> For the complete documentation index, see [llms.txt](https://partners.botpenguin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://partners.botpenguin.com/partner-platform-guidelines/partners/plans.md).

# Plans

The **Plans** section under **Partners** allows you to create, manage, and control pricing plans that can be offered to resellers and their customers. These plans define billing cycles, pricing, usage limits, and included benefits.

***

### Accessing Plans

1. Go to **Partners** from the left navigation menu.
2. Click on the **Plans** tab.

You will see a list of all existing partner plans.

***

### Manage Plans

On the **Manage Plan** screen, you can:

* View all created plans
* Search plans by name
* Check plan type 
* Enable or disable a plan using the **Status** toggle
* Restrict plan visibility
* Perform actions like **Duplicate, edit** or **Archive**
* Create a new plan

<figure><img src="/files/dhJYL27YVJzXdtLW95d8" alt=""><figcaption></figcaption></figure>

#### Available Actions

* **Create Plan**: Add a new partner plan
* **Duplicate**: Create a copy of an existing plan for faster setup
* **Archive**: Disable a plan so it can no longer be assigned (existing assignments remain unaffected)

***

### Create a New Plan

Creating a plan consists of two steps:

<figure><img src="/files/dL0YKrfcpkEdMoNJIGPz" alt=""><figcaption></figcaption></figure>

***

#### Step 1: Plan Basics

This section defines the core details of your plan.

**Basic Details**

* **Plan Type**:\
  Select the type of plan:
  * **Usage-Based Plan** – Pricing based on predefined limits
  * **Revenue-Sharing Plan** – Revenue is shared between you and the reseller
* **Plan Name**:\
  Internal identifier for the plan
* **Plan Display Name**:\
  Name visible to resellers or customers

<figure><img src="/files/0J4ERh7gAyNXXaG0WIgT" alt=""><figcaption></figcaption></figure>

***

**Payment Subscription Period**

Choose one or more billing cycles:

* Monthly
* Quarterly
* Yearly

You can offer multiple billing options under a single plan.

***

**Pricing Plan**

* Select the **Currency**
* Enter pricing for each enabled billing cycle (Monthly / Quarterly / Yearly)

***

**Applicable Taxes**

* Enable **GST** if applicable to the plan

<figure><img src="/files/h5LxVNG9KL3AfZBWeMHP" alt=""><figcaption></figcaption></figure>

***

#### Step 2: Plan Benefits

Define what is included in the plan:

* **Messages**\
  Number of messages allowed across all channels (excluding WhatsApp)
* **WhatsApp Conversations**\
  Monthly WhatsApp conversation limit included in the plan
* **Team Members**\
  Number of team members allowed to access the account

These limits control usage and access for resellers and their customers.

***

### Saving the Plan

* Click **Create Plan** to save and activate the plan
* Click **Discard** to cancel changes

Once created, the plan becomes available for assignment based on its visibility and status.

<figure><img src="/files/9H0TfT5b09BhOPqftecY" alt=""><figcaption></figcaption></figure>

***

### Best Practices

* Use clear **Display Names** for reseller-facing plans
* Duplicate existing plans to save time when creating similar offerings
* Archive outdated plans instead of deleting them to preserve historical data
* Review plan benefits carefully to avoid over-usage or billing issues

Please feel free to reach out to us at <mark style="color:$primary;"><support@botpenguin.com></mark>, in case of any questions or concerns.


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