Your catalog is what subscribers can buy. This guide covers the four pieces, in the order you’ll usually build them: plans, services, discounts, and campaigns.
You need the Plans permission for plans/services and the Campaigns permission for discounts/campaigns (both included in sp_admin).

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Plans

A plan is a customer-facing offer. Its speed, technology, and wholesale price are derived from the wholesale product it’s built on — you set the retail price and presentation.
1

Open Plans

Go to Plans in the sidebar. Each plan can have multiple versions — you publish a new version to change pricing without disturbing existing subscribers.
Plans list

The Plans page

2

Create a plan version

Add a plan, pick its wholesale product (this fills in speed + technology + wholesale cost, read-only), set the retail monthly price, and optionally a setup fee and minimum contract term.
Plan version editor

Editing a plan version

3

Compose included & add-on services

In the plan version you can attach services as included or as paid add-ons, with per-plan price overrides (see the next section).
4

Publish

Publishing makes the version live in the marketplace. Draft versions are only visible to you (and via the preview link).

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Services

Services are the extras — a static IP, managed Wi-Fi, priority support — that attach to plans as included or add-on items.
1

Open Services

Go to Services. Create a service with a name, description, and price.
Services list

Services

2

Attach to a plan

Back in a plan version, add the service as included (bundled) or add-on (optional at checkout), overriding the price for that plan if you want.
A service that’s in use can’t be hard-deleted — archive it instead, so existing subscriptions keep working. The dashboard handles this for you.

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Discounts & promotional campaigns

Discounts and promo campaigns live under Analytics → Campaigns. A campaign bundles a discount (percentage or fixed amount) with a validity window and the plans it applies to.
1

Open Analytics → Campaigns

Discounts and promotional campaigns

Discounts & promo campaigns

2

Create a discount

Set the amount (e.g. 20% off, or $10 off the first 3 months), the date window, and which plans it applies to. Campaigns are scoped to your provider, so they only ever touch your own offers.

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Email campaigns (bulk outreach)

Separate from promotional discounts, Campaigns (under Subscribers) is for sending a branded email to a segment — your subscribers by tag, or leads by stage.
1

Open Campaigns

Pick an audience (a tag, a lead stage, or all subscribers), write the subject and body (with {name} / {email} tokens), preview the audience size, then send now or schedule it.
Email campaign composer

Email campaign composer

Bulk sends respect subscriber comms preferences and never email synthetic/test addresses — but always double-check your audience count before sending.
Build and test your whole catalog safely in the dashboard sandbox before publishing to real subscribers.