Option 1: Create a separate trial plan with unlimited entitlements (recommended for simplicity)
This approach treats the trial as its own plan, with unlimited usage, and then upgrades users to the paid plan afterward.Step 1: Create a usage-based feature
- Go to Product Catalog → Features
- Click + New Feature
- Enter:
- Feature name (for example:
Seats,API Calls) - Type:
Meter - Meter type:
Raw events(for event-based usage), orCalculated usage(for computed usage)
- Feature name (for example:
- Save the feature
Step 2: Create a product
- Go to Product Catalog → Products
- Click + New Product
- Enter:
- Product name
- (Optional) Description
- Select a Subscription type
- Example: Single active subscription
- Click Create
Step 3: Create a trial plan with unlimited entitlements
- Go to Plans
- Click + New Plan
- Select the product you just created
- Enter:
- Plan name (for example:
Pro Trial) - (Optional) Description
- Plan name (for example:
- Click Create
Step 4: Set the trial plan price to free
- Under Price, click Set
- Select Free
- Click Continue
- Click Set
Step 5: Configure unlimited entitlements
- Go to Entitlements
- Click + Add
- Select the usage-based feature you created
- For Value, select Unlimited
- Click Add
- Click Save changes
- Click Publish plan
Step 6: Upgrade to the paid plan after the trial
At the end of the trial:- Migrate the subscription to the paid plan
- The paid plan enforces the real usage limits (for example, seat caps)
Option 2: Use a paid plan with a trial and update usage dynamically
This approach keeps users on the paid plan from day one, but extends or updates the trial as usage grows.Step 1: Create the paid plan
Follow the same steps as above to:- Create the usage-based feature
- Create the product
- Create a paid plan
Step 2: Configure paid pricing with a free trial
- In the plan, go to Price
- Click Set
- Select Paid
- Choose:
- Billing method (for example: Recurring)
- Billing period (for example: Monthly)
- Charges and price
- Enable Free trial
- Click Set
Step 3: Manage unlimited usage during the trial
Because entitlements are defined at the plan level, unlimited usage during the trial is handled operationally rather than declaratively. When a new team member joins:- Go to the subscription
- Open the Price section
- Click Edit
- Edit the charge configuration
- In the Free trial section, increase the trial duration as needed
- Save changes
