Allow customers to add addons on Self serve portal

Modified on: Mon, 20 Sep, 2021 at 7:00 PM

Scope

How can customers add addons on the Self-serve portal?


Summary

Enable Self-Serve Portal, click Settings > Configure Chargebee > Checkout and Self Serve Portal > Portal > Enable.

Under this setting enable Allow customers to add addons. Select to allow your customers to add addons to the existing plan. You can select to allow non-recurring addons, recurring addons or both. The Add Addons option is found under Edit Subscription in the portal. Recommended addons mapped to a plan are shown with a "recommended" tag.


There are several other options that can be displayed in the self-serve portal. 

Setting

Functionality

Statuses in which subscriptions can be changed

Select the subscription states for which change subscription is allowed - active, non-renewing and trial.
Apply subscription changesSelect when the changes made should be effective - immediately or at the end of term.
Allow customers to change plansEnable to allow your customers to change their plan. Proration applies as per site setting.
Allow customers to change plan quantityEnable to allow your customers to change plan quantity.
Allow customers to add addonsSelect to allow your customers to add addons to the existing plan. You can select to allow non-recurring addons, recurring addons or both. The Add Addons option is found under Edit Subscription in the portal. Recommended addons mapped to a plan are shown with a "recommended" tag.
Allow customers to remove addonsSelect to allow your customers to remove the addons added to their subscription. You can select to allow non-recurring or recurring addons or both.
Allow customers to change addon quantityEnable to allow your customers to change the quantity of each addon added to their subscription. You can select to allow non-recurring or recurring addons or both.
Allow customers to add/remove couponsEnable to allow your customers to add coupons or remove added coupons.


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M
Monica is the author of this solution article.

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