Plans
Plans define what each tenant is allowed to do and how much they pay. The super admin creates and manages all plans from Super Admin โ Billing โ Plans.
What a Plan Controlsโ
Each plan defines:
| Limit | Description |
|---|---|
| Max Leads | Maximum lead records a tenant can store |
| Max Users | Maximum team members per workspace |
| Max Forms | Maximum active forms |
| Max Automations | Maximum active automations |
| API Access | Whether API keys can be created |
| Custom Domain | Whether custom domain is available |
| White-Label Branding | Whether branding settings are unlocked |
| Advanced Reports | Whether advanced report pages are available |
Creating a Planโ
- Go to Super Admin โ Billing โ Plans.
- Click New Plan.
- Fill in the Basics tab:
| Field | Description |
|---|---|
| Plan Key | Internal identifier (lowercase, no spaces, e.g. starter, pro) โ cannot change after creation |
| Name | Display name shown on the pricing page (e.g. "Starter", "Professional") |
| Description | Short description (max 500 characters) |
| Monthly Price | Recurring monthly price |
| Currency | Price currency |
| Trial Days | Number of days for a free trial (0 = no trial) |
| Is Active | Whether this plan is publicly available |
- Fill in the Limits tab with the feature limits.
- Fill in the Features tab โ a key-value list of feature flags.
- Click Save.
Editing a Planโ
- Go to Super Admin โ Billing โ Plans.
- Click the edit icon on the plan row.
- Update pricing, limits, or features.
- Save.
Changing plan limits affects all tenants currently on that plan immediately.
The plan key cannot be edited after creation (it is used in billing integrations and code).
Deactivating a Planโ
Toggle Is Active off. Deactivated plans:
- Are no longer shown on the public pricing page
- Cannot be assigned to new tenants
- Existing tenants on the plan are unaffected
Free / Trial Plansโ
- Set Monthly Price to
0for a free plan. - Set Trial Days to give new tenants a trial period on any plan.
Assigning Plans to Tenantsโ
Plans are assigned when creating a tenant (New Tenant form) or by editing an existing tenant's plan. See Tenant Management.
Feature Flagsโ
The Features tab is a flexible key-value store. Use it to control custom feature flags beyond the standard limits. The keys and values are available in the application's feature-checking logic.
Example feature flags:
advanced_reports โ true
api_access โ true
max_email_sequences โ 10