Enable Quantity Management

Allows customers to manage the quantities of their subscription

Overview

Quantity management allows your customers to select the quantity of a product they want on checkout and/or manage that from the Customer Portal. This is great for unit-based pricing models where you charge per seat, user, or other unit.

Adds an Update button for your customers to update the signup quantity
Once the Update button is clicked, an update form will pop up to allow the change
Adds an Update button in the portal for your customers to update subscription
Once clicked, the update form will pop up and allow your customer to update and confirm the new quantity and price

Below are the steps to enable this feature.

Configure Stripe

Add Metadata

To allow changing of quantities, you need to add the following metadata to your Stripe Products

Metadata

Description

sb_quantity_enabled: true

allow change quantity in pricing /signup and portal

Stripe Product Metadata Settings

Set Unit Label

To allow changing of quantities, you need to have a unit label on your Stripe Product. This tells Servicebot that the product is used for unit-based billing.

Setting Unit label on Stripe Product

Enable on Billing Page

Go to your billing page and enable the option to allow quantity management.

Quantity Mangement Option on Dashboard

Additional Settings

In addition to enabling the quantity management feature, you can add the following settings to control some behaviors.

Key

Type

Required?

Default

Description

min

number

no

0

Default is 0

Sets the minimum that your customer can set the quantity value.

For example: 10 users.

Use case: you do not want someone to set it to 0 or -1 or you have a minimum signup quantity.

max

number

no

Stripe Max Limit

Sets the maximum that your customer can set the quantity value.

For example 100 users.

step

number

no

1

Default is 1

If set to 10, the plus and minus buttons will increase or decrease the quantity by 10 when clicked.

"options":{
"behavior":{
"quantityManagement":{
"unit":{
"email":{
"min":10,
"max":5000,
"step":50
}
}
}
}
}