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Creating product variants (3 subscription products)

1

Go to Products Catalogue

In the Polar dashboard sidebar, navigate to Products > Catalogue for your organization. You can also go directly to:
https://polar.sh/dashboard/${org_slug}/products
2

Create a product

Click on New Product and fill the product information. Here, we are creating a monthly subscription product Basic version with cost $20.Your product catalogue should now show this product as follows:
3

Similarly, create two more products

Click on New Product and create two more subscription products one by one.
  • Mid version: Fill the product information. We create a monthly subscription product named Mid version with cost $30.
  • Advanced version: We create a monthly subscription product named Advanced version with cost $40.
  • Product Catalogue: You should be able to see all your products on Product Catalogue.
1

Navigate to Checkout Links in the dashboard

In the Polar dashboard sidebar, navigate to Products > Checkout Links. You can also go directly to:
https://polar.sh/dashboard/${org_slug}/products/checkout-links
2

Create a Checkout Link

Click on New Link and select all your products which you want to offer as variants.At this step, you may add a label, success URL and metadata. You may also configure whether discount codes are allowed and whether billing address is required from customers. Click on Create Link after adding your configurations.
3

Accessing the checkout link

You should be able to see your label name in Checkout Links. In our case, 3 products is the default label name assigned by the system.Click on your label to see the checkout link.You can copy this link and share to your customers for them to purchase a variant.

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Purchasing from variants

1

Purchasing a product

On opening the checkout link, the customer will need to select the variant they want to purchase and fill their email address and card details.
2

Access email for upgrade/downgrade link

Once the customer has purchased the subscription, they will receive an email containing the link to access their purchase.

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Downgrading to another product variant

1

Open Customer Portal and click on Change Plan

On opening the link from the email received, the customer needs to click on Change Plan.
2

Select the desired plan

Then, they can select the plan they want to downgrade to and click on Change Plan.
3

Downgraded successfully

Now, the product is changed to Basic version instead of Mid version on the portal.

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Upgrading to another product variant

1

Open Customer Portal and click on Change Plan

On opening the link from the email received, the customer needs to click on Change Plan.
2

Select the desired plan

Then, they need to select the variant they want to upgrade to, Advanced version and click on Change Plan.
3

Upgraded successfully

Now, the product is changed to Advanced version on the portal.