Plan Categories help you group different plans as long as they share the same billing currency, creating an easy way to organize your plans and offer a digestible comparison view for customers. So, let's learn how to create, organize, and use them to improve your SaaS offering.
How To Use Categories?
When Creating A Plan
When creating a new SaaS Plan, you can select an already-created category or create a new one.

Once you do, as long as you have other Plans inside the category, you will be prompted to place your plan in relation to others for a clear visual of their Plan hierarchy.

For Existing Plans
If you want to move an existing plan higher or lower in the hierarchy, you must start by editing it in the Plans & Pricing tab of the SaaS configuration section of your Agency.

In the Plan Details section, scroll down to Plan Category and click Edit Category.

There, you can change a plan's category by selecting or creating one from the dropdown menu.

Or, reorganize their position by dragging the plan into its new place.

Review the impacted plans in the new category, as features from the moved plan are inherited upwards, and the moved plan itself inherits from lower levels. Once satisfied with your changes, click Confirm at the bottom right corner.

Managing Categories
Creating Categories
In the Plans & Pricing tab, you can create a new Category by clicking the +Add new Category from the dropdown menu.

Enter your category's name (1) for identification inside the system, and select the currency (2) that plans are billed in.

Editing And Deleting Categories
To manage plan categories, switch to the Advanced Settings tab.

Scroll down to categories, where you can click the pencil icon (1) to rename your category or the trash can icon (2) to delete a category.

📌Note: To delete a category, no plans can be active under it.
Using this information, you can easily organize your plans even after creation, create clear upgrade and downgrade paths, and provide a clear view of the features offered between plans and where they stand in relation to each other, so customers can make the best decision for themselves.