Setting up plans

Learn how to create a plan and let your customers subscribe to it

Michiel Sikkes avatar
Written by Michiel Sikkes
Updated over a week ago

This article will cover the following things:

  • What a plan is and how it works

  • Configuring the payment settings

  • Creating a plan in Firmhouse

What is a plan?

A plan is the thing your customers will subscribe to. It includes an amount that will get charged monthly. Plans can be used to sell something virtual (like a membership) or something physical (one or multiple products) - however you want to use it is up to your business case. 

If you are selling a physical product, think of it like a bundle: It can include one or many products (it can also include the same product multiple times). Once someone subscribes to that plan, all the products within that plan will be shipped to the customer (based on the logistics setup). The amount specified in the plan will get charged per month.

If you aren't selling physical products, then a plan simply determines how much money a customer gets charged every month.

Now let's have a look how to create a plan and allow people to subscribe to it

Step 1: Create a plan

In the left side-bar you will find a link called "Plans". If you are not seeing this make sure

  • Your role is set to Project Manager or higher 

  • Your project is Plan based (get in touch with Firmhouse if you think your project is not plan based) 

This is where all your plans live. Click on "New plan" to get started. Follow the steps and set up your plan. If you want to include physical products in your plan, you will be asked to set these up first.

Step 2: Configure Payment Settings

  • Setting the prices of your plan.

Initial amount
This is charged on signup and it is mandatory and if you want to use this as the payment for the first month. This has to be the same as the monthly amount if you want to use it as payment for the first month.

One important thing is that you have to set the trial period on the subscription model page to 1. Otherwise your payment service provider will start charging the next day instead of the next month.

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