Create Multiuser Family Offer

Preliminary Remarks

The family offer allows customers to buy one subscription and invite designated family members to access the same services or products. The primary account holder manages the subscription while family members enjoy the included benefits.

Prerequisites: Before creating a family offer, product contracts must be created that define:

• Contract terms and conditions

• Pricing structure

• Maximum user count (specifying how many family members can be invited)

Offer Structure: Family offers support flexible configurations including:

• Single or multi-step offers (such as trial periods followed by regular billing)

• Individual products, multiple separate products, or bundled product packages

Note

• When using bundled products, all product contracts must have identical maximum user counts as the users are automatically invited/added to all products.

• For offers containing multiple products, all product contracts must share the same contract terms.

Create a Multiuser Family Offer

Base data

• Enter Internal title.

• Enter the invitation URL.

  • The URL via which invited users can enter their invitation code and thus activate their access. This URL is inserted into the mail template.

    👩‍💻 Technical Documentation

    Find the technical implementation on how to connect the user to the subscription here: Developer Documentation

• Optionally assign to a folder structure.

• Define the number of steps of the offer.

• Define public offer information.

  • Offer*: Public title to be shown to customers in the checkout.

  • Legal advice*

  • Additional title description

  • Description

  • Summary

• Optionally, add a misuse rule.

• Define external management, if desired.

Products

• Click on +Add product in the left-hand box to create a new product.

Complete the product information in the box on the right:

Product Information

• Internal Title
  This title is only for internal allocation and is not displayed to the customers.

• Delivery List

• Access Right
  Gives users access to the services provided.

Accounting and Taxes

• Ledger and Cost Center (optional)
  Important for correct bookkeeping.

• Tax Type*
  Automatically calculates the correct tax rate.

Product details per step

• Product title*
  This title is displayed to customers in the checkout.

• Legal advice

• Summary

• Time Based Contract Structure*

  Automatically, only the multiuser product contracts are shown and can be selected.

→ As soon as all mandatory fields have been filled in, another product can be added.

Family offers can contain

• one product,

• several separate products

  Note

  The maximum user count may vary from each product because user management operates at the product level. One user can be added to a single specific product, while another user can be added to more products, depending on their needs.

• several products within a bundle.

  Note

  Bundle offers contain several products that are bundled together as a cohesive unit. The maximum user amount for all products must be identical because the system automatically adds users to all products within the bundle simultaneously.

Summary

An overview of the offer created is displayed here so that it can be edited again, if necessary.