# Setup Product, Plans & Pricing

This guide is for [WordPress](https://freemius.com/help/help/documentation/wordpress/.md) only

Here is how to set up your product, plans, billing cycles, prices and currencies for your templates and kits.

## Add the product[​](#add-the-product "Direct link to Add the product")

To create your product;

1. Log in to the [Developer Dashboard](https://dashboard.freemius.com).

2. Click the "**+**" in the top right corner next to the profile picture and click "New Product".
   <!-- -->
   ![Freemius Dashboard - Plans overview](/help/assets/ideal-img/freemius-developer-dashboard-set-template-product.c8bde6f.480.png)

3. Add the required details for your product, which include:

   <!-- -->

   1. A store name,
   2. Title e.g., 'My Template'
   3. And the downloadable file name. This is a unique name for your product e.g. `my-template`.
   4. Upload the product icon to match your brand.
      <!-- -->
      ![Freemius Dashboard - Create Template Product](/help/assets/ideal-img/freemius-developer-dashboard-set-template-product-name.94b7215.480.png)

4. Click the "Get Started" button to create your product.

## Add plans[​](#add-plans "Direct link to Add plans")

Creating a new product comes with a default "Pro" plan. You can edit this plan or create more plans for your product. Each plan can have different pricing, billing cycles and settings.

![Freemius Developer Dashboard - Default Template Pro Plan](/help/assets/ideal-img/freemius-developer-dashboard-set-template-pro-plan.5298657.480.png)

To create your a plan:

1. Under the ***Plans*** page, click the **Add Plan** button to create a new plan.
   <!-- -->
   ![Freemius Developer Dashboard - Default Template Pro Plan](/help/assets/ideal-img/freemius-developer-dashboard-template-plans.c8204ff.480.png)
2. Then insert a title and unique name e.g., 'Pro' and 'pro' respectively.
3. Click the "**Create New**" button to complete the plan setup.

note

* You can create a [one time/lifetime pricing option](#set-up-one-time-fee) or several pricing options for plans for more than 1 site usage by clicking **Add Bulk** and select the number of units, then enter the relevant pricing options.
* Similarly, you can add pricing in [other currencies](https://freemius.com/help/help/documentation/selling-with-freemius/multi-currency/.md#how-to-start-accepting-multiple-currencies) by clicking **Add Currency** and select the number of units, then enter the relevant pricing options.

The pricing plans will be displayed in the [Freemius Checkout](https://freemius.com/help/help/documentation/checkout/integration/freemius-checkout-buy-button/.md) when customers purchase your product, as seen here:

![Freemius checkout displaying Template plans](/help/assets/ideal-img/freemius-developer-dashboard-templates-plans-checkout.4aca409.480.png)

### Set up One-Time Fee[​](#set-up-one-time-fee "Direct link to Set up One-Time Fee")

If your product doesn't require recurring payments (subscriptions). You can create a plan with a one-time or lifetime purchase. Here is how:

1. Log in to the [Freemius Developer Dashboard](https://dashboard.freemius.com).
2. Choose the product you want to set up a one-time fee for.
3. Go the ***Plans*** page and add/select the desired plan with the relevant title.
4. Add a price to the Lifetime input field only.

![Freemius developer dashboard - Template and kits plans pricing](/help/assets/ideal-img/freemius-developer-dashboard-set-template-pro-plan-one-time-fee.f38d04a.480.png)

note

The one-time pricing can also be setup for multiple site access bulk pricing and [multiple currencies](https://freemius.com/help/help/documentation/selling-with-freemius/multi-currency/.md#how-to-start-accepting-multiple-currencies) purchases.

## Plans Customization[​](#plans-customization "Direct link to Plans Customization")

To customize the different settings for a specific plan under the ***Plans*** page.

1. Click the respective settings tab.
2. Change the settings as needed.

![Freemius developer dashboard - Set prorated discount for Templates](/help/assets/ideal-img/freemius-developer-dashboard-set-template-prorated-discount.50f4871.480.png)

Here are the settings you can customize for each plan:

### Refund Policy[​](#refund-policy "Direct link to Refund Policy")

By default, the product has a "No Refunds" policy, which means that all sales are final.

This is the recommended option because refunds are only expected if the buyer has not downloaded or accessed the software. Once downloaded, refund requests can be declined unless you choose otherwise. This helps reduce abuse for easily copyable or one-time-use software. However, this can be changed.

To learn more about the available refund policy options visit our [Refund Policy Guide](https://freemius.com/help/help/documentation/selling-with-freemius/refund-policy/.md).

### Prorated Discount Period[​](#prorated-discount-period "Direct link to Prorated Discount Period")

Freemius supports [proration](https://freemius.com/help/help/documentation/selling-with-freemius/.md) out of the box, giving incentive to your buyers to upgrade to a higher plan or pricing. While subscriptions are automatically prorated based on the remaining time in the billing cycle, lifetime licenses proration period is set to 30 days by default. You can customize this period.

### Payment Recovery Flow[​](#payment-recovery-flow "Direct link to Payment Recovery Flow")

Freemius [sends recovery emails](https://freemius.com/help/help/documentation/marketing-automation/dunning-failed-payments/.md). to customers when a payment fails. By default, these link to our Checkout app at `checkout.freemius.com`.

Some buyers may find it confusing to receive an email from your brand/website but be redirected to a third-party domain, which could be mistaken for phishing.

Here you can set a custom recovery URL on your own website for customers.

### Renewals Discount[​](#renewals-discount "Direct link to Renewals Discount")

For products with recurring billing, you can set up a discount for customers who renew their subscription. This is a great way to incentivize customers to continue using your product and reward their loyalty.

![Freemius Developer Dashboard - setting up renewals discount](/help/assets/ideal-img/freemius-developer-dashboard-renewable-discount.0974bca.480.png)

When to offer renewal discounts?

As a rule of thumb, we do not recommend setting a discount for renewals unless your app does not provide a continuous value to users, such as a one-time-use product like a one-time migration kit. In such cases, maybe it is worth setting up a [lifetime pricing](#set-up-one-time-fee).