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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.
Screenshot of the Product Collection checkout page showing multiple products displayed

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.
Screenshot of the Product Collection creation form in the dashboard showing fields for name, description, and image upload
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.
Screenshot of the Product Collection products page showing a list of products and the ability to add them to the collection
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
Screenshot of the Product Collection checkout page showing multiple products displayed
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.

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
Screenshot of the Product Collection customer portal plan change interface showing the plan management actions

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
Screenshot of the Product Collection customer portal plan change interface showing the plan management actions
Customers cannot change to products outside their current collection. Create separate collections for distinct product lines.

Subscription Settings

Configure how subscriptions and plan changes work across your business from the Subscription Settings section in your dashboard.
Screenshot of the subscription settings page showing Allow Multiple Subscriptions and Allow Subscription Updates toggles

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
Plan changes via Customer Portal are disabled by default. Enable “Allow Subscription Updates” in your Subscription Settings to let customers upgrade or downgrade between products in the same collection.

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)
Screenshot of the Product Collection dashboard showing the collection management operations

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.