When your business offers multiple products or services, each with its 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 implementation 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 with 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 is enabled by default in your Chargebee site for users to create product families and associate plans and addons to them.
If your business does not require creating multiple product families, you can simply create one family and associate all your plans, addons, and charges to this product family.
You can start creating product families and categorizing your plans and addons under these product families.
To create a new product family, follow these steps:
Once you create the product families as required, you can associate plans, addons, and charges with the respective product families while creating or editing them.
To edit an existing product family, follow these steps:
1) What are some factors that I need to consider before grouping my plans and addons into product families?
If you have multiple products or services, each with its own set of plans and addons, consider the following factors before you group them into product families: