Skip to main content
You can add a simple, custom benefit, which allows you to attach a note to paying customers.

​
Custom Notes

Secret message only customers can see, e.g Cal.com link, private email for support etc. For custom integrations you can also distinguish benefits granted to customers to offer even more bespoke user benefits. Because the Private note supports Markdown, a Custom benefit is the simplest way to deliver post-purchase content without writing any code:
  • A private link (Calendly, Notion, …)
  • Onboarding instructions or a welcome message
  • A coupon code for a partner service
Set the Description to the title customers will see (e.g. “Your onboarding link”), put the link or instructions in Private note, and attach the benefit to a product. The rendered Markdown appears on the checkout success page, in the purchase confirmation email, and in the Customer Portal.
Previously, we recommended using a Custom benefit without a note as a way to grant access to software or SaaS features — decoupling entitlements from checking directly on products. We now recommend the Feature Flag benefit for this purpose, as it’s purpose-built for feature gating and supports key-value metadata.