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Adding features to a service plan
Adding features to a service plan

How to add features to a Service Plan

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Written by Ashok P
Updated over a week ago

Features can be added to the plan when you create the plan. Unlike Billing Frequencies, Lengths, and other components, they cannot be pre-created under Settings.

To add a feature to a plan, click “Add a feature” on the plan creation page. This will open a modal to add the feature definition and display text.

There are three ways to add a feature to a plan.

1 - Use our feature example

We provide some example definitions for every feature. They will be seen under the “Examples” tab.

To add an example definition, click the “Use” button for the definition. This will add the display text for the definition.

Now, set the charges, pricing intervals, and service frequency in the options above the display text.

In this example, we added an existing example for the "Included Service Calls" feature and set the charges and pricing interval.

2 - Add a new feature

To add a new feature, enter the text for the feature, use the data tags for the charges, pricing intervals, and service frequency, and set the values for the data tags.

3 - Use a feature from another plan

Cloud will show the features used in another plan you created previously.

You have the option to use the exact feature or edit the text, charges, pricing intervals, and service frequency to create a new feature.

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