Subscription Plans

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What this section is for

Subscription Plans is where a white-label account defines the plans that will be available to its sub-accounts (your customers). Those sub-accounts can then offer these plans to their own end users—for example, to sell monthly minutes, enable paid add-ons, or control which features are included per tier. After you set up plans here, you typically use them to:

• Create clear tiers (Starter, Pro, Enterprise) with different minutes and pricing.
• Decide whether customers can buy extra minutes after they consume their included minutes.
• Mark one plan as Popular so it stands out on your pricing page (if shown in your setup).

Click here to open Subscription Plans

Screenshot: the Subscription Plans list, where you can search plans, create a new one, and manage existing plans from the actions menu.

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Create a new subscription plan

From Plans & Billing → Subscription Plans, click Create Plan. A guided flow will walk you through the setup step by step.

Tip: Before creating plans, decide your tiers and pricing on paper first (e.g., “Starter: 400 minutes/month for $300”). It makes the setup faster and avoids later changes.

Screenshot: Step 1 of the plan creation wizard, where you name the plan, add a description, and choose whether it’s Active and/or Popular.

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Step 1: Basic information

Fill in the essentials:

• Plan Name: Required. This is what your customers will recognize (e.g., Starter, Growth, Pro).
• Description: Optional but strongly recommended. Explain what’s included in plain language.
• Active: When enabled, the plan is available to users.
• Popular: When enabled, this plan can be highlighted as a recommended option.

Practical example

• Plan Name: Starter
• Description: “Includes 400 minutes per month. Great for small teams who want reliable call coverage and a predictable monthly price.”
• Active: On
• Popular: On (only for the plan you want most people to choose)

Common mistake: Leaving the description empty. A short description reduces confusion and support tickets (“What’s included in this plan?”).

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Step 2: Choose a plan type

Select how you want to bill:

• Monthly Subscription: Recurring monthly billing with a set number of minutes and a fixed monthly price.
• One-Time Purchase: A single payment for a fixed amount of minutes.
• Pay as You Go: Pay per minute with flexible usage.

Important: The available plan types may vary depending on your account setup.

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Step 3: Pricing & minutes

The next screen depends on the plan type. For a Monthly Subscription, you typically configure:

• Available Minutes per Month: How many minutes are included every month (e.g., 400).
• Price: The monthly price users pay (e.g., $300/month).

Optional controls you may see:

• Additional Minutes: Allow customers to purchase extra minutes beyond the included monthly minutes.
  • If enabled, set the Rate per Additional Minute (e.g., $0.30/min).
• Annual Billing: Offer yearly billing with a discount (when available in your setup).

Practical example (monthly plan)

• Included minutes: 400 minutes/month
• Monthly price: $300/month
• Additional minutes: Enabled
• Additional minute rate: $0.30/min

This means:

• A customer pays $300 each month and gets 400 minutes.
• If they use 430 minutes, the extra 30 minutes are billed at $0.30/min (30 × 0.30 =$9).

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Step 4: Configure features

On the Features step, you assign values to the features that exist in your platform setup (often defined under Features & Capabilities). Depending on the feature, you might set:

• A toggle (on/off)
• A numeric limit
• A text value

Practical example

• Feature: “Starter minutes”
• Value: 400

If you don’t see many features here, it usually means only a few features have been defined for your workspace.

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Step 5: Review & create

Before creating the plan, you’ll see a summary of what you configured:

• Basic information (name, description, status)
• Plan type
• Pricing & minutes
• Features

Use Edit on any section if something looks off, then click Create to finish.

Tip: Double-check the minutes and price together. Most pricing mistakes are just a mismatch (e.g., “400 minutes” but priced like the “1000 minutes” tier).

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Edit an existing plan

To edit a plan, go to the plans list, open the three-dot menu, and choose Edit Plan. Inside the editor you typically see tabs such as:

• Basic Info: Update name, description, and toggles like Active/Popular.
• Features: Adjust feature values for this plan.
• Pricing & Minutes: Update included minutes, price, and additional-minute settings.

Screenshot: editing a plan’s pricing and minutes, including the notice that price changes create a new Stripe price and won’t affect existing subscribers.

Important: When you change a plan’s price, the platform may create a new price in Stripe. Existing subscribers can continue on their current price and may not be affected by the change (behavior can vary depending on your billing setup).

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Manage plan lifecycle (Copy ID, deactivate, and search)

From the plan list actions menu, you can typically:

• Copy Plan ID: Useful for support, troubleshooting, or matching the plan inside other areas of the platform.
• Deactivate Plan: Stops offering the plan to new users.
• Search: Use the search bar to quickly find a plan by name.

Common mistake: Deactivating a plan without first creating a replacement. If you need to retire a plan, create the new plan first, then deactivate the old one so new customers don’t get stuck without options.