Custom Plans, Billing & Credits
Build your own subscription plans, control exactly which features each customer gets, manage email and SMS credits, and optionally connect Stripe to collect payments directly — all under your brand.
51+ configurable plan options. Three-state feature gating. Add-on location billing. One-time credit products. AI-powered price recommendations. Stripe Billing is optional — plans and credits work with or without it.
Three ways to manage billing
Custom Plans and Credits work independently. Connect Stripe when you're ready to collect payments — or manage everything through the API or Zapier.
Stripe Connect
Connect your Stripe account and collect payments directly. Subscriptions, checkout, invoices, and billing portal all run under your brand.
Optional. Connect it when ready.
API
Manage plans, assign customers, and allocate credits programmatically through the API. Build your own billing flow if you prefer.
Full plan and credit management.
Zapier
Use the official Zapier integration to automate plan assignments and credit management from any tool you already use.
6,000+ connected apps.
Build your own plans from scratch
No fixed templates. Every plan is fully configurable — set your own names, pricing, trial periods, features, and limits. Create as many plans as you need.
Free plans supported
Not every plan needs a payment method. Create free tiers for lead generation or trial alternatives, with no Stripe connection required.
Monthly and yearly billing
Offer both billing intervals with separate pricing. Shareable payment links are auto-generated for each.
Promotion codes
Percentage or fixed-amount discounts. One-time, repeating, or permanent. Customers see discounted prices alongside originals.
Configurable trial periods
Set trial days per plan, or disable trials entirely. Credits can optionally be withheld during the trial.
Blocked sources and widgets
Selectively allow or block specific review sources and widget types per plan for precise feature control.
Plan configuration
Custom plan name and description
Monthly and yearly pricing options
Configurable trial periods (or no trial)
Custom feature bullet points for the pricing page
Drag-and-drop plan ordering
Hidden plans for existing subscribers only
Default plan auto-assigned to new signups
Archive plans without deleting them
Checkout & payment links
Auto-generated shareable checkout links for any plan
Promotion codes with percentage or fixed-amount discounts
One-time, repeating, or forever coupon durations
Discounted prices display alongside original prices
51+ feature options per plan
Control exactly what each customer can access. Every feature uses a three-state model — so you can create clear upgrade paths.
Enabled
Feature fully available
Upgrade
Visible but locked with an upgrade prompt
Hidden
Completely removed from the UI
Numeric limits
Organisation limit
Location limit
Team member limit
Widget limit
Feedback form limit
Review source limit
Email and SMS credits per month
Feature categories
Reviews: import, export, tags, AI respond, AI Insights, Search AI
Widgets: create, branding removal, custom CSS, filtering
Collection: forms, QR codes, NFC, AI Review Assistant
Campaigns: email, SMS, WhatsApp, custom sender addresses
Integrations: API access, reporting, custom review sources
Section visibility: show or hide entire platform sections
Per-customer overrides
Beyond the plan defaults, you can override any option on a per-customer basis. Give individual customers more (or fewer) features without creating a separate plan. Only the differences are stored. Everything else inherits from the plan automatically.
Add-on location billing
Charge extra when customers exceed their plan's location limit. Two pricing models to match how you want to bill.
Flat per-location pricing
A single price for every additional location beyond the plan limit. Simple and predictable for your customers.
Tiered volume pricing
The per-location price decreases as customers add more. For example: locations 1–5 at $50/mo, 6–20 at $40/mo, 21+ at $30/mo. Rewards growth automatically.
Customers see a clear cost breakdown before adding a location. Billing is synced and prorated automatically.
Email & SMS credit management
Allocate email and SMS sending credits per plan, sell credit top-ups as products, and track usage across every customer.
How credits work
Plan credits: automatically allocated when a subscription starts or renews based on the plan's limits
Product credits: customers purchase top-ups as one-time products (with optional expiration)
Manual adjustments: add or remove credits anytime with notes for your records
Oldest credits are used first, so purchased top-ups aren't consumed before the plan allocation
Credit lifecycle
Credits renew automatically with each billing cycle
Plan switches prorate remaining credits and allocate new ones instantly
Optionally disable credits during the trial period to prevent abuse
Full transaction log showing every allocation, purchase, adjustment, and daily usage
Credit balances and usage are visible to both the agency (across all customers) and individual customers (for their own account).
Sell one-time products
Alongside subscription plans, sell one-time products — email credit packs, SMS top-ups, NFC tap-to-review products, or anything else your customers need.
Custom name, description, and pricing
Product images for your storefront
Custom feature bullet points
Price display with optional strikethrough for promotions
Country restrictions for regional availability
Archive products without deleting
Product types
Email credits: additional email sending credits
SMS credits: additional SMS sending credits
NFC products: physical tap-to-review products
Custom products: recurring add-ons you define
Product controls
Stock level tracking with automatic decrement
Purchase limits per customer
Credits can expire after a configurable duration
Country restrictions for regional availability
Duplicate products as templates
AI-powered price recommendations
Not sure what to charge? When you save a plan, the system calculates a recommended monthly price based on the features you've enabled, the number of locations, your country, your sales model, and your industry niche. Pricing recommendations adjust for 30+ countries and 18 industry verticals.
30+ countries
Localised base pricing by market
18 industries
Niche-adjusted pricing multipliers
3 sales models
Self-serve, done-for-you, or door-to-door
Your customers see your brand
The entire billing experience is white-labelled. Checkout, invoices, billing portal, and plan management all appear under your Stripe account and your domain.
Pricing page
Monthly/yearly toggle showing all available plans with features, pricing, and current plan indicator.
Branded checkout
Stripe-hosted checkout under your Stripe account with secure payment processing.
Plan switching
Customers can upgrade or downgrade with automatic proration. No manual intervention needed.
Billing portal
Customers manage payment methods, view invoices, and update their details through Stripe's hosted portal.
Subscription pause
Customers can pause their subscription for 7–90 days and resume when ready.
Status indicators
Active, trial, cancelled, and past due statuses help customers know exactly where they stand.
Subscription lifecycle
Every stage of the subscription is handled — from trial to cancellation and everything in between.
Subscribe
Customer selects a plan, completes checkout, and credits are allocated immediately.
Switch plans
Prorates the current subscription, adjusts credits, and activates the new plan instantly.
Pause
Customer pauses billing for a set number of days. Service continues or pauses based on your configuration.
Cancel
Multi-step flow with reason collection. Grace period lets them continue until the billing period ends.
Resume
Reactivate a cancelled (on grace period) or paused subscription in one click.
Automatic downgrade
Set a target free plan for each paid plan. When a subscription ends, the customer is automatically moved to the free plan and receives a notification email.
Configurable per plan or as a tenant-wide default. Can also be disabled entirely.
Cancellation flow
Multi-step cancellation with reason collection helps you understand why customers leave through structured feedback. Grace periods let customers continue until the current billing period ends.
Failed payment recovery
When a payment fails, customers can complete it from their subscription page, with no need for manual follow-up or support tickets.
Revenue analytics
Track your business health from the Agency Operations Dashboard. MRR, ARR, churn, and trial conversion — broken down by currency.
MRR by currency
ARR by currency
Active subscriptions
Active trials
Churn rate
Trial conversion rate
Related features
White-Label
Your brand, your domain. Billing is part of the full white-label experience.
Sales Agents
Automatic Stripe commission tracking for your sales team.
Analytics & Reporting
Revenue metrics, customer usage, and delivery tracking in one dashboard.
Team Members
Plan-gated team member limits give you another lever to tier your pricing.
See whether EMR fits the way
your agency actually runs.
Try the real workflows, brand the platform, and decide with your own eyes whether it belongs in your stack.