Family Plan Config

Hi,
We are planning a new family-oriented service, and need your guidance of configuring the subscription plans shown below.

[BASELINE PLAN]
Family Pack of 8 members (monthly subscription)

[ADDITIONAL MEMBERS PLANS]
+5 members pack
+10 members pack

[ADD-ON SERVICE]
Training Modules  (the service will be a add-on to the Family Pack and accessible to all plan members)

Please advise. 
 

You'll need CBSubs Family Plans, CBSubs Options, and CBSubs Fields to do that. First configure your base plan however you like (e.g. $50/year) with your base pricing. Next create a field in CB > Field Management to store how many shares the user is allowed for that plan. Lets call that field cb_familypack just for the sake of this example. The below configuration should then work.

Plan > Integrations > Options > Options
Plan Options: Enabled
Field 1
Title: Family
Name: family
Type: Drop Down (Single Select)
Values:
Value = 8, Label = 8 Members, Price = +0
Value = 13, Label = 13 Members, Price = +20
Value = 18, Label = 18 Members, Price = +30
Required: Yes
Default: 8
Field 2
Title: Services
Name: services
Type: Check Box (Multiple)
Values:
Value = training, Label = Training, Price = ++10

Plan > Integrations > CBSubs Fields
Field: cb_familypack
Operator: Set: Field = Value
Value: [PLAN_OPTS_OPTION_FAMILY]
Remove value on plan deactivation: Yes
Value on plan deactivation: 0

Plan > Integrations > Family Plans
Sharing: Yes
Limit: cb_familypack

That should give you a single plan, that has pricing options, that can dynamically adjust the share count. Below is what such a plan would look like.

 

You can use different field types if you want as well. This is just an example so feel free to modify it as needed, but please be mindful of option name and field name in my example as they're relevant to the configuration.

Your instructions are exact and easy to follow. thanks!

Regarding the workflow, we want one baseline signup for a family pack of 6 members. Families will have options to add more members to the family pack.

Not sure, but it seems like your solution offers three options to sign up. I am seeking one for signup and options to add members for existing familypack users.

For now, to keep it simple, this is all we will offer.
To avoid any misunderstanding, I wanted to clarify this again.

1) Initial 'Join Us' page offers only one standard signup, which offers a familypack of 6 members.
2) Once signed up, FamilyPack subscriber can purchase additional memberships of 5-pack or 10-pack.

Regarding the workflow, we want one baseline signup for a family pack of 6 members. Families will have options to add more members to the family pack.

It can provide that. Add another option that says 6 Members and make it the default instead of 8 Members. It's just an example so feel free to adjust it however you like. You can have as many options in the dropdown you want. You can even use a free form integer field for them to supply the exact members and alter the price based off that amount. It's quite powerful.

Not sure, but it seems like your solution offers three options to sign up. I am seeking one for signup and options to add members for existing familypack users.

It provides that. That's a single plan where the price can change based off whatever the options selection is. What those options are is entirely up to you as you can freely add to it or remove from it as needed.

2) Once signed up, FamilyPack subscriber can purchase additional memberships of 5-pack or 10-pack.

You've 2 options here. 1 you can use CBSubs Options as instructed above to have a single plan with a price that can be modified or 2 create multiply plans.

With the multiple plan setup you still need the cb_familypack field in my example above. You will need to increment it with your amounts with your 5 pack and 10 pack plans. Then your main plan (that they got during registration) will have family share that is dependent on that field. This turns a single purchase into 3 though and isn't as user friendly.