Add-Ons

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Overview

Add-ons are supplementary offerings that extend a customer’s entitlements when attached to a base plan or single purchase. They allow you to offer modular, upsell opportunities tailored to specific customer needs.

Example: A company selling AI-powered job application assistance could offer a mock interview prep session as an add-on, purchased separately once a customer progresses to the interview stage.

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Create an Add-On

1. Navigate to Catalog → Products and select your desired product.
2. Click Create Offering and choose Add-On.
3. Configure the add-on details:
   • Name: Customer-facing name (e.g., “Mock Interview Prep”).
   • Description: Explains the value of the add-on.
   • Add-On Key: Unique identifier. Leave blank to auto-generate.
   • Customer Visibility: Toggle to show or hide the add-on in self-serve checkout flows.
4. Click Create. The add-on is saved as a draft.

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Attach Features

Define what functionality the add-on provides.

1. In your add-on, go to the Features section.
2. Click Attach Features.
3. Select from existing features or create new ones.

Feature Configuration

• Boolean Features: Simply attach to grant access.
• Metered Features: Configure usage rules:

  Setting	Description
  Limit Type	Hard Limit: Usage is strictly capped. Soft Limit: Usage is unlimited (metered for billing).
  Quota Limit	The maximum usable quantity (for Hard Limits).
  Included Usage	The amount included in the base price of the add-on.
  Reset Interval	How often usage resets (e.g., daily, monthly).
  Reset Anchor	Reset cycle starts at subscription activation.
  Enable Carryover	Allow unused usage to roll over to the next period.

  4. Click Add Feature to save.

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Set Pricing

Add-ons can be billed one-time or recurring.

1. In your add-on, go to the Prices section.
2. Click Add Price.
3. Choose a Billing Frequency (one-time or recurring).
4. Select a pricing model:

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Fixed Pricing

• Choose Fixed Charge.
• Set the price. Quantity is always 1.
• Select Billing Timing:
  • In Advance: Charged at the start of the cycle.
  • In Arrears: Charged at the end of the cycle (only for monthly or shorter intervals).

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Dynamic Pricing

• Choose Set Dynamic Price.
• Select the metered feature to price against.
• Define your pricing model based on product’s value delivery. Select pricing models based on standard or tiered-based pricing (flat, per-unit, or packaged).
• Set Billing Timing (In Advance or In Arrears).

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Launch the Add-On

Once configured, click Launch Add-On in the top right. The add-on must be launched before it can be attached to other offerings.

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Attach to Offerings

Connect the add-on to plans or single purchases to make it available.

1. Navigate to the desired Plan or Single Purchase.
2. Go to the Attached Add-Ons section.
3. Click Attach Add-On and select your launched add-on.
4. Configure attachment settings:
   • Mandatory: Automatically added to the order; customer cannot remove.
   • Optional: Customer can choose to add it.
   • Visibility: Control whether the add-on is visible to customers or admin-only.

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Manage Add-Ons

• View: See all add-ons under Catalog → Offerings (Add-Ons tab) or within a specific product.
• Edit: Select the add-on and click Edit. Changes create a new version that must be launched.
• Delete/Archive:
  • Delete: Only possible for draft add-ons.
  • Archive: For launched add-ons. Preserves existing subscriptions but prevents new attachments.