Creating Add-Ons for Subscribers
    • 20 Apr 2023
    • 1 Minute to read

    Creating Add-Ons for Subscribers


    Article Summary

    Add-ons

    An add-on will let your customers add extra products or services to Subscription plans.

    You can include add-ons in three different formats: metered, quantity or one-time extras. To get started with creating an add-on click on Subscription Management and Plans to view your list of available plans.

    Creating the Add-On

    Click on the plan that you want to create the add-on for.subscription managementNext, select Plan Add-Ons from the menu on the left-hand side of your screen.subscription management plan add-onsThis will open the Plan Add-Ons page. To create a new entry, click on New Add-On in the top right-hand corner of your screen.new add-on buttonYou can now enter the add-on information.new add-on information formAdd-On Information
    Name: What you want the add-on to be called
    Code/SKU: The product reference from your product catalog
    Amount: What the add-on will cost your customer
    Type: Use the drop-down to choose between three options; quantity, metered, and one-time. 

    The Type drop down menu will give you 3 options:

    • Quantity - this allows you to provide the customer with a certain quantity of the add-on at a determined price per unit, for example, training sessions.
    • Metered - this allows you to charge for the add-on depending on customer use, for example, these could be minutes or miles. If you select metered, then the auto-billing function of the recurring plan is disabled.
    • One-Time - this allows you to give your customer the add-on only one time. The system will apply this charge to the next recurring billing cycle only.

    Customer Management Setting
    Editable Quantity: Toggle the radio button to On if you want to allow the customer to add more than one of the add-ons
    Selectable by Customer: Toggle the radio button to On if you want the customer to be able to add the add-on to their plan through the customer portal

    Click on Save to create the add-on.
    save button

    Applying Add-Ons to Subscribers

    Once you have created an add-on, you can apply it to a subscriber by clicking Subscribers from within the Manage Plan menu, then picking the subscriber you want to apply the add-on to.applying add-ons to subscribersNext, click on Subscriber Add-Ons from the menu on the left-hand side of your screensubscriber add-onsYou will now see a list of your available subscriber add-ons. Click the Check Mark under Active to include an add-on with a customer subscription.add-onsClick Save to apply the add-on.save buttonA confirmation message will appear confirming that the change has been made.success message




    Was this article helpful?