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

Monica is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.