How to restrict certain addons for specific plans?

Modified on: Tue, 4 May, 2021 at 9:56 PM


This article covers:

Grouping of addons with plans


Note: If you are a PC 2.0 user, please refer to this link. 


With the new plan configurations, you can bundle certain addons with plans as either mandatory or optional. For example, a monthly service fee can be a mandatory addon for certain plans.

Restrict products during sign-up

To bundle addons with plans so that they are automatically applied to the subscription when a plan is selected, you need to link addons with the plan. Use the Edit Plan option on the plan page(under Product Catalog) and choose the desired recurring and non-recurring addons.  



The addons will be attached automatically to the checkout for these specific plans.


On the customer portal

When a customer chooses a plan which has addons linked to it from their portal accounts, the addons will be automatically applied.




Related articles and documentation:
Auto Addon

Associating plans with addons

M
Monica is the author of this solution article.

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