How to Enable Add-Ons

PayHelm offers optional add-ons that extend your analytics capabilities beyond the core features. This guide explains what add-ons are available, when you need them, how to enable them, and how billing works.

What Are PayHelm Add-Ons?

Add-ons are optional features that provide additional functionality:

• Inventory Management: Advanced inventory tracking and analysis
• Traffic/Advertising: Website traffic and ad campaign analytics
• AI Chat: AI-powered business insights and analytics assistant

These are separate from your base plan and can be added or removed independently.

Available Add-Ons

Inventory Management Add-On

What it provides:
• Real-time inventory level tracking
• Stock quantity alerts
• Inventory value calculations
• Turnover rate analysis
• SKU-level performance metrics
• Reorder point recommendations
• Dead stock identification

Who needs it:
• Businesses managing physical inventory
• Stores with multiple SKUs
• Operations focused on inventory optimization
• Retailers tracking stock across locations

What you get with base plan (without add-on):
• Basic product sales data
• Units sold metrics
• Product revenue tracking

What the add-on adds:
• Current stock levels by SKU
• Historical inventory changes
• Days of inventory remaining
• Inventory aging reports
• Wholesale inventory value tracking

For more on inventory metrics, see Calculate Average Inventory Turns and Time on Shelf.

Traffic & Advertising Add-On

What it provides:
• Website traffic analytics
• Visitor behavior tracking
• Marketing campaign performance
• Ad spend ROI calculations
• Channel attribution
• Conversion funnel analysis
• Landing page performance

Who needs it:
• Ecommerce businesses running paid ads
• Marketing teams tracking campaign performance
• Businesses analyzing website traffic
• Operations optimizing marketing spend

What you get with base plan (without add-on):
• Order source data (if provided by your platform)
• Basic sales channel information

What the add-on adds:
• Google Analytics integration
• Page views and session tracking
• Traffic source breakdowns
• Conversion rate by channel
• Ad platform integrations (Google Ads, Meta Ads)
• ROAS and marketing ROI metrics

AI Chat Add-On

What it provides:
• Natural language business questions
• AI-powered insights and recommendations
• Automated anomaly detection
• Conversational analytics
• Quick answers without building reports
• Predictive analytics suggestions

Who needs it:
• Business owners who want quick answers
• Teams that prefer conversational interfaces
• Users who don't want to build custom reports
• Operations needing proactive insights

What you get with base plan (without add-on):
• Traditional dashboard and reports
• Manual metric selection
• Self-service report building

What the add-on adds:
• Ask questions in plain English
• "Why did sales drop yesterday?"
• "What are my best-selling products this month?"
• "Which customers should I target for re-engagement?"
• AI surfaces insights you might miss

You DO Need Add-Ons If:

Inventory Add-On:
• You see "Inventory" in PayHelm navigation but data is locked
• You need to track stock levels across multiple locations
• You want inventory turnover analysis
• You need reorder point calculations

Traffic/Advertising Add-On:
• You see "Traffic" in PayHelm navigation but data is locked
• You run Google Ads, Facebook Ads, or other paid campaigns
• You need to calculate marketing ROI and ROAS
• You want to track website visitor behavior
• You need conversion funnel analysis

AI Chat Add-On:
• You want conversational analytics
• You prefer asking questions over building reports
• You want proactive business insights
• You need faster access to answers

How to Enable Add-Ons

Step 1: Review Add-On Options

1. Log in to your PayHelm account
2. Click your account menu in the top-right
3. Select Settings
4. Navigate to My Plan or Add-Ons section
5. You'll see available add-ons for your plan tier

Alternatively, see the Add-Ons section on the upgrade your account page.

Step 2: Select the Add-On You Want

1. Browse the available add-ons
2. Click on an add-on to see:
- Detailed feature list - Pricing information - What integrations it enables - Sample reports and metrics

Step 3: Review Pricing and Features

Check:
• Monthly or annual cost
• What's included vs what's in your base plan
• Any integration requirements
• Minimum plan tier needed (some add-ons require Pro or higher)

Step 4: Add to Your Account

1. Click Enable, Purchase, or Add to Plan
2. Review the billing details
3. Confirm the purchase
4. Add-on is activated immediately

Step 5: Access New Features

Once enabled:

1. New menu items appear in your navigation (e.g., "Inventory", "Traffic")
2. Additional metrics become available in reports
3. New integrations can be connected
4. Dashboard widgets for add-on features are accessible

Add-On Billing

How Add-On Billing Works

Separate from base plan:
• Add-ons are billed in addition to your monthly plan cost
• Example: Business plan $100/month + Inventory add-on $25/month = $125/month total

Same billing cycle:
• Add-ons are charged on the same date as your plan
• Prorated if added mid-cycle

Per-account pricing:
• Add-on covers your entire account
• All team members can access add-on features
• No per-user charges for add-ons

Prorated Charges

If you enable an add-on mid-billing cycle:

1. You're charged a prorated amount for the remaining days
2. Example: Enable on day 15 of a 30-day month
3. You pay 50% of the monthly add-on cost immediately
4. Next month, you pay the full add-on price

Add-On Invoicing

You'll see add-ons on your invoice:

• Listed separately from base plan
• Shows individual add-on pricing
• Combined into one total monthly charge
• Same payment method as your plan

Managing Your Add-Ons

Viewing Active Add-Ons

To see which add-ons you have:

1. Go to Settings → My Plan
2. Scroll to the Add-Ons section
3. Active add-ons show as "Enabled" or "Active"
4. You'll see:
- Add-on name - Monthly cost - Date enabled - Next billing date

Canceling an Add-On

If you no longer need an add-on:

1. Go to Settings → My Plan → Add-Ons
2. Find the add-on you want to cancel
3. Click Cancel, Disable, or Remove
4. Confirm the cancellation
5. You'll keep access until the end of your current billing period
6. You won't be charged next month

What Happens When You Cancel

Access:
• You retain access until the end of your paid period
• After that, add-on features become locked
• Historical data remains but new data won't import

Your data:
• Data already imported is preserved
• You can still view historical reports
• You just can't see new data for that add-on

Re-enabling:
• You can re-enable anytime
• New data import resumes immediately
• No data loss from the cancellation period

Add-On Requirements

Plan Tier Requirements

A paid plan is required for any add-on.

See How to Upgrade Your Account for plan details.

Integration Requirements

Inventory Add-On:
• Requires inventory data from your platform
• Works with Shopify, BigCommerce, WooCommerce
• Some platforms provide richer inventory data than others

Traffic/Advertising Add-On:
• Requires connecting ad platforms
• Need to grant tracking permissions
• Need to install tracking pixels

AI Chat Add-On:
• Requires sufficient historical data (usually 30+ days)
• Works better with more complete data

Getting the Most from Add-Ons

After Enabling Inventory Add-On

1. Navigate to the Inventory section
2. Review current stock levels
3. Set up low-stock alerts if available
4. Check inventory turnover metrics
5. Create saved reports for regular inventory analysis

After Enabling Traffic/Advertising Add-On

1. Connect Google Analytics in Integrations
2. Link your ad platforms (Google Ads, Meta Ads)
3. Navigate to Traffic section
4. Review traffic sources and conversion rates
5. Set up ROAS and marketing ROI tracking

After Enabling AI Chat Add-On

1. Look for AI Chat icon or section
2. Try asking simple questions first
3. Examples:
- "What were my sales yesterday?" - "Which products had the biggest sales increase this week?" - "Show me my top 10 customers"
4. Use AI suggestions for deeper insights
5. Ask follow-up questions to drill down

Troubleshooting Add-Ons

Add-On Features Don't Appear

If you enabled an add-on but don't see new features:

• Wait a few minutes and refresh your browser
• Log out and log back in
• Clear browser cache
• Check that payment processed successfully
• Contact support if not visible after 1 hour

Can't Enable an Add-On

If you get an error:

• Verify your plan tier supports the add-on
• Check that payment method is valid
• Ensure you have admin access to enable add-ons
• Try a different browser

Add-On Data Not Showing

If add-on is enabled but data is empty:

• Inventory: Check if your platform provides inventory data
• Traffic: Ensure you connected Google Analytics or ad platforms
• AI Chat: Verify you have at least 30 days of historical data
• Wait 24 hours for initial data import

Billing Questions

For billing issues:

• Check your invoice in Settings → Billing
• Verify the add-on charge is correct
• Contact support for billing discrepancies
• Update payment method if charges fail

Trying Before Buying

Free Trials

Some add-ons may offer free trials:

• Look for "Start Free Trial" option
• Typically 7-14 days free
• Full access to all add-on features
• No credit card required for trial (depends on add-on)
• Cancel anytime during trial with no charge

Demos

Before committing:

• Request a demo through the in-app chat
• See add-on features in action
• Ask questions about specific use cases
• Understand if add-on fits your needs

Getting Help

If you need assistance with add-ons:

• Contact support through in-app chat
• Ask about which add-ons fit your business
• Request help connecting required integrations
• Get guidance on maximizing add-on value

For more information about purchasing add-ons, see the Add-Ons section in the upgrade guide.

Add-ons let you extend PayHelm's capabilities to match your specific business needs, paying only for the features you actually use.