Subscription Plans

Subscription Plans let you define reusable billing templates so you can create new subscriptions faster and manage pricing at scale.

Subscription Plans

What is a Subscription Plan

A Subscription Plan is a template that defines the billing frequency, price, trial period, and other settings for a subscription. When you create a new subscription, you can select an existing plan instead of entering all the details manually.

Plans are useful when you have multiple buyers on the same pricing tier — for example, a "Pro Monthly" plan at $29/month or an "Enterprise Annual" plan at $299/year.

Creating a Plan

To create a Subscription Plan from the Dashboard:

  1. Navigate to Payment Tools → Subscriptions.
  2. Click Create Subscription.
  3. In the plan selector, click Create a new plan.
  4. Fill out the plan details: name, billing frequency, recurring price.
  5. Optionally add a trial phase and/or discount phase.
  6. Save the plan. It will now appear in the plan selector for future subscriptions.

You can also create a subscription without a plan by checking "Create a subscription without a plan".

Plan Fields

FieldDescription
Plan NameA descriptive name (e.g. "Pro Monthly", "Starter Annual").
Billing FrequencyHow often to charge: daily, weekly, monthly, or annually.
Recurring PriceThe amount to charge each billing cycle.
Trial PhaseOptional free or discounted period before billing begins.
Discount PhaseOptional discounted rate for a set number of intervals after trial.
Interval LengthTotal number of billing cycles (leave blank for indefinite).

Using Plans

Once a plan is created, you can reuse it for any new subscription:

  1. Go to Create Subscription.
  2. Select the plan from the dropdown.
  3. The billing frequency, price, and phases will auto-fill.
  4. Select the buyer and payment instrument.
  5. Click Create Subscription.