Portal Guide
Your Products

Your Products

Manage the products and subscription plans you offer to your customers via the Optare platform.

Note: These are products you sell to your customers, not the Optare subscription you pay for. Your Optare subscription is managed in Billing.

Understanding Products

Products are the subscription plans or services you offer to your end-users:

  • SaaS application tiers (Basic, Pro, Enterprise)
  • Feature add-ons
  • Usage-based services
  • One-time purchases

Product vs Platform Subscription

Your Products (Portal)Optare Subscription (Billing)
What you sell to customersWhat you pay Optare
You set the pricingOptare sets the pricing
Your revenueYour cost
Examples: "Pro Plan $49/mo"Examples: "Optare Pro $99/mo"

Viewing Your Products

  1. Go to Portal → Your Products
  2. See all products you've created

Product List Shows:

  • Name - Product display name
  • Slug - URL-friendly identifier
  • Active Subscriptions - How many customers subscribed
  • Total Revenue - Earnings from this product
  • Actions - View page, Manage

Creating a Product

  1. Click "Create Product" button
  2. Fill in the details:

Basic Information

  • Name - Display name (e.g., "Pro Plan")
  • Slug - URL identifier (e.g., "pro-plan")
  • Description - What this product offers

Pricing

  • Price - Monthly cost (in cents, e.g., 4900 = $49.00)
  • Currency - USD, EUR, GBP, etc.
  • Billing Cycle - Monthly, Annual, or One-time

Features

Add features as JSON array:

{
  "features": [
    "Unlimited projects",
    "Priority support",
    "Advanced analytics",
    "API access",
    "Custom branding"
  ]
}

Payment Integration

  • Stripe Price ID - Create price in Stripe, paste ID here
  • PayPal Plan ID - Create plan in PayPal, paste ID here
  1. Click "Create Product"

Setting Up Payment Integration

Stripe Integration

  1. Create Product in Stripe:

    • Go to Stripe Dashboard → Products
    • Click "Add Product"
    • Enter name and description
    • Create price (recurring or one-time)
    • Copy the Price ID (starts with price_)

  2. Link to Optare:

    • Paste Price ID in "Stripe Price ID" field
    • Save product

  3. Test:

    • View checkout page
    • Verify pricing displays correctly

PayPal Integration

  1. Create Billing Plan:

    • Go to PayPal Dashboard → Billing Plans
    • Create new plan
    • Set pricing and billing cycle
    • Copy Plan ID

  2. Link to Optare:

    • Paste Plan ID in "PayPal Plan ID" field
    • Save product

Managing Products

Editing a Product

  1. Find product in list
  2. Click "Manage"
  3. Update any fields
  4. Click "Save Changes"

What You Can Edit:

  • ✅ Name and description
  • ✅ Features list
  • ✅ Metadata
  • ⚠️ Price (affects new subscriptions only)
  • ❌ Slug (would break existing links)

Viewing Checkout Page

  1. Click "View Page" button
  2. See customer-facing checkout page
  3. Test the purchase flow
  4. Share link with customers

Checkout URL format:

https://id.optare.one/checkout/{product-slug}

Product Features

Feature Flags

Features are stored as JSON and can be used for:

  • Displaying on checkout page
  • Controlling access in your app
  • Comparing plans
  • Marketing materials

Example:

{
  "features": [
    "unlimited_users",
    "sso_enabled",
    "api_access",
    "priority_support",
    "custom_domain"
  ]
}

Using Features in Your App

When a customer subscribes, their access token includes:

{
  "subscriptions": [
    {
      "productSlug": "pro-plan",
      "features": ["unlimited_users", "sso_enabled", ...]
    }
  ]
}

Check features in your app:

if (user.subscriptions.some(s => s.features.includes('api_access'))) {
  // Grant API access
}

Monitoring Product Performance

Key Metrics

Subscriptions:

  • Active subscriptions
  • New subscriptions this month
  • Churn rate
  • Conversion rate

Revenue:

  • Monthly recurring revenue (MRR)
  • Total revenue
  • Average revenue per user (ARPU)

Engagement:

  • Most popular product
  • Upgrade/downgrade trends
  • Trial-to-paid conversion

Customer Subscriptions

Viewing Subscribers

  1. Go to Subscriptions page
  2. See all customers subscribed to your products
  3. Filter by product
  4. View subscription details

Subscription Details Show:

  • Customer name/email
  • Product subscribed to
  • Status (Active, Trial, Cancelled)
  • Seat usage
  • Billing cycle
  • Next renewal date

Pricing Strategies

Free Tier

  • Price: $0
  • Purpose: Attract users, convert to paid
  • Features: Limited but functional

Starter Plan

  • Price: $9-29/month
  • Purpose: Entry-level paid tier
  • Features: Core functionality

Pro Plan

  • Price: $49-99/month
  • Purpose: Main revenue driver
  • Features: Advanced features, higher limits

Enterprise

  • Price: Custom
  • Purpose: Large customers, custom needs
  • Features: Everything + custom integrations

Best Practices

  1. Clear Value Proposition - Make features obvious
  2. Competitive Pricing - Research market rates
  3. Annual Discounts - Offer 10-20% off annual plans
  4. Feature Gating - Clearly differentiate tiers
  5. Trial Periods - Let customers test before buying
  6. Upgrade Path - Make it easy to move up tiers

Common Scenarios

Launching Your First Product

  1. Create "Free" tier (attracts users)
  2. Create "Pro" tier (main revenue)
  3. Set up Stripe integration
  4. Test checkout flow
  5. Share checkout link
  6. Monitor conversions

Adding a New Tier

  1. Create new product
  2. Position between existing tiers
  3. Differentiate features clearly
  4. Set competitive pricing
  5. Announce to existing customers
  6. Offer migration path

Deprecating a Product

  1. Stop promoting it (remove from marketing)
  2. Keep existing subscriptions active
  3. Offer migration to new product
  4. Set sunset date
  5. Notify affected customers
  6. Eventually set to inactive

Troubleshooting

Product not showing on checkout?

  • Verify Stripe/PayPal ID is correct
  • Check product is active
  • Test the checkout URL
  • Clear browser cache

Customers can't subscribe?

  • Check payment integration
  • Verify pricing is set
  • Test with test card
  • Review error logs

Features not showing in app?

  • Check token includes subscriptions
  • Verify feature flags match
  • Review API response
  • Check app integration

Integration Examples

React App

import { useOptareAuth } from '@optare/optareid-react';
 
function FeatureGate({ feature, children }) {
  const { user } = useOptareAuth();
  
  const hasFeature = user?.subscriptions?.some(
    s => s.features?.includes(feature)
  );
  
  return hasFeature ? children : null;
}
 
// Usage
<FeatureGate feature="api_access">
  <APISettings />
</FeatureGate>

Node.js Backend

function checkFeature(user, feature) {
  return user.subscriptions?.some(
    s => s.features?.includes(feature)
  );
}
 
app.get('/api/data', (req, res) => {
  if (!checkFeature(req.user, 'api_access')) {
    return res.status(403).json({ error: 'Upgrade to Pro for API access' });
  }
  // Return data
});

Next Steps

Need Help?

Team MembersSubscriptions & Billing