#cha5nce_customer-portal

1 messages ¡ Page 1 of 1 (latest)

steel fernBOT
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meager spindle
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Hi there,

I'd like to use the no-code stripe portal to allow customers to manage/upgrade their subscriptions for my CRM.

I require customers to create a base subscription to accesss my platform. I also allow customers to create add-on subscriptions for my CRM, for example - a custom phone number for $6/month. I also charge customers for usage in the form of SMS and emails.

Because of this, when I use the no-code stripe portal to allow upgrades/downgrades, the additional add-on charges also show the 'upgrade subscription' button.

I was wondering what the best practice is to move forward.

One idea I had was to have a core subscription of just that base (cont below...)

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I have a core subscription of just that base subscription + then I created another product called Usage + Add Ons, with multiple prices, covering my usage based SMS and email charges, as well as any add ons. This way, in the no code portal, users can only upgrade/downgrade the base subscription, since the other product containing all of the other usage + add on prices can't be upgraded as the product is composed of multiple prices + is a "Price varies with usage"
I was wondering if this makes any sense at all, or if I'm being a total fool and missing something obvious.
My main priority here is that I'd like to use the stripe customer portal to enable upgrades/downgrades.

I'm fine with having cancellations take place on my site. I just don't want to manage upgrades/downgrades and prorated charges, for example.

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To reiterate, we've got multiple subscription types.

Good/Better/Best base subscription
Usage based charges for SMS and Email
Additional monthly recurring flat charges for add-ons like custom phone numbers

And I want to use as much of the customer portal as possible to avoid dealing with cancellation/downgrade/upgrade

and I'm just wondering what best practice is here
Thank you!
Or maybe it makes no sense to use the customer portal in this context. I'm very open to any recommendations. Thank you very much!

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is there a way in the no-code customer portal to prevent customers from upgrading one product vs the other?
Right now, what i've found is as soon as I toggle this one

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This one

Screenshot_2024-11-19_at_11.23.42_AM.png
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On

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the customers not only can switch between the base subscription (good / better / best)

but they can also see the upgrade options on additional monthly recurring flat charges for add-ons like custom phone numbers

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So if for example

I add the good/better/best trio as those products, and

I had a customer subscribed to the better plan, with the phone number add on

They would see 'upgrade subscription' as a button next to

the better plan

AND

The phone number monthly add-on

And upon clicking upgrade, both would show that they could select good/best

median prawn
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I wish I could help, but this chat is focused on developers and technical questions. Our support team will be able to assist you better than I can on no-code solutions.

meager spindle
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This is I think a fairly technical question -- I am a developer, and this question revolves around how I should set up my product types in order to take advantage of the no-code customer portal

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But the question is not about the mechanics of the portal, as much as it is about how to set up subscriptions such that one is mutable by the customer portal for upsell/downsell, and the other (add ons / usage charges) is not

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So right now, my plan to pull this off is

For each user they can have two subscriptions

Subscription to product 1 (base subscription): Base subscription A/B/C
Subscription to product 2 (usage + addons): contains up to 5 usage based/recurring prices, all of which are active, as seen in the screenshot

But all those prices are active under one single subscription

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Like so

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So I'd have 2 total subscriptions (one editable, one not in the customer portal, since one is a flat rate recurring, and the other is usage/flatrates bundles into a single subscription product) and the way I would do that is by creating a second product called Usage + Add Ons that contains anywhere from 1-5 prices that are all active at once.

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I wanted to see if you see any issue with this from a technical side

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1 - Will I still be able to programatically add add-ons to the subscription? I.e. within a subscription with multiple prices, can I use Stripe's API to add additional instances of the same product with a different price? So for example, if I had someone wanting a custom phone number, and they only had two usage based prices active within the Add Ons / Usage subscription, can I use the API to add another $6,00 recurring charge if I have already set up that price?
2 - Would all of the pricing get billed at the same cycle since it is all one subscription?

median prawn
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That is a lot of text, let me catch up here.

meager spindle
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Thank you!

median prawn
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I think youe logic here makes sense:

Subscription to product 1 (base subscription): Base subscription A/B/C
Subscription to product 2 (usage + addons): contains up to 5 usage based/recurring prices, all of which are active, as seen in the screenshot

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However, on the usage based billing subscription you would not be able to leverage the customer portal tp upgrade as it's not supported, they would only be able to cancel.

steel fernBOT