Setting Up Pricing Plans

Step 2 of the membership wizard is Pricing Plans. A single membership can have several plans, for example a monthly plan and a discounted yearly plan. This article covers adding and configuring them.

Add a plan

On the Pricing Plans step, click Add Plan. A drawer opens titled Add Plan (or Edit Plan when changing an existing one).
Fill in the fields below.
Click Save. The plan appears in the table with its Plan Name and Pricing.

You must add at least one pricing plan before you can proceed; otherwise you will see "Please add at least one pricing template".

All membership plans are recurring. Memberships charge an ongoing fee; there is no one-time membership plan.

Plan fields

Plan name (required)

Up to 50 characters, not blank. For example, "Monthly", "Annual", or "Gold".

Plan cost (required)

Set the price per currency in a grid:

Your base organization currency always appears and is required.
Enable additional currencies with their checkboxes to sell internationally. To add more currencies, use Settings > International Selling.
For each currency you set:
- Price: the amount charged each billing cycle.
- Cut Price (optional): a struck-through "was" price shown for comparison. If set, it must be greater than or equal to the price, or you will see an error on save.

Billed every

Sets how often the learner is charged: a number (the interval) plus a period. The period options are Month and Year. For example, interval 1 + Month is monthly; interval 1 + Year is annual.

Billing Cycles

Choose how long billing continues:

Auto-renews until cancelled (default): the plan keeps renewing until the learner cancels.
Expires after a specific no. of billing cycles: the plan stops after a set number of cycles. When selected, set Expires after (the number of cycles). This field is disabled unless this option is chosen.

Grace period before expiry (optional)

Turn on the switch to allow a grace period, then set the number of days. The days field is disabled until the switch is on.

Editing and removing plans

In the plans table, each row has an actions menu with Edit (reopen the drawer) and Remove (delete the plan, with a confirmation toast). You can maintain several plans side by side.

A common setup is a Monthly plan and an Annual plan priced to reward the yearly commitment (for example, two months free). Use Cut Price on the annual plan to show the saving.

Move to the next step

Click Proceed to continue to Inclusions. If no plan exists, you will be prompted to add one first ("Please Enter Pricing Plan Details").

What's next

Continue to Adding Inclusions to choose which courses the membership unlocks.