Introduction

In this detailed overview, we explore the essential steps to create, customize, and implement subscription plans for your business.

Whether you're offering tiered services or multiple plans, understanding how to configure these options effectively is crucial for seamless customer experience and revenue management.

This guide covers plan setup, feature management, pricing strategies, and payment integration using Stripe, ensuring you are equipped to launch your subscription offerings confidently.

Step-by-Step Process for Creating and Managing Subscription Plans

1. Pre-Configured Plans in the Backend

• The platform already includes pre-added plans in the backend.

• Your initial task is to activate and customize these plans according to your business needs.

• No need to create plans from scratch; focus on activation and personalization.

2. Activating and Naming Your Plans

• Activate the desired plan (e.g., Business, Pro, Expert).

• Name each plan clearly to reflect its purpose (e.g., Business Plan, Pro Plan, Expert Plan).

• Set a display price that customers will see and pay.

3. Configuring Features and Descriptions

• Add features to each plan to specify what customers receive.

• Use descriptions to clarify the benefits and limitations.

• Example features include:

  • Access to channels (Omi Channel, Voice Channel)

  • Integration options (Dialogflow, Shopify, WooCommerce)

  • Usage limits and other functionalities

• Important: For features not included in a plan, move them to the disabled section so customers cannot access them if they subscribe to that plan.

4. Designing Customer-Facing Display

• The web label settings allow you to customize what customers see.

• When customers visit your workspace or domain, they view:

  • Pricing

  • Limits

  • Available features

• Recommendation: Set up these labels carefully to ensure clarity and transparency.

5. Pricing Strategy

• Decide on monthly prices for each plan:

  • Business Plan: $49/month

  • Pro Plan: $99/month

  • Expert Plan: $199/month

• These prices should reflect the value offered and market standards.

6. Creating Products in Stripe

• Log into your Stripe account.

• Navigate to Products and click Create New Product.

• Fill in:

  • Product Name (e.g., Business Plan)

  • Optional Image and Description

  • Ensure Currency is correct (e.g., USD)

  • Set Recurring billing with Monthly interval

• Save the product.

• Repeat for each plan, ensuring consistency.

7. Linking Plans with Stripe Products

• After creating products, associate each plan with its corresponding Stripe product.

• This linkage ensures automatic billing and subscription management.

8. Finalizing and Testing

• Confirm all settings are correct.

• Test the subscription process to verify:

  • Proper display of prices and features

  • Correct billing cycles

  • Access restrictions based on plan

Next Steps and Future Implementation

With your plans configured and integrated into Stripe, you're ready to connect these subscriptions to your chat system. The upcoming steps involve internal billing setup and plan connection, which will enable customers to subscribe seamlessly within your platform.

Key Takeaways:

• Use the platform's backend to activate and customize plans.

• Clearly define features and pricing.

• Ensure Stripe products are correctly set up with accurate billing details.

• Link plans to Stripe products for automated billing.

• Test thoroughly before launching.

By following this structured approach, you ensure a professional, transparent, and efficient subscription experience for your customers, paving the way for scalable growth and revenue stability.