For any plan in Chargebee, you can choose what addons are applicable to its subscriptions. For example, if you are a SaaS company with say, plans named Grow, Hustle and Scale on offer, you may want some premium addons to be available only for the Hustle and Scale plans:
|PLANS||Custom Reports||Additional Users|
|Grow||Not applicable||Not applicable|
|Hustle||Not applicable||Not applicable|
|Scale||Mandatory addon||Mandatory addon|
Once you have configured the addon applicability as above, when you select a plan during subscription creation/update, the applicable addons would then show up as below:
Once configured, when you choose a plan while creating a subscription on the web interface, the addons are attached automatically.
Classic UI users
Here's how the screen appears in Classic UI:
We show below a sample checkout summary for the Scale plan. The addons have been attached automatically and their prices are shown.
Below we show a scenario where a customer changes their subscription to Scale using the Self-serve Portal. The addons are attached automatically:
Navigate to the details page of a plan > Scroll to the section titled Addons > Choose the settings:
You can either allow all addons to be applicable to the plan or click on Manage to restrict them to a few or none.
When associating a recurring addon with a plan, you may choose one of the following options:
When you set an addon as recommended in the Chargebee app, the addon is suggested in the Checkout and Portal to the customer. Provided you have enabled the recommended addon setting for Checkout and Portal.
In APIs, the attachment type attribute for the addon in the plan resource is set to
recommended. You can then use this information to implement addon recommendations on your custom-built website/app.
Optional (Only available when addons are restricted)
Designating an addon as optional allows it to be attached to the subscription.
Once an addon is attached to a plan as recommended or optional, it can then be added to any of its pre-existing subscriptions via the change subscription action.
There are two ways in which a non-recurring addon can be attached to a plan:
This setting allows the addon to be attached to a subscription for the plan, at any time. You can configure this as follows:
A non-recurring addon can be set to automatically attach to the subscription once or each time a certain event occur(s).
For gift plans, you can only associate non-recurring addons on-demand. Event-based applications are not possible.
The add addon action at the customer level can be used to add any non-recurring addon regardless of how addon applicability is configured.
The following is the list of events that can be chosen from:
Subscription creation: Whenever a new subscription is created in Chargebee. Note that if a subscription is created today and set to start in the future, the subscription creation event is said to have happened today.
Subscription trial start: For plans with trials, the time when the trial starts.
If you wish to charge your customers a fee for the trial period, you can create a non-recurring addon for it and set it for a plan to be charged on subscription trial start.
Subscription activation: Whenever the subscription status goes active. This includes reactivations.
Choose the Apply charges option as Every time this event occurs if you wish to include the addon during subscription reactivations.
Plan activation: This includes all cases under subscription activation and the case when the subscription undergoes a plan change.
Assume a plan ABC with a non-recurring addon Activation fee attached to it, set to be charged on plan activation. If the plan of a subscription is changed from any other to ABC, this addon would be immediately applied to the subscription. Now, if the plan is again changed to something else and then switched back to ABC, the addon is only applied if the Apply charges option for it is set to Every time this event occurs in the details page for ABC.
Plan and addon association can be viewed at two places in Chargebee.
All the applicable addons for a particular plan can be seen on the details page of the plan.
Similarly, the details page for an addon shows the plans that it is associated with.