How to create manual plans – Help Center

You need to be an Admin on your ChartMogul account to create manual plans. Learn more about user permissions.

In this article, we'll learn how to create and manage manual plans. Adding manual plans is useful if you have manual customers that you would like to subscribe to a plan.

Creating a manual plan

1. To create a manual plan, navigate to Admin > Plans (https://app.chartmogul.com/#admin/plans).

2. Clicking NEW PLAN above the plans table will bring up the manual plans modal.

3. You can set a name for the manual plan and the billing interval, then click ADD to save the plan and add it to the plans table.

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4. Once the plan has been added to the plans table, you can delete it or toggle its availability for the drop-down menu when filtering by plan.

It is not possible to delete a manual plan that has customers actively subscribed to it. You will first need to move these customers to a new plan before deleting the manual plan.

Adding a manual plan to a manual customer

1. Now that a manual plan has been created you can add Manual customers to the plan.

It is not possible to add a non-manual customer to a manual plan. For example, if a customer was imported into ChartMogul from PayPal they cannot be added to the manual plan.

2. The manual plan will be an available option under Plan in the Add subscription modal that appears when clicking ADD SUBSCRIPTION on a manual customer's profile page. Screenshot_2021-06-16_at_13.29.33.png