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Steps

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Step 1: Define Products and Plan

• Subscription plans are organized under product offerings. First ensure you have created a product before setting up plans.

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Step 2: Basic Setup

• Input Plan Name and Description
  • Enter the name of the plan in the Plan Name field.
  • Provide a brief description of the plan in the “Plan Description” field.
• Select the Plan Type
  • Choose from the dropdown: Main plan, Add-on, or One-time payment
• Input External Plan ID (Optional)
  • If applicable, enter the external identifier for the plan in the “External Plan ID” field.
• Choose the Currency
  • Select the currency for the subscription plan from the currency drop-down menu.
• Define the Pricing
  • Specify the price amount for the plan in the Price field.
• Define the Billing Period
  • Choose the interval unit (day, week, month, or year)
  • Enter the number of interval units
  • Examples:
    • For a monthly recurring plan: Choose Month as Interval Unit and input 1 as Interval Count.
    • For a semi-yearly recurring plan: Choose Month as Interval Unit and input 6 as Interval Count.

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Step 3: Advanced Setup (Optional)

• Configure Add-ons
  • In the “Recurring Add-ons” field, select add-ons to attach to the main plan
  • In the “One-time-payment add-on” field, choose one-time payment options
• Configure Trial Period
  • After the Trial switch is turned on, All Trial in the Summary column on the right will show “Yes”
  • Set a Trial Price (use 0 for free trials)
  • Define Trial Length by specifying duration and unit (days, weeks, etc.)
  • Choose whether to require payment information during trial with the “Requires Payment Info” option
  • Set whether subscriptions should automatically renew after trial ends
• Configure Usage-based Billing
  • Set up limit metered usage
  • Configure charge metered usage
  • Set up recurring charge metered usage
• Add Custom Data
  • Add any custom metadata in JSON format if needed for integration purposes

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Step 4: Review Summary

• The Summary panel displays all your plan configuration settings for easy review before saving.

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Step 5: Save and Activate the Plan

• Click the “Save” button to save the defined plan.
• Click the “Activate” button to activate the plan.
• Click the “Publish” button to make the plan available to customers.