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Product Collections let you group related products (e.g., Starter, Pro, Enterprise plans) under one umbrella. Display all options in a single checkout, define upgrade/downgrade paths, and give customers the flexibility to switch plans directly from the Customer Portal.
显示多个产品的产品集合结账页面的屏幕截图

Key Highlights

  • Collection-based structure: Group related products (plans, tiers, pricing options) under a single collection for organized management.
  • One collection, many products: Include multiple products like Starter, Pro, Lifetime, etc., each with its own pricing model.
  • Dynamic checkout experience: Display all products from a collection in one checkout view, letting customers choose their preferred plan.
  • Merchant-level control: Enable, disable, and reorder products within each collection. The first product is automatically pre-selected at checkout.
  • Lifecycle awareness: Enable customers to upgrade or downgrade between products in the same collection via the Customer Portal.

Creating a Product Collection

Product Collections are created and managed from the dashboard or via API. Each collection acts as a container for related products.
1

Create the collection

Define the collection with a name and optional description. Upload an image to visually represent the collection in checkout.
仪表板中产品集合创建表单的屏幕截图,显示名称、描述和图像上传字段
Collection fields:
  • Name (required): Display name for the collection (e.g., “SaaS Plans”, “License Tiers”)
  • Description (optional): Brief explanation shown in checkout
  • Image (optional): Visual branding for the collection
2

Add products to the collection

Add existing products to your collection. Products can be organized into groups for better structure.
产品集合产品页面的屏幕截图,显示产品列表,并能将其添加到集合
Product organization:
  • Groups: Optionally organize products into named groups (e.g., “Monthly Plans”, “Annual Plans”)
  • Ungrouped products: Products without a group appear at the collection level
  • Ordering: Drag and drop to set the display order
Each product can only belong to one collection. If a product is already in another collection, you’ll need to remove it first.
3

Configure ordering and visibility

Control the display order and visibility of products within the collection.Configuration options:
  • Product status: Enable or disable individual products within the collection
  • Display order: Drag and drop to set the sequence products appear in checkout
The first product in the collection is automatically pre-selected as the default at checkout. Reorder products to change which one is selected by default.

Collection Checkout

Collections enable a unified checkout experience where customers can view and select from all available products in one place.

Checkout Types

TypeDescriptionUse Case
Collection CheckoutDisplays all active products within a collectionSubscription plan selection, tiered pricing
Single Product CheckoutDisplays only one specific productDirect purchase, promotional links

Collection Checkout Experience

When using a collection checkout:
  1. All active products displayed: Customers see every enabled product in the collection
  2. First product pre-selected: The first product in the collection order is automatically selected
  3. Product details shown: Each product displays its name, description, and pricing
  4. Single selection: Customer selects one product to purchase
  5. Standard flow continues: After selection, the checkout proceeds with the chosen product’s pricing and billing settings
显示多个产品的产品集合结账页面的屏幕截图
Collection checkout is ideal for subscription businesses where you want customers to compare plans side-by-side before purchasing.

API Integration

Create a checkout session for a collection:
const session = await client.checkoutSessions.create({
  product_collection_id: 'pdc_abc123',
  product_cart: [], // Required: pass an empty array for collection checkout
  return_url: 'https://yoursite.com/return'
});

// Redirect customer to the checkout
window.location.href = session.url;
When using product_collection_id, discount codes cannot be applied at session creation. Customers can still enter discount codes during checkout if enabled.

Customer Portal Integration

Customers can upgrade or downgrade between products within the same collection directly from the Customer Portal.
Already have subscription products? Simply add them to a Product Collection to enable upgrade/downgrade flows in the Customer Portal. No need to recreate your products.

Plan Management Actions

ActionDescriptionMerchant Control
View Current PlanDisplay current product name, price, and renewal dateAlways available
Upgrade PlanMove to a higher-tier product in the same collectionConfigurable (default: allowed)
Downgrade PlanMove to a lower-tier product in the same collectionConfigurable (default: allowed)
CancelCancel the subscription entirelyAlways available
产品集合客户门户计划更改界面的屏幕截图,显示计划管理操作

Upgrade/Downgrade Rules

  • Upgrades and downgrades are only available between products within the same collection
  • Proration is applied based on your subscription settings
  • Email notifications are sent to the business on every upgrade, downgrade, or cancellation
产品集合客户门户计划更改界面的屏幕截图,显示计划管理操作
Customers cannot change to products outside their current collection. Create separate collections for distinct product lines.

Subscription Settings

在仪表板中的 设置 → 订阅 配置整个业务的订阅和计划更改功能。
订阅设置页面的屏幕截图,显示允许多个订阅和允许订阅更新的切换

Available Settings

SettingDescriptionDefault
Allow Multiple SubscriptionsCustomers can hold more than one active subscription at the same timeEnabled
Allow Subscription UpdatesCustomers can upgrade or downgrade their existing subscriptions anytime via Customer PortalDisabled
客户门户的计划更改默认是禁用的。在 设置 → 订阅 中启用 “允许订阅更新”,以便客户在同一集合中进行产品升级或降级。

Subscription Plan Changes

Learn more about proration modes and plan change behavior.

Managing Collections

Product Collections are created and managed exclusively through the Dodo Payments dashboard.
Creating, updating, and deleting collections is only available via the dashboard. The API provides read-only access to retrieve collection data for integration purposes.

Dashboard Operations

  • Create: Set up new collections with products and groups
  • Update: Modify name, description, image, and product organization
  • Reorder: Drag and drop to change product display order
  • Enable/Disable products: Control which products appear in checkout
  • Delete: Remove a collection (products remain but are unlinked)
产品集合仪表板的屏幕截图,显示集合管理操作

Best Practices

  • Group logically: Organize products by billing interval (monthly/annual) or feature tier (starter/pro/enterprise)
  • Order strategically: Place your most popular or recommended plan first, as it will be pre-selected at checkout
  • Use clear naming: Product names should clearly communicate value differences
  • Enable both directions: Allow both upgrades and downgrades to give customers flexibility
  • Consider proration: Choose a proration mode that aligns with your business model
  • Test thoroughly: Verify checkout and plan change flows in test mode before going live
You’re ready to create product collections and offer customers a unified plan selection experience.

Products

Create one-time, subscription, or usage-based products to add to collections.

Checkout

Display collection products in a unified checkout experience.

Customer Portal

Let customers upgrade or downgrade within the same collection.

Subscriptions

Manage recurring plans with proration and plan changes.
Last modified on April 20, 2026