The Custom Plan Feature Matrix

Above the sub-tabs sits an Advanced View switch. It reveals extra controls (Platform Mode, API Access, widget filter options, and more), and it resets to off on every page load. Several important options are simply invisible until you flick it, so if an option from this guide is missing from your screen, turn Advanced View on before assuming anything else.

The same editor appears in two places: on the plan itself (the template every subscriber inherits) and on each customer's Manage Customer page (a per-customer override layer). Anything set on the customer overrides the plan for that customer only; clearing the override re-inherits the plan value.

• Section-visibility options are 2-state instead: Visible / Hidden. These are Settings Pages, Billing Pages, Services Page, Reviews Page, Campaigns Section, and NFC Cards
• Some options are parents with nested children: hiding a parent (for example Respond with AI or Email Campaigns) also hides its children
• Use Upgrade on features you want to sell against, and Hidden on features that should never appear for that tier

Always test by logging in as (or impersonating) a customer. Only then do the Upgrade locks, hidden sections, and limits actually apply.

Note that AI Hub and API Access are separate products with separate switches: enabling API access does not grant the AI Hub, and vice versa. The last five rows only appear with Advanced View on.

The bring-your-own-provider children (Own Email Provider, Own SMS Provider, Own WhatsApp Provider) and WhatsApp Custom Templates (WhatsApp is coming soon) all default to Hidden, so customers use your managed sending unless you deliberately open BYOK up on the plan.

By default a blocked platform still shows greyed out in the customer's picker; turn on Hide Unselected Sources to remove blocked platforms from the picker entirely.

• The ready-made Starter, Professional and Enterprise plans are created with Publishing set to Upgrade, Enabled and Enabled, and Autopilot to Upgrade, Upgrade and Enabled
• Publishing and Autopilot count toward the price recommendation only when set to Enabled. A plan that already includes most features is at the top of the range, so adding them may not change the suggested price

• Set Up Publishing for a Customer

The core fields are Monthly Stripe Price ID and Yearly Stripe Price ID, each with a Create button for in-app price creation. The currency comes from your platform currency setting and is shown read-only. A plan counts as a Stripe plan if at least one price ID is set, and IDs are validated against your connected account.

Additional location pricing lives here too: Monthly Add-on Price ID and Yearly Add-on Price ID bill each location beyond the plan's Max Locations. If you configure Tiered Pricing (volume discounts by location count), it overrides the simple add-on price IDs.

• Platform commission: a 1.9% application fee applies to customer payments
• The fee is waived for lifetime-deal agencies
• The fee is silently dropped for BRL, INR, MXN, MYR, SGD, and THB currencies

Existing customers are billed from Business -> Customers -> Manage Customers using Checkout Sessions instead. A Checkout Session binds to the customer's existing Stripe customer, has a Plan to bill dropdown that defaults to their current plan, and its link expires in 24 hours.

• New signup, no Stripe history: share the plan's Payment Link
• Existing customer, upgrade or first payment: generate a Checkout Session from Manage Customers
• Both honor coupons (allow_promotion_codes) and the plan's trial settings

When a subscription fully ends, the plan's Subscription End Behavior decides what happens next: Use default, Do nothing (block access), or auto-switch the customer to a chosen free plan. Note that the auto-downgrade clears all per-customer overrides.

When a customer's trial expires or their subscription lapses, the dashboard redirects them to your subscriptions page, or to a subscription-required page when billing is hidden or Stripe is absent. Campaign sending and review syncing stop. Their public feedback forms and QR links show a branded 'page paused' notice (HTTP 402) rather than a broken 404, so end customers scanning a QR code never hit a dead page.

• Trial Days is hidden for Free plans and forced to 0 when the plan is free
• Subscription End Behavior options: Use default, Do nothing (block access), or auto-switch to a chosen free plan
• Auto-downgrade to a free plan clears all per-customer overrides, so re-apply any you still want

Non-Stripe, non-free customers stay active until their platform trial date passes. You assign plans manually via the customer's Switch Plan modal.

Credits on free and non-Stripe plans renew monthly per the plan's limits, independently per channel, and respecting the No Credits During Trial option.

• Customers without your Stripe see a reduced Billing menu: Credit usage only, plus Buy credits when you sell credit products with external payment URLs
• Pause is available for non-Stripe customers only, from Manage Customer, and stops access unless the plan is free

Timing is the important part. Editing limits on a specific customer expires and re-grants their credits immediately. Editing the plan template does not touch existing subscribers' credits until their next monthly renewal.

• Use the plan editor for changes that should roll out to everyone at renewal
• Use the per-customer editor for changes that should take effect right now
• The per-customer editor has no price-recommendation step: it saves options directly
• Remember that an auto-downgrade at subscription end clears all per-customer overrides
• Overrides are also cleared whenever the customer changes plan. For a lasting setup such as a done-for-you Publishing level, set it on the plan itself

• Copy: duplicates everything except Stripe price IDs and payment links, so reconnect billing on the copy. It does copy the Default Plan flag, so un-default one of the two afterwards
• Hide: retires a plan without deleting it. Existing subscribers keep it and you can still assign it from the Switch Plan modal
• Delete: a soft delete, blocked while any customer is assigned to the plan (including cancelled and free ones), with the error 'You have active subscribers on this plan'. Move customers off first
• Reorder: drag plans in the list to change their display order

• Hiding a feature is not retroactive. Configuration customers already enabled (for example video collection on a feedback form) keeps working until you edit the form, so audit existing records after downgrading a plan
• Advanced View resets off each visit. If you cannot find Platform Mode, API Access, or the widget filter options, flick the switch
• The plan editor's save opens a price-recommendation dialog: options only persist after you click Save Plan Options there
• Campaigns Section hides navigation but not direct URLs
• Setting API Access to Upgrade still 404s the API docs page. Only fully Enabled unlocks the docs
• NFC is hidden by default and the customer nav additionally requires a real NFC order before the item appears
• The 1.9% commission is silently waived for BRL, INR, MXN, MYR, SGD, and THB, so revenue reports will not show a fee for those currencies