Plan Categories help you group different plans, as long as they share the same billing currency, creating an easy way to organize your plans and offer a digestible comparison view for customers. So, let’s learn how to create, organize, and use them to improve your SaaS offering.

How To Use Categories #

When Creating A Plan #

When creating a new SaaS Plan, you can select an already-created category or create a new one.

Once you do, as long as you have other plans inside the category, you will be prompted to place your plan in relation to others for a clear visual of their plan hierarchy.

For Existing Plans #

If you want to move an existing plan higher or lower in the hierarchy, you must start by editing it in the Plans & Pricing tab of the SaaS configuration section of your agency.

In the Plan Details section, scroll down to Plan Category and click Edit Category.

There, you can change a plan’s category by selecting or creating one from the dropdown menu.

Or, reorganize their position by dragging the plan into its new place.

Review the impacted plans in the new category, as features from the moved plan are inherited upwards, and the moved plan itself inherits from lower levels. Once satisfied with your changes, click Confirm at the bottom right corner.

Managing Categories #

Creating Categories #

In the Plans & Pricing tab, you can create a new category by clicking + Add new Category from the dropdown menu.

Enter your category’s name for identification inside the system, and select the currency that plans are billed in.

Editing And Deleting Categories #

To manage plan categories, switch to the Advanced Settings tab.

Scroll down to categories, where you can click the pencil icon to rename your category or the trash can icon to delete a category.

Note: To delete a category, no plans can be active under it.

Using this information, you can easily organize your plans even after creation, create clear upgrade and downgrade paths, and provide a clear view of the features offered between plans and where they stand in relation to each other, so customers can make the best decision for themselves.

Frequently Asked Questions #

What is a SaaS Plan Category? #

A category groups plans that share the same billing currency, making it easy to organize plans and give customers a clear side-by-side comparison view.

Do all plans in a category need the same currency? #

Yes. Plans can only be grouped in the same category if they share the same billing currency, which you set when creating the category.

How do I reposition an existing plan within a category? #

Edit the plan in the Plans & Pricing tab, scroll to Plan Category, click Edit Category, then drag the plan into its new position and confirm.

How does feature inheritance work when moving a plan? #

When you move a plan, features are inherited upwards from the moved plan, and the moved plan itself inherits from lower levels, so review the impacted plans before confirming.

How do I create a new category? #

In the Plans & Pricing tab, click “+ Add new Category” from the dropdown, enter a name, and select the billing currency.

Why can’t I delete a category? #

A category can only be deleted when no plans are active under it. Move or remove the plans first, then delete the category from the Advanced Settings tab.