Plans

Plans are the templates that define how your customers will be billed. Each plan groups products with specific prices and configures the billing cycle, trial period, and included features.

Plan Fields

Field	Description
Name	Display name of the plan (1-255 characters)
Slug	URL-friendly unique identifier (1-100 characters, lowercase letters, numbers, and hyphens only)
Description	Descriptive text about what the plan includes
Type	standard (default), custom (negotiated), or promotional
Visibility	public (visible in listings) or private (direct link only)
Default billing cycle	monthly, quarterly, semiannual, or annual
Available cycles	Which cycles the customer can choose when subscribing
Trial period	0 to 90 days of free trial
Features	List of features included in the plan
Limits	Quotas and restrictions (e.g., users, sub-accounts, API requests/day)

Status and Lifecycle

draft → active → archived
  ↓                  ↓
DELETE            RESTORE
(draft only)    (back to active)

Status	Description
draft	Under construction. Can be published or deleted
active	Available for new subscriptions
archived	Disabled for new subscriptions, but existing ones continue to work

Transition Rules

• Archive: Not possible if there are active or trialing subscriptions
• Restore: Available only for archived plans; returns to active status
• Delete: Available only for plans in draft with no associated subscriptions

Plan Items

Each plan contains items that link a product to a specific price:

Field	Description
Product	The included product (root products only, no children)
Price	The selected price variant for the product
Quantity	Included quantity (minimum 1)
Included	Whether the item is part of the base price or is an optional add-on

Item Rules

• Only root products can be added (child products are inherited automatically)
• Duplicating the same product in a plan is not allowed
• All products must belong to the same organization and company as the plan

Creating a Plan

1. Go to Plans in the dashboard
2. Click New Plan
3. Fill in the required fields (name, slug)
4. Add products and their prices as plan items
5. Configure the available billing cycles
6. Optionally set a trial period
7. Save as draft or publish directly

Duplicate Plan

Use the duplication function to copy all details of a plan. The system automatically adds "(Copy)" to the name and "-copy" to the slug. The duplicated plan is created with draft status.

Bulk Operations

• Bulk archive: Archives multiple plans at once (skips plans in use)
• Bulk delete: Removes multiple draft plans (skips plans with subscriptions)
• Move to group: Moves multiple plans to a specific group

Company and Organization

• Every plan belongs to an organization (required)
• Optionally can be linked to a specific company (for billing by legal entity)
• All products in the plan must belong to the same company/organization