Setup Plans & Pricing to Support Subscriptions and One-Off Purchases
In this guide, you will learn how to configure pricing plans for your users, each with distinct billing cycles, prices, unit counts (e.g., seats, devices, credits), currencies, and feature sets.
Setting Up Plans
To create your first plan:
- Log in to the Developer Dashboard.
- Navigate to the Plans page.
- Click the Add Plan button to create a new plan.
- Enter a title and a unique name, e.g., 'Professional' and 'professional'.
- Enter information about the plan such as pricing and billing cycles.
Creating Subscription Pricing
To enable subscription pricing, you just need to enter the Monthly Price and/or Annual Price for the plan.
Creating One-Off Pricing
To enable one-off pricing, you just need to enter the One-Time Price for the plan.
Each plan pricing configuration supports all three billing cycles: monthly, annual, and one-off. You can choose to fill out only the relevant pricing for your product.
This flexibility allows you to sell access to your software product through subscriptions, one-off purchases, or both. Checkout also lets customers choose their preferred billing cycle when purchasing a plan that supports multiple billing cycles.
Creating Multi-Unit Pricing
To sell multiple units (for example seats, users, devices, activations, or credits) from a single plan, click the Add Bulk button and either select the relevant option or just enter the number of units.
You can add as many bulk pricing options as you want, and each can have its own price. For example, you can sell 1 seat for $9.99, 5 seats for $39.99, and 10 seats for $69.99.
Read our guide to learn how to customize the unit label.
Creating Multi-Currency Pricing
Simply click on the Add Currency button on the right side to add more currencies to your plan.
Adding a currency automatically copies your USD or the first available currency pricing to the new currency. You can then edit the pricing for the new currency as needed.
Once your plan pricing is set, you can open Checkout to see how it looks for your customers. Simply click the Checkout button beside any pricing, and Checkout will open in a new tab.
All your configurations will be reflected, including the billing cycles, multi-units, and multi-currency pricing.
For example, in the image above, you can see:
- Checkout shows an upsell toggle for annual and monthly billing cycles.
- Another upsell toggle for the one-off pricing.
- The multi-units pricing selector, from which customers can easily switch between the available options.
- The multi-currency pricing selector, from which customers can easily switch between the available currencies.
There are various options to customize Checkout behavior and UI. Learn more in our Checkout guide.
Plans Customization
There are other settings you can fill out to customize your plans, such as:
Free and Paid Trials
Freemius enables you to offer free trials to your users, with or without requiring a payment method. Offering a free trial may help increase your product's distribution and sales. See the supported trial types.
Configure a Plan's Features
You can set up the features for each plan.
Set up plan features by:
- Navigate to the Plans page.
- Click the relevant plan to edit its details.
- Scroll down to the Features section.
- Add the respective feature details. Type the name of the feature and click the "+" button or press Enter to add it to the plan. Repeat this step until you've added all required features.
For integration with your product, these features can be accessed later using the Features API endpoint or the Pricing API endpoint. Additionally, they are automatically displayed in the pricing table generated by our SaaS Starter Kit.
Checkout Confirmation Dialog
After purchasing, customers will see a confirmation dialog that includes a thank-you message and a close button. This dialog allows the title, message, and button to be configured. It is accessible via the Customization tab under the Plans page. Learn more.
Checkout Success Redirection
Under the Plans page, via the Customization tab, you can set a redirection URL that Checkout will use to redirect customers after a successful purchase. This works only for Checkouts opened in page mode and does not show the confirmation dialog (even if customized). The URL is automatically populated with purchase data. Learn more.
Customize Checkout Style
Learn more in our guide for Checkout CSS Customization.
If you're looking for the WordPress and Templates guide, please refer here.