Plan Management

• Introduction
• Accessing Plan Management
  • Navigation Path
  • Required Permissions
• Plan Structure & Components
  • Core Plan Properties
  • Plan Types
  • Feature Management
• Creating a New Plan
  • Step 1: Basic Plan Information
  • Step 2: Pricing Configuration
  • Step 3: Feature Limits Assignment
• Managing Existing Plans
  • Editing Plans
  • Deactivating Plans
• Displaying Plans to Customers
  • Pricing Page Configuration
  • Pricing Strategy
  • Feature Distribution
  • Trial Configuration
• Troubleshooting

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.

Accessing Plan Management

Navigation Path

To access the plan management interface:

1. Log in to the Admin Panel
2. Navigate to Plans → Plan List
3. Use Create New Plan to add new subscriptions or click any existing plan to edit

Required Permissions

• admin.plans.view: Allows viewing the list of plans
• admin.plans.create: Allows creation of new plans
• admin.plans.edit: Allows editing of existing plans
• admin.plans.delete: Allows deletion of plans

These permissions ensure that only authorized administrators can modify subscription plans.

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
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
• Paid Plans: Regular subscription plans with defined pricing
• Featured Plans: Highlighted on pricing pages as "most popular"
• Trial Plans: Include a trial period before billing begins

Feature Management

Setting feature limits per plan enables tier differentiation:

• Use numeric values to define usage limits (e.g., 1000 contacts)
• Use -1 for unlimited access to a feature
• Use 0 to 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
Trial Days	14	Optional free trial length
Featured	true/false	Mark as "Most Popular" or not

Step 2: Pricing Configuration

• Paid Plans: Set price in your base currency and select billing period. The UI automatically formats the price with the currency symbol.

• Free Plans: Enable the "Is Free" toggle, which sets the price to zero automatically. These plans can also have a trial period.

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:

1. Set its status to Inactive.
2. The plan will no longer appear on your pricing page.
3. Existing subscribers keep their current plan benefits until renewal.
4. Decide on renewal behavior — cancel subscription or move to a different 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 "Upgrade"
• 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.
• Decide whether to require credit card upfront.
• Send trial expiration notifications automatically.
• Allow trial extensions for qualified prospects.

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