page. When you assign one from the admin panel, the client simply sees their plan name in their dashboard — there is no indication of whether it is public or private.
What is the difference between a Lifetime plan and other plans?
A Lifetime plan is a one-time payment with no renewal and no expiry. The client pays once and retains access forever. All other billing periods (Monthly, Quarterly, 6 Months, Yearly) renew automatically on their respective cycle.
Can a client on a Lifetime plan be moved to a different plan later?
Yes. Go to their tenant profile, cancel or end the existing subscription, then assign the new plan from the Assign Plan section.
Can I assign a plan when creating a new tenant?
Yes. The Assign Plan to Tenant section appears on both the Create Tenant and Edit Tenant forms. You can assign the plan at the same time you create the tenant account.
Troubleshooting
Common Issues & Solutions:
| Issue | Possible Cause | Solution |
|---|---|---|
| Price Display Issues | Currency settings incorrect | Verify currency configuration in Admin |
| Feature Limit Problems | Incorrect DB entries or missing data | Check and update feature limits in DB |
| Trial Period Errors | Expiration miscalculation | Verify trial start/end dates logic |
| Plan Not Visible | Plan status set to inactive or permissions | Reactivate plan or update permissions |
| Upgrade/Downgrade Issues | Middleware permission or logic errors | Check permissions and subscription workflow |
Extended License Required
This feature requires an Extended License. Please ensure you have the appropriate license before using these admin features.