Add and manage plan groups

Plan groups are a way of organizing sets of related plans together.

A plan group can be defined as an ‘organization’ or ‘user’ type, depending who you are selling to. For (B2B) businesses, use the organization type. For (B2C) individual customers, use the ‘user’ type. If you are a B2B2C business, create one group of each type.

How you set up plans in the group impacts how you present feature bundles on a pricing table.

Default plan groups

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When you first add a plan in Kinde, you select the plan type and a plan group will be automatically created for you. You can later change the name of the group, or make a different group the default group. There can only be one default group for organizations and one for users. The default group is what is displayed by default on a pricing table.

Add a plan group

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1. Go to Billing > Plans.
2. Select Add group.
3. Enter a Name and select the type of plan the group contains.
4. Choose a colour. This only applies to how the group appears on the Plans page.
5. Select Save.
6. Repeat for all the groups you want to add.

Organize plans within a group

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The order of plans within a group represents the order they are shown in the Kinde Admin. This does not impact the order they are shown on the pricing table.

To move a plan up or down in a group, select the three dots menu and select a moving option:

Move a customer to a plan in another group

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Plan groups control which plans appear together on a pricing table. They do not lock a customer to that group forever.

You can move an organization or user to a published plan in a different group of the same type:

1. Open the organization or user record and select Billing.
2. Select Change plan.
3. In the Choose plan dialog, find the plan under its group name and select it.
4. Select Save.

Kinde cancels the customer’s current agreement and creates a new agreement for the selected plan.

Creating a billing agreement via the Management API works the same way. The new plan can be in a different group, as long as it is the same type as the customer (organization or user).

Customers who upgrade or downgrade in the self-serve portal still choose from the pricing table, which includes only one plan group.

See Subscription upgrade and downgrade methods.

Delete a plan group

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If you delete a plan group that is associated with a pricing table, the pricing table will also be deleted. These actions are not reversible.

1. Go to Billing > Plans.
2. Select the three dots menu near the plan group name.
3. Select Delete.
4. In the confirmation window that appears, confirm you want to delete.