How to Attach Add-ons and Charges to a Plan in ChargeBee

In this guide, we will walk you through the steps to attach add-ons and charges to a plan in ChargeBee.

Step-by-Step Guide

1. Navigate to Plans:

   • Under the Product Catalog, click on Plans.

   • Select the desired plan you wish to attach the add-on and the charge.

2. Access Applicable Add-ons and Charges:

   • On the Plan Details page, scroll to the Applicable Add-ons and Charges section.

   • All add-ons and charges are set as applicable by default. You can click Change and select specific add-ons and charges to be applicable.

3. Attach an Add-on:

   • Click Plus Attach and select add-ons from the drop-down.

   • In the modal, click the Choose drop-down under Add-on.

   • In the Attach an add-on pop-up, select the add-on that you want to attach to this plan.

   • Select an applicability option:

     • Mandatory: The add-on is automatically attached to new plan activations and cannot be removed except via API.

     • Recommended: The add-on is suggested in the checkout and portal to the customer.

   • Click Add.

4. Attach a Charge:

   • Select the charge from the drop-down.

   • In the pop-up, select the charge from the drop-down.

   • Choose an applicable option on when to apply the charge.

   • Click Add.

The add-on and the charge have been successfully attached to the plan.

Thank you for watching this video.