đPlans
Creation and management of plans inside saaster
Last updated
Creation and management of plans inside saaster
Last updated
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:
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.
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). |
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.
Don't forget to click the save button before switching tabs!
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 notâĻ) | 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 |
| 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 |
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.
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.
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.
