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 various software applications like Customer Relationship Management Software (CRM), Human Resource Management Software (HRMS) and Applicant Tracking Software (ATS) to other businesses. Each application has three different plans to choose from - Standard, Professional and Enterprise. Acme Inc. also offers support and maintenance services as addons for the applications.
Product Families allow for grouping these different plans (product levels) and addons into clusters that belong to specific products. For instance, in the above example, product families are CRM, HRMS, and ATS. Plans 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,