Plans & Checkout

Select and purchase a EaseLab subscription plan to unlock full laboratory functionality. The checkout flow is optimized for lab owners upgrading from trial or changing tiers.

Plan selection

Navigate to Billing → Plans (/billing/plans).

flowchart LR
    A[View plans] --> B[Compare features]
    B --> C[Select plan]
    C --> D[Checkout]
    D --> E[Payment]
    E --> F[Activation]

Plan comparison dimensions

Dimension	Questions to ask
Users	How many staff accounts?
Branches	Collection center count
Analyzers	Instrument integration needed?
SMS	Monthly notification volume
Backups	Retention period
Support	SLA level

Each plan card shows included features and monthly/annual pricing.

Annual billing

Annual plans often reduce effective monthly cost — confirm currency and tax display at checkout.

Checkout process

Route: /billing/checkout/:planId

Step	Detail
1. Review	Plan name, price, billing cycle
2. Account	Confirms tenant identity
3. Payment	Card or local gateway method
4. Confirm	Terms acceptance
5. Processing	Redirect to payment provider
6. Return	/billing/return handler

Checkout fields

Field	Notes
Billing name	Invoice header
Tax ID	Optional VAT/GST
Payment method	Tokenized — not stored raw in EaseLab
Promo code	When platform enables campaigns

Payment return handling

After external payment:

sequenceDiagram
    participant User
    participant Gateway
    participant EaseLab
    User->>Gateway: Authorize payment
    Gateway->>EaseLab: Webhook confirmation
    EaseLab->>EaseLab: Activate subscription
    Gateway->>User: Redirect to /billing/return
    User->>EaseLab: Success UI

Success clears IsLocked and sets PaymentStatus to Current.

Failure shows retry option — tenant may remain read-only until resolved.

Free plan activation

Some deployments offer a free tier with reduced limits:

• Banner may show Activate free plan in read-only state
• Calls activateFreePlan API
• Restores write access within free quotas

Free tier is not a substitute for paid features (analyzers, advanced SMS).

Changing plans

Change type	Behavior
Upgrade	Immediate feature unlock; prorated charge
Downgrade	Effective next period; verify under limits
Cancel	End of period access; then read-only

Review Usage & Limits before downgrade — excess users may need deactivation.

Billing history

/billing/history lists:

Column	Description
Date	Transaction timestamp
Description	Plan renewal, upgrade
Amount	Charged total
Status	Paid, failed, refunded
Receipt	Download link when available

Development checkout

/billing/dev-pay simulates successful payment in local development without a live gateway — never enabled in production.

Production payments

Configure platform payment account in Platform Payment Setup before accepting live charges.

Post-purchase checklist

Task	Owner
Verify read-only banner cleared	Lab owner
Re-test analyzer ingest	IT
Confirm SMS sends	Reception
Review subscription usage page	Admin
Download receipt for accounting	Finance

Troubleshooting

Issue	Resolution
Stuck read-only after payment	Refresh tenant; check webhook logs
Checkout 404	Invalid plan ID — reselect from plans page
Double charge	Contact support with gateway transaction ID
Wrong plan active	Platform admin subscription override

Related documentation

• Billing Overview
• Payment Methods
• Read-Only Mode
• Platform: Packages & Plans