Summary:

Each user plan record contains information on how client accounts will be set up in terms of price and features given to them. Each plan can be customized to either a specific individual client account or as a plan that can used by anyone. Each user plan record that is listed will display the name of the plan, the cost, any one-time fees, the price ID, any discounts that are built into the plan, how many total accounts are subscribed to the plan, the status of the plan being either ‘Active’ or ‘Inactive,’ and the date when it was created.

Usage:

To edit a user plan record the ‘Edit’ button on the user plan record must be clicked. A modal will display with all the user plan’s information. The first information that can be changed on the user plan record is whether the plan is account specific. If the plan is set to be account specific, a client account can be selected from a drop-down box and chosen. This means that only that specific client account will have this user plan available to them to be upgraded to.

The next checkbox determines if the plan will be setup for metered usage. Only plans that are paid must have this box checked, any free plans must have this box unchecked.

The next data fields that can be edited are the actual name of the plan, and the Stripe Price ID. The Stripe Price ID is what connects the plan to Stripe which stores the actual dollar amount for the plan. The ‘Monthly Cost’ and ‘Initial Charge’ data fields should contain the monthly cost of the plan that would coincide with the price amount on Stripe. Usually there are no initial charges on plans.

The data field titled ‘Discount Code’ is where any coupon that is created through Stripe that is automatically built into the plan should be placed. ‘Trial Days’ can be set if the plan has a set trial period, but most plans are usually set to zero. The checkbox deals with cancellation fees of the plan. All current plans have this box checked off. If the box is checked off new fields will populate the modal which include ‘Contract Length in Months’ and a checkbox that determines if the subscriber will be billed for the remaining amount in the contract should the plan be canceled before the contract’s enforced time limit. All plans should have ‘24’ input into the ‘Contract Length in Months’ field. All plans should also have the checkbox checked for billing the subscriber should the subscription be cancelled early.

The next section of the modal deals with features and permissions. The ‘Features’ data field is where the features for the plan are displayed to the user who is looking at the plan card in the ‘Subscription’ subsection in their ‘Settings’ section of their account. These can be edited and added to include any custom text. The ‘Permissions’ field allows a Customer Support user to add or remove any permissions that the plan should contain.

The ‘Vault Limit’ data field should be set to ‘5368709120’ on any plans that are free and ‘10737418240’ for any plans that are paid. The ‘Excerpt’ field should include any text that is pertinent to the plan. The last checkbox determines if the plan is ‘Active’ or ‘Inactive.’ Any plan that is ‘Active’ will be displayed as a plan that can be subscribed to. Any changes made to a user plan record need to be applied and saved once changed by clicking the ‘Update’ button on the bottom of the modal.