Setup Your Stripe Account

Add your products and pricing plans to Stripe before embedding the Servicebot Subscription Management Portal.

Create Products & Plans in Stripe

Note: You do not need to do this step if you are planning to use the Subscription Management Portal without the "Change Plan" functionality. If you simply want your users to update payment information & view invoices, skip ahead.

Servicebot has Test & Live mode just like Stripe. Make sure you are in the same mode in Servicebot & Stripe. It's easiest to create Products in Stripe Test mode, then promote them to Live in Stripe.

Test mode enabled in Stripe

The first step is to create your products and plans in Stripe. The Servicebot design for Stripe Products & Plans makes your billing system scalable and makes it easy to change your pricing model in the future without going into code. It involves creating Stripe Products and Plans in certain ways according to the architecture below, and adding Metadata to those Products to define which products are part of which Service offering and Tier. This allows you to handle essentially any pricing model and easily make changes to them.

This process is as simple as logging into your Stripe account and adding your available products and pricing plans. Servicebot uses metadata attached to your Stripe products to render the pricing plans to your customers.

Example Stripe Product Setup for Flat Subscription Pricing

In order for customers to use the Plan Picker, or to use the Subscription Management Portal for subscription creation you must pass in a service and tier to the portal.

Metadata

Metadata in Stripe is used to group together Products & Plans into Services & Tiers. Metadata tags are used on the Product object. The property Key should be entered exactly as below, it is case sensitive.

Property Key

Description

Example Values

sb_service

The name of the service or offering. Allows us to group together many Products and Plans into a single service offering which enables the Subscription Management Portal to display options for customer to upgrade or downgrade to.

Slack, Servicebot, SaaS USD

sb_tier

The name of a tier within a service. Allows us to group together many Products and plans into a single tier to do complicated billing models with multiple metrics or units. Whenever a tier is selected by a customer, they are subscribed to all the plans in the tier

Free, Premium, Pro

Product Setup Rules

Each product you add to your Stripe account must have the 'sb_service' metadata tag. So if you have 3 pricing tiers, and each tier has a flat pricing, you must create one product for each tier (3 in this case) and add metadata to each of the 3 products with the service name and tier name.

If each tier has multiple pricing units, such as flat pricing plus some usage-based pricing, then you would also create one product for each of the flat pricing and 3 for each usage-based pricing units, and tag them with the appropriate metadata. So for a model with 3 tiers, and each tier having a flat subscription and usage based pricing, there would be six products created (2 per tier). Each product would need to have the sb_service and sb_tier metadata added to it.

Plans are created for each interval available (daily, monthly, yearly...) within each product.

A sample layout of Stripe flat pricing product structure
Example Product setup in Stripe with Metadata and multiple available intervals

You are now ready to Install the portals you need. Select the portal you wish to instal to learn more. If you are a SaaS business planning to use all the pages with an Authentication system, check out the next guide to learn more about the overall flow.

In a nutshell: Create a Product for every tier you have. Create a Product for every 'metric' you have. Create a Plan for every interval you have. Add 'sb_service' & 'sb_tier' Metadata to every Product.