Add a plan and archive a plan in product tab

This chapter will guide you through the process of creating a new Plan under a Product in the Product tab.

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What is a Product

A Product refers to the software application or service that you offer to your customers. Products can include multiple subscription tiers, add-ons, or items that are billed as one-time purchases.

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Adding a New Product

By default, a “Default” Product is available.

To add a new Product:

1. Click the ”+” icon.
2. Enter the name and description of the new Product.
3. Click “OK” to save.

To edit the name or description of an existing Product:

1. Navigate to the Product you wish to edit.
2. Click the “Edit” button (represented by a pencil icon) on the left side of the table.

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Adding a New Plan Under a Product

To create a new Plan for a Product:

1. In the Product tab, locate the Product in the list above the table.
2. In the table, find the “Action” column on the right side.
3. Click the ”+” button next to the Product to create a new Plan.

Within UniBee, you can create and edit Plan details, add-ons, one-time payments, and set up trials. For more detailed instructions, refer to the following chapters:

• UniBee Documentation - Creating Plans
• UniBee Documentation - Managing Add-ons
• UniBee Documentation - Setting Up One-time Payments
• UniBee Documentation - Trial Setup

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Archiving a Plan

To archive a plan, go to the Plan List and locate the Action column on the right side. Click the trash bin icon and choose between Soft Archive or Hard Archive.

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Soft Archive

• New users cannot subscribe to this plan.
• Existing users can continue their subscriptions without interruption.
• Auto-charges will continue for the next billing cycles unless the user or admin cancels the subscription.
• Existing users can renew the plan.

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Hard Archive

• New users can not subscribe, upgrade, downgrade, or renew this plan.
• Existing users will be affected:
  • Auto-charging for the next billing cycle will stop (similar to a cancellation at the end of the billing period).
  • Users will not be able to continue with this plan once their current billing cycle ends.