Add-ons

An add-on (the upsell) is a product that only makes sense on top of a plan: the Coworking extension on top of Growth, group mentoring on top of the Student plan, an extra-members pack on top of Scale. Anyone without the plan can't buy it — and it's never sold alone: only through the plan.

#What it's for

Without add-ons, the same effect would take a new plan for every combination ("Growth with coworking", "Growth with HR", "Growth with both"). With them, there's a single plan and the extra is added on top.

#The rules of an add-on

• Only through the plan: an add-on is only bought through the plan flow — together with the plan subscription, on its page, or summed to the subscription that already exists. Checkout refuses an add-on as the main product, for anyone: "This add-on can only be bought through its plan: together with the plan subscription or added to your current subscription."
• In the Store, it shows for everyone — with the viewer's state. Whoever already has the add-on sees "You already have it"; whoever has a plan that accepts it sees Add; whoever has another plan sees Available on plan X with the upgrade suggestion; whoever isn't subscribed sees Subscribe to plan X to add it. In no state is it bought alone. See Store.
• Follows the plan: a past-due or paused plan suspends the add-on (and restores it when the plan comes back); an ended plan ends the add-on.

#How it works

#Where it's set up

The list of add-ons lives on the plan. In Monetization › Plans, when you create or edit a plan, the Add-ons (upsell) section lists the products that can be added to it, and you tick the ones that apply to that plan.

For each add-on on the list, choose:

On the product's own Plans tab, you can see which plans it's an add-on of ("Add-on of: …"), read-only: "The list lives on the plan: in Monetization › Plans, edit the plan and tick the product under "Add-ons"."

#Add-on rules

• It's a monthly billing option, outside any plan. An option that's already a way to pay for a plan can't be another plan's add-on: "A product that is a plan's billing option cannot be another plan's add-on."
• Priced at the plan's pace: on a monthly plan, it charges the add-on's monthly price; on an annual plan, it charges 12 times the monthly price, within the same yearly installments.
• Weekly and daily plans don't offer add-ons, and neither do plans with a free trial, until the trial ends.
• The plan's contract length doesn't lock in the add-on: it can be removed at any time.

#A single payment

Bought together with the plan, everything becomes one order: one PIX, one boleto or one card transaction. From then on, the plan and its add-ons renew on the same date, in a single order. The platform fee's fixed US$ 1.00 applies once per order, not once per item.

#Adding an add-on later

Existing subscribers add an add-on from Billing › Add an extension:

1. The screen shows the prorated amount until the plan's next date ("Today: US$ 39.50 (prorated until 11/20)") and what comes after ("Then: US$ 79.00 with the plan, every charge.").
2. If the next charge is less than 3 days away, or the prorated amount is under US$ 10, nothing is charged now: the add-on goes straight into the plan's next charge ("Nothing charged now…").
3. Payment uses the saved card by default; PIX and boleto work too.

#Removing an add-on

Canceling an add-on takes effect at the end of the period: it stays until then and isn't in the next charge ("Canceled add-ons stay until the end of the period and are not in the next charge.").

Taking a product off a plan's list while the plan has subscribers to that add-on is refused ("This add-on cannot be taken off the plan: N subscription(s) of the plan's subscribers would be canceled right away…"): end those subscriptions first.

#Who can

Set up add-ons on the plan: owner and admin. Buy them: anyone with the plan.

#Step by step: sell an add-on together with the plan

Role: owner or admin.

1. Create the add-on in Monetization › Options › Create billing option: a name (e.g. Coworking Extension), a monthly price (US$ 79), the Monthly interval, and payment methods. Don't tick any plan on the Plans tab.
2. Open Monetization › Plans, and on the plan (e.g. Growth) open the row's menu and choose Edit.
3. Under Add-ons (upsell), tick Coworking Extension and leave it sold with the plan.
4. Save.
5. Repeat on the other plans that should offer the add-on.

#What the buyer sees

On the pricing page, after choosing the plan and the option, Add-ons for this plan appears ("Billed with the plan, in the same payment and on the same date."). Each add-on shows its price at the option's pace: + US$ 79.00/month on monthly; + US$ 948.00 a year on annual. The payment summary lists the plan and each add-on, and the total.

#Examples with numbers

The fee is 6.99% of the total + US$ 1.00 once per order.

Growth Monthly (US$ 25) + Coworking Extension (US$ 79), bought together. A total of US$ 104.00 a month. Fee: US$ 7.27 + US$ 1.00 = US$ 8.27. The community keeps US$ 95.73 a month.

The same two, bought separately. Two orders, two fixed fees: (US$ 1.75 + US$ 1.00) + (US$ 5.52 + US$ 1.00) = US$ 9.27. The community keeps US$ 94.73. Selling them together leaves US$ 1.00 more a month for the community, and a single billing date for the member.

Growth Annual (US$ 228) + Coworking Extension on annual (US$ 79 × 12 = US$ 948). A total of US$ 1,176.00 a year. Fee: US$ 82.20 + US$ 1.00 = US$ 83.20. The community keeps US$ 1,092.80.

Adding Coworking mid-month. Growth renews on the 20th; on the 5th, 15 of 30 days are left. Today: US$ 79 × 15/30 = US$ 39.50. From the 20th on, US$ 104.00 a month, in a single order.

#Common errors and how to fix them

#Frequently asked questions

Can an add-on have a free trial? The trial belongs to the plan. A plan with a trial doesn't offer add-ons until the trial ends.

If the member cancels the plan, does the add-on continue? No. A plan canceled at the end of the period also stops the add-on from renewing; a plan ended right away ends the add-on with it.

Can I discount an add-on? Yes: with a coupon that includes the add-on, or with a downsell for people who skipped it.

On an annual plan, is the add-on annual too? Yes: it follows the plan's pace and charges 12 times the monthly price, in the same payment and the same yearly installments. When the plan renews, it renews too.

Can one add-on apply to several plans? Yes. Tick it in the Add-ons section of each plan that should offer it.

Does an add-on unlock spaces? Yes, like any product: add it under the space's Who gets in › Products.

#In the API

PUT /api/subscription-groups/{id} with addOnProductIds; POST /api/checkout with addOnProductIds (checkout refuses an add-on as the main product, for anyone, with 400 on productId); POST /api/subscriptions/{id}/add-ons/quote and POST /api/subscriptions/{id}/add-ons. See Subscriptions and Checkout.

#Related

• Plans
• Downsell
• Member billing