Client plans

A client plan is what your clients buy from you: a recurring base price, an allowance of call minutes and phone numbers, and the price of anything beyond that. You set every number, so you decide your margin.

How a plan is priced#

Every plan combines up to five parts:

• Base price, charged monthly or yearly.
• Included minutes of calls each period.
• Minute overage for minutes beyond the allowance, billed either at a flat per-minute rate or as a multiplier on the underlying call cost.
• Phone numbers: a number of included lines and a price for each extra one.
• Overage caps (optional) that stop usage at a limit you choose.

The base price is charged up front. Overage is billed in arrears and collected on the client’s next invoice. See how usage rebilling works.

Plan your pricing#

Start from your costs. You pay Retell for every call minute, and you pay Wozena a flat platform fee. Your plan needs to cover both with room to spare. Size the included minutes to what a typical client in that tier really uses, so most clients pay only the base price and heavy users pay for the extra.

Example: flat per-minute overage

In one month the client uses 640 minutes and keeps 2 numbers active. That is 140 extra minutes × $0.40 = $56.00, plus 1 extra number × $5.00 = $5.00. Their next invoice has the new month’s $299 plus $61.00 of usage from the month just ended.

Example: multiplier on cost

The client goes past 200 minutes, and Retell charges you $30.00 for those extra minutes. With a 1.5 multiplier the client is billed $45.00, and you keep $15.00 on the overage. If your call costs change, the client’s price moves with them.

Create a plan#

1. Open Plans
   Go to Client BillingPlans and click “New plan”.
2. Fill in the plan
   Work through the sections: pricing, call minutes, phone numbers, overage caps and storefront. The “Live preview” shows how the plan will look on your Plans page and to clients at checkout.
3. Check the fixed fields
   “Base price”, “Currency” and “Billing interval” can’t be changed after creation. Double-check them.
4. Create it
   Click “Create plan” (or “Create free plan”). Wozena creates a Stripe product and recurring price on your connected account.

Field reference#

Flat rate or multiplier?#

With a multiplier of 1.5, extra minutes bill at 150% of the underlying call cost. A multiplier of 1 passes cost through with no margin.

Phone number pricing#

Set how many active numbers the base price includes with “Included”, and what each additional number costs with “Per extra number”. Each period the client is charged (active numbers − included) × the per-number price. Clients who stay within the included count pay nothing extra. See Phone numbers for buying and assigning numbers.

Overage caps#

Caps protect clients from surprise bills and protect you from runaway usage. Turn on “Cap client overage” and set “Maximum extra minutes / period” and “Maximum extra active numbers”. Both are required when caps are on. With caps off, overage is uncapped, though platform abuse safeguards still apply.

When a client reaches a cap, new calls and numbers are blocked until the next period or until you raise the limit. You and the client’s admin are alerted at 80% and 100%. To give one client different limits without changing the plan, use a per-client cap override.

Storefront availability#

A link also needs the plan to be active and client self-signup to be on. See Plan links and storefront.

Storefront copy#

These fields control what a buyer sees on your signup page. In “Public description”, each line becomes a bullet. A line ending in “available separately” is shown as the footnote instead. For example:

Answers every call, 24/7
500 call minutes per month
One local phone number
Books appointments into your calendar
Custom integrations available separately

Use “After signup or checkout” to send new clients to a specific page in your portal, and “Onboarding instructions” to tell them what happens next, such as when you’ll call to set up their agent.

What you can’t change later#

“Base price”, “Currency” and “Billing interval” are backed by a Stripe price, so they are fixed once the plan exists. Allowances, overage and caps can change at any time and apply to every client on the plan.

To reprice a plan:

1. Duplicate it
   On the plan card, click “Duplicate”, set the new price, and click “Create duplicate”.
2. Move clients
   Move existing clients to the new plan from their “Billing” tab. See Change a client’s plan.
3. Archive the old plan
   Archive it so new clients can’t pick it.

Free plans#

Set “Plan type” to “Free plan” for pilots, demos or bundled deals. Free plans:

• Activate instantly, with no checkout, no card and no Awaiting payment state.
• Reset their allowance every 30 days, or every 365 days on a yearly interval.
• Treat the included minutes and numbers as hard limits. Outbound calling and number provisioning pause once the allowance is used, until you move the client to a paid plan.
• Track usage but never bill it, and can’t take a per-client cap override.

Archive a plan#

Click “Archive” on the plan card and confirm. Existing subscriptions continue and keep billing. The plan is hidden from new clients. You can also set “Status” to “Archived” when editing a plan, and set it back to “Active” the same way to restore it.

Troubleshooting#