When your business offers multiple products or services, each with their own set of plans and addons, managing or scaling your product catalog could become challenging. You can manage this complexity by creating product families in Chargebee, that help you categorize your plans and addons for specific product or service that is offered to your customers.
For example, Acme Inc is a SaaS(Software as a Service) business that provides software applications like Customer Relationship Management Software (CRM) and Human Resource Management Software (HRMS) to other businesses. Each application has two different plans to choose from - Standard and Enterprise. Acme Inc. also offers additional users, and implemention support for the applications.
Product Families allow for grouping these different plans (product levels), addons, and charges into clusters that belong to specific products. For instance, in the above example, product families are CRM and HRMS. Plans, addons, and charges can be created and associated to respective product families.
You can present your plans and addons to customers contextually based on these product families. Your customers can only upgrade or downgrade between plans within the same product family.
Product Families setting must be enabled in your Chargebee site for users to create product families and associate plans and addons to them. By default, this setting is disabled in your site. To enable product families,
Once product families setting is enabled:
Once you have enabled product families in your site, you can start creating product families and categorizing your plans and addons under these product families.
To create a new product family,
Once you create the product families as required, you can associate plans and addons with the respective product families while creating or editing the plan or addon.
To edit an existing product family,
If you have multiple products or services, each with their own set of plans and addons, consider the following factors before you group them into product families: