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Subscription Plans

Peak supports flexible Subscription Plans that allow administrators to define various pricing models and access levels for users. These plans are managed through the admin dashboard.

Managing Plans​

To manage plans:

  1. Go to Admin → Billing → Plans
  2. You'll see a list of all existing plans.
  3. Click the Create New Plan button to add a new subscription plan.

Plan Fields​

When creating or editing a plan, the following fields are available:

Basic Information​

  • Name *: The name of the subscription plan (e.g., Starter, Pro, Enterprise).
  • Primary Heading: The main heading displayed on the pricing card.
  • Short Description: A brief summary of the plan.
  • Status: Choose between:
    • Active: The plan is visible and available.
    • Draft: The plan is hidden from users.

Roles​

  • Roles: Assign one or more user roles that will automatically be applied to the user once they subscribe.

Trial Settings​

  • Offer Trial Days (toggle):
    • If enabled, specify the number of free trial days available for new users.

Per Seat Pricing​

  • Per Seat Pricing (toggle):
    • If enabled, specify:
      • Max Seats: Maximum number of seats allowed.
      • Seat Name: Singular (e.g., "Member").
      • Seat Label: Plural (e.g., "Team Members").

Incentives​

  • Monthly Incentive Discount (toggle):

    • If enabled, provide a short text to highlight the benefit (e.g., "Save 20% by choosing monthly").

  • Yearly Incentive Discount (toggle):

    • If enabled, provide a short text for the yearly benefit (e.g., "2 months free on annual billing").

Features​

  • Featured (toggle): Mark the plan as featured to highlight it in the UI.
  • Features *: A comma-separated list of key features (e.g., "Unlimited projects, Priority support").

Pricing Section​

Each plan can have up to two pricing options (usually monthly and yearly). For each:

  • Payment Interval: Choose between monthly or yearly.
  • Price: Numerical value (e.g., 10, 99.99).
  • Stripe ID: Corresponding Stripe plan ID.
  • Paddle ID: Corresponding Paddle plan ID (if using Paddle instead of Stripe).

Notes​

  • Plans can be connected to your billing gateway (Stripe or Paddle) using the correct pricing IDs.
  • Only active plans will appear in the user-facing pricing page.