How to create and configure a price plan

A price plan sets what parents pay and how: once, every month, or in installments. Here is how to create one.

You will need a funnel with a payment page.

  1. Open your order form and choose Digital product as the offer type.
  2. Choose Select existing product and pick it, or Create new product and type a name, for example 2-week sleep support package.
  3. Click Add product.
The Add digital product popup
  1. Click Edit product, then + next to Price plans.
  2. Choose the price plan type: One-time payment, Subscription or Payment plan.
  3. Pick a plan under Choose an existing price plan and click Add plan, or click Create a new one!
The Attach price plan popup

For a new plan, fill in the name displayed on the order form, the name displayed on your dashboard, and the statement descriptor (the name on the parent's bank statement).

1. One-time payment

  1. Choose One-time payment.
  2. Enter the amount.
  3. Set the tax behavior: Exclusive or Inclusive.
  4. Click Create.

2. Subscription

  1. For a free trial, enter its length and choose days, weeks, months or years. No trial? Enter 0.
  2. Under Customers will pay, enter the price, for example $20.
  3. Under Each, choose how often parents pay, for example every 1 month.
  4. Set the tax behavior.
  5. Click Create.

3. Payment plan

Set it up like a subscription, then add the total number of payments, for example 3 for three monthly payments. Click Create.

The New price plan popup

Once the plan is added, click Save under Price plans to finish your product.

Price plans here are for digital products. For a physical product, set the price when you create the product.
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