Can I group plans and display them in the customer portal?

Modified on: Sat, 29 May, 2021 at 3:17 AM


On the  V2(earlier version) of Chargebee’s Customer Portal, you can group plans based on their billing interval. 


To enable this option, navigate to Settings > Configure Chargebee > Checkout & Self-Service Portal > Customer Portal, here enable the “Change Subscription” option under “Allowed Actions” and select the ”View plans based on billing interval”. 


Here’s a screenshot for your reference:


 


Checkout V3:


For the portal V3, we provide advanced customization options through the Custom Codes feature that allow you to group, hide or display different plans based on your business use case. You can also configure when the "Change Subscription" operation occurs based on the plans the customers choose. This feature needs to be enabled from the back end for your site and would require some development effort on your end. Please contact support@chargebee.com to enable this for your site.


We have attached the docs which has the instructions for configuring the grouping of plans in the portal.


Once this feature is enabled for your site, you can go to the link https://site-name.chargebee.com/custom_codes(replace ‘site-name’ with your Chargebee domain name) and upload your code. Here’s a sample JS code for your reference.



Related articles and documentation:

Checkout and Self Service Portal V3

Customer Portal V2







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