56 lines
2.9 KiB
Plaintext
56 lines
2.9 KiB
Plaintext
---
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title: "Custom Plans"
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description: "Create one-off plan variations for individual customers"
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---
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Sometimes a customer needs a plan that doesn't match any of your standard offerings — extra credits, different pricing, or access to features not in their current tier. Custom plans let you create a one-off variation of any product for a specific customer, without changing the product for everyone else.
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## When to use custom plans
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Custom plans are useful when:
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- An enterprise customer negotiates a different price or feature set
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- You want to give a customer extra allowance as a one-time accommodation
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- A customer needs access to a feature that isn't in their current plan
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- You're closing a deal that doesn't fit neatly into your standard tiers
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## Creating a custom plan via the dashboard
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1. Navigate to the [Customer details page](https://app.useautumn.com/customers) for the customer
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2. Click "Enable Product" (or click the existing product to modify it)
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3. Make changes to the product items before enabling:
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- Adjust feature allowances (e.g., increase included credits from 100 to 500)
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- Add or remove features
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- Change pricing (fixed or usage-based)
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4. Click "Enable"
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This creates a custom version of the product — only this customer will have it. The original product remains unchanged for all other customers.
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## What happens when you enable a custom plan
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The behavior depends on what you changed:
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| Change type | Behavior |
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|---|---|
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| **Features only** (allowances, adding/removing features) | Takes effect immediately. New balances are provisioned while keeping existing reset dates. |
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| **Pricing changes** (higher price) | Treated as an upgrade — prorated charges apply for the remainder of the billing cycle. |
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| **Pricing changes** (lower price) | Treated as a downgrade — scheduled for end of current billing cycle. |
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## Custom plans vs editing balances
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If you just need a temporary adjustment (e.g., granting a customer extra credits this month), you can [edit their balance directly](/documentation/customers/managing-customers#editing-feature-balances) instead. Balance edits reset at the next billing cycle.
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Custom plans are better when you want the change to persist across billing cycles.
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<Info>
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**Example**
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A customer on your Pro plan (100 credits/month, $50/month) needs 250 credits/month at the same price. Create a custom plan with 250 included credits. They'll get 250 credits every month going forward, while all other Pro customers continue getting 100.
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</Info>
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## Custom plans and versioning
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Custom plans are tracked as separate versions of the product. When you [update the base product](/documentation/customers/versioning), customers on custom plans are not affected — they stay on their custom version.
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If you want to migrate a customer off a custom plan and onto the latest standard version, you can do so from the [customer details page](https://app.useautumn.com/customers) by re-enabling the standard product.
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