How do you handle SaaS plan changes?
I am trying to build out a settings page to allow users to change plans. I have identified 5 cases so far, but can't find a structured way to cater to them all. The cases are:
- trial expiration
- trial to paid plan upgrade
- paid plan to higher plan upgrade
- paid plan expiration with auto-renewal turned off
- paid plan limits exceeded (ask to upgrade to a higher plan)
With so many different cases, I don't know where to start. How do you handle this?
what do you need to handle?
All 5 options seems mutually exclusive so just find out in which category user is and offer them correct action to continue using your service.
I wanted to handle this in a structured way with as little cases as possible. Ended up saving “trial” as another plan, that is added automatically on signup. This reduced cases to 3 and significantly lowered development time.