Quantity Management

This page describes how you can enable quantity management on the pricing / signup / portal embeds.

Configure Stripe

To allow change 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

Enable for Pricing / Signup

In your config options, add the following settings to enable changing quantity on Signup.

"options": {
"behavior": {
"signup": {
"allowUpdateQuantity": true,
}
}
}
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

Enable for Subscription Portal

You can allow your customers to update quantities in their current subscription by adding the following settings in your config options

"options": {
"behavior": {
"subscription_portal": {
"allowUpdateQuantity": true,
}
}
}
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

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
}
}
}
}
}

Still not seeing quantity management show up? Make sure to set a unit_label on your Stripe product which tells Servicebot the Product uses quantity based billing.

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