Plan groups
Organise related plans into ordered groups that define your upgrade and downgrade ladder, and control where each group is shown.
A plan group is a named, ordered collection of related plans — typically the rungs of a single offering's ladder, such as Puppy Starter → Standard Groom → Deluxe Spa. Groups keep your catalogue organised and make it obvious which plans are upgrades or downgrades of one another.
Plan groups live on the second tab of the Plans dashboard: open Plans in the main navigation, then select the Plan Groups tab.
Viewing Your Plan Groups#
The Plan Groups tab lists your groups with the following columns:
| Column | Description |
|---|---|
| Name | The group's display name. |
| Code | The unique group code, up to 50 letters and numbers. |
| Plans | How many plans the group currently contains. |
| Visibility | Where the group is shown — hosted pages, web, and/or mobile. |
| State | Whether the group is Active or Inactive. |
| Actions | Buttons to edit the group's settings and to manage the plans inside it. |
Creating a Plan Group#
- On the Plan Groups tab, click Create.
- Complete the group's settings:
- Code — a unique identifier (letters and numbers only).
- Name — the display name for the group.
- Description — optional notes on what the group covers.
- State — active or inactive.
- Visibility — toggles for showing the group on hosted pages, on the web, and on mobile.
- Save the group. It appears in the list with a plan count of 0, ready for plans to be added.
Create your plans first, then group them. A group is a container — the pricing and terms always live on the individual plans. See Create a plan.
Adding and Ordering Plans in a Group#
Use the manage plans action on a group's row to open the plan picker:
- Add plans — select any plans from your catalogue to include in the group.
- Remove plans — deselect a plan to take it out of the group (the plan itself is not deleted).
- Order plans — arrange the plans by position. The order represents your ladder, from the entry-level plan up to the top tier.
Order matters: position the cheapest plan first and the premium plan last, so the group reads as a natural upgrade path when presented to staff and customers.
Editing a Group#
Use the edit action on a group's row to change its code, name, description, state, or visibility at any time. Setting a group to Inactive hides it from the surfaces it was visible on, without touching the plans inside it.