Managing Subscription Plans within the Crystallize App

To view/edit subscription plans within your tenant, you’ll first need the requisite permissions for Subscription Plans (read, create, etc). Refer to our documentation on roles and permissions for more information.

On the far-left panel of buttons, click Settings, then choose Subscription Plans. You can also bring up the command palette with CTRL+K or ⌘+K and type “Subscription Plans.”

From here, you can either click the plus sign button (+) in the top left or or click +Create subscription plan to start adding a new plan. Type a name for the subscription in the Subscription plan box at the top of the screen, then click Create or press Enter.

Now, you can define the following subscription plan attributes:

• Subscription periods. You can set an optional initial period and a required recurring period for the subscription. You’d define an initial period if, for instance, you want the first few months of your subscription to be free or discounted. Use the arrow keys or type to set numerical values, then use the drop-down menu below each box to set a unit of time. The possible values are days, weeks, months, or years.
• Metered variables. You can optionally set up metered variables for tracking things like number of users or cell phone usage. Click the plus sign button (+) to add a variable. Once you type in a Name and click or tab away, a unique Identifier will be auto-generated based on the name, but you can change it if you want. You’ll also need to type in a Unit of measurement, preferably lowercase and without spaces for ease of coding. You can keep adding metered variables as desired, or use the trash can button on the right to delete any you don’t want.

To see how to associate this subscription plan with one or more products and further configure pricing, see our guide on adding subscription plans to products.

To edit an existing subscription plan, simply browse to the Subscriptions Plans panel as described above, then click on the subscription plan in question to make changes. Click the Save button at the top of the screen when you’re done making changes.

You can delete a subscription plan by clicking the action button (…) at the top of the screen and selecting Delete.

You can also read our blog post on subscription eCommerce.