Create plans, offers, installments, and trials
Pricing controls what the buyer pays, how often they pay, which checkout link they use, and how the sale appears in reports.
Use this guide when you are preparing a product for launch, adding a new offer, testing a subscription, or cleaning up old pricing.
What you can manage in Pricing
| Area | Purpose |
|---|---|
| Plans | Define the payment model, billing period, and subscription or one-time structure. |
| Offers | Create buyer-facing purchase options connected to plans. |
| Installments | Control how a buyer can split a payment when supported. |
| Trials | Let buyers start before the first subscription charge when the plan supports it. |
| Default plans | Decide which plan or offer should be used by a checkout by default. |
| Upgrades | Create paths from one plan or product to another. |
| Status | Keep active pricing available and deactivate old pricing safely. |
Pricing concepts
| Concept | Meaning |
|---|---|
| One-time plan | A single charge for a product or offer. |
| Subscription plan | A recurring payment with a billing period such as monthly, quarterly, semesterly, or yearly. |
| Offer | A purchase option connected to a plan, often used for campaigns, audiences, or special positioning. |
| Trial | A period before the first subscription charge. |
| Installments | A way for the buyer to split a payment when supported by the payment method and offer. |
| Default plan | The plan a checkout should use when no other specific option is selected. |
Create pricing for a product
- Confirm you are in the correct business workspace.
- Open the product.
- Go to the pricing, plans, or offers area.
- Decide whether this offer is one-time or subscription.
- Create the plan with a clear name and value.
- Configure billing period, installments, or trial rules when relevant.
- Create or connect the offer that buyers will use.
- Set the default plan for the checkout if the product has more than one option.
- Copy or connect the correct checkout link.
- Test the checkout price, payment method, and reporting behavior before launch.
Choose the right payment model
| Use this model | When it fits |
|---|---|
| One-time payment | The buyer pays once for access, a file, a service, or a fixed offer. |
| Subscription | The buyer pays on a recurring schedule for continued access, support, software, membership, or community. |
| Trial subscription | The buyer should test or enter before the first recurring charge. |
| Upgrade | Existing buyers should move from one plan or product to a higher-value option. |
Offers and checkout behavior
Offers are useful when the same product needs different buyer-facing paths.
| Offer use case | Example |
|---|---|
| Campaign-specific price | A launch campaign has a special offer code or checkout link. |
| Audience-specific positioning | Leads from different funnels see different offer names or links. |
| Trial vs no trial | One checkout path includes a trial and another starts billing immediately. |
| Multiple billing periods | Monthly and yearly buyers use different options for the same product. |
Safe deactivation checklist
Before deactivating a plan or offer, check where it is being used.
- Active checkout links.
- Funnels and upsell or downsell paths.
- Affiliate links.
- Upgrade links.
- Campaign links and UTMs.
- Support scripts or saved templates.
- Current subscriptions or buyer expectations.
Deactivate old pricing only after you know which buyers, reports, links, and automations depend on it.
Best practices
- Use clear names for plans and offers so support can identify them quickly.
- Keep pricing simple for the first launch unless the funnel requires multiple options.
- Test subscriptions with trial, renewal, cancellation, and reporting expectations in mind.
- Avoid changing active pricing during a live campaign without checking checkout links first.
- Document which offer belongs to each campaign or audience.
FAQ
What is the difference between a plan and an offer?
A plan defines the payment structure, such as one-time or subscription billing. An offer is the purchase option connected to that plan and used by checkout links, campaigns, or specific audiences.
When should I use a subscription instead of a one-time payment?
Use a subscription when the buyer receives ongoing access, service, software, community, or recurring value. Use one-time payment when the offer is delivered once or does not require recurring billing.
Should every subscription have a trial?
No. Trials can improve entry rate, but they also create conversion and cancellation risk. Use trials when the product experience can prove value before the first charge.
Can I deactivate a plan that already has sales?
Be careful. Check active links, funnels, affiliates, upgrades, subscriptions, and support workflows first. Deactivation should not confuse existing buyers or break live checkout paths.