Pro Plan Requirement for Add-ons

What this guide covers

This guide explains why add-ons require an active Pro plan in the Billing interface and how to run an upgrade-first purchase workflow. You will confirm eligibility, upgrade correctly, and then purchase the required add-ons.

Before you start

• You have access to Settings > Billing.
• You know which add-on outcome is required (spaces, messages, white-label, or Agency Portal).
• You are ready to complete Stripe checkout for paid changes.

1) Confirm current eligibility

1. Open Settings.
2. Select the Billing tab.
3. Check the current plan badge and plan status.

In the current app billing flow, add-on purchase controls are available once the plan is Pro.

2) Understand available add-ons

Add-ons in Billing include:

• extra_space
• message_block
• white_label
• agency_portal

Operational behaviour:

• Quantity-based inputs are used for extra_space and message_block.
• Single-account purchases are used for white_label and agency_portal.

3) Run upgrade-first workflow

If you are not on Pro:

1. In plan cards, select Upgrade via Stripe on the Pro plan.
2. Complete hosted checkout.
3. Return to Settings > Billing.
4. Click Refresh and confirm plan status is now Pro.

Only proceed to add-on purchase after Pro status is visible in Billing.

4) Purchase add-ons after Pro activation

1. In Add-ons, choose the required item.
2. Set quantity where applicable.
3. Click Buy to open checkout.
4. Complete payment and return to Settings.
5. Refresh billing data and verify:
   • add-on current value
   • updated total spaces/messages where relevant

5) Validate entitlement before rollout

Before operational rollout:

1. Confirm Billing totals match expected capacity.
2. Confirm plan and add-on states reflect completed purchases.
3. Document new entitlement values for the account.

This avoids launch issues caused by assumed, but unconfirmed, billing changes.

Common issues

• Add-ons appear disabled or hidden: verify Pro plan is active and refresh Billing.
• Plan changed but add-on state not updated: allow webhook processing, then refresh.
• Wrong quantity purchased: check quantity fields before starting checkout.
• Expected limits not visible: review add-on current values and total capacity blocks.
• Checkout flow interruption: rerun from Billing and complete checkout in one pass.

Validation checklist

• Pro plan is confirmed before add-on purchase attempts.
• Correct add-on and quantity are selected.
• Checkout completion is followed by Billing refresh.
• Total capacity values reflect the intended purchase.
• Entitlement changes are documented before go-live actions.

Final note

Use an upgrade-first sequence for predictable purchasing: confirm eligibility, complete Pro upgrade, then buy add-ons with immediate post-check validation. This keeps capacity planning and billing governance accurate.