📋Plans

Creation and management of plans inside saaster

In this chapter we will look at creating and managing plans. You need to distinguish here how you want to use saaster. If you want to provide your SaaS offer worldwide, you only need one group, which you name Pricing worldwide, for example. Click the button Settings and select Plan groups:

Add a group

Click the button Add plan group.

If you would like to offer your service worldwide and have not activated any countries, the window will appear as follows:

As you can see, you can't select countries here. However, if you only offer your software in some countries, the following window will appear:

Now enter a group for each country if the prices, currencies etc. are different. In our example we will show you how to proceed with a worldwide plan.

Plan features

The features of the plans can be presented in a matrix. In this chapter you will learn how to capture and configure these features.

The features can be populated with feature categories as desired. Click Add feature to enter a category or feature:

Field	Description
Feature name	The feature name can be a category or the feature itself.
Description	Enter a description of the feature. This text is displayed with the feature by means of a tooltip. This text has no effect on categories.
Category	If this settings is activated, the name changes to a category and is displayed slightly bolder.
Variable	With this variable you can access the value of the feature (see also edit features).

Add new plan

Click the button Add plan to create a new plan. The following window appears:

Field	Description
Plan group	Choose under which group the new plan belongs
Plan name	Give the plan a name (e.g. Premium or Basic etc.)

After you have saved the plan, you are in edit mode.

Edit a plan

Don't forget to click the save button before switching tabs!

Details

The editing mask for a plan looks like this:

Field	Description
Plan group	Choose under which group the plan belongs
Plan name	Give the plan a name (e.g. Premium or Basic etc.)
Short description	The short text is displayed in the box above the button
Description	The description is displayed in the box below the button
Button name (for not…)	The button text in non-registered status
Booking link	If the button should not link to the booking page, a specific link can be stored here (e.g. to a form)
Free plan	Define whether this plan is a free plan
Recommended	Mark the plan as "Recommended" with this setting
Number of test days	Determine the number of days the customer can test the plan
Maximum users	Enter here the maximum number of users intended for this plan

Prices

Field	Description
Price monthly	Specify the amount for monthly payment
Price yearly	Specify the amount for yearly payment (perhaps with discount)
Vat (%)	The value added tax in percent
Vat type	The type of VAT
Netto	Determine if net or gross prices
On request	If On request is activated, no price appears in the box and the specific link is used.

Features

You can enter all the values contained in this plan one after the other.

If the checkbox is activated, a green tick appears in the matrix. If there is a value in the text field, the value from the text field is displayed in the matrix. If the checkbox is activated AND there is a value in the text field, the value from the text field has priority.

Modules

You have the option of offering existing modules for each plan. When the customer books the plan, the module is also activated immediately without having to pay for it separately. If the customer cancels the plan, the module is also cancelled.

Set a default plan

After you have created all your plans, you can select a plan to act as the default plan. This means that when a customer registers without directly booking a plan, the default plan is automatically activated.

You need at least a free or a plan with test days.