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Complete plan and offer setup from scratch

This guide walks through creating a plan and offer from zero on an existing product. Read plans, offers, and trials and one-time vs subscription first.

Offers connect products to checkout links and payment methods.

Part 1 — Create the plan​

  1. Confirm you are in the correct business workspace.

[Screenshot: App header — correct business workspace selected.]

  1. Open Pricing for the target product.

[Screenshot: Pricing page — product selected in pricing context.]

  1. Click Create plan (or add plan).

[Screenshot: Create plan action — new plan form opened.]

  1. Name the plan clearly (e.g. main offer, annual, VIP).

[Screenshot: Plan name — descriptive plan name entered.]

  1. Choose one-time or subscription billing. See billing periods.

[Screenshot: Billing type — one-time or subscription selected.]

  1. Set base price and currency.

[Screenshot: Plan price — amount and currency configured.]

  1. Save the plan.

[Screenshot: Plan saved — plan appears in pricing list.]

Part 2 — Create and configure the offer​

  1. Add an offer under the plan.

[Screenshot: Add offer — new offer form under plan.]

  1. Name the offer for internal and checkout use.

[Screenshot: Offer name — customer-facing name entered.]

  1. Set offer price if different from plan default.

[Screenshot: Offer price — final checkout price visible.]

  1. Configure trial if subscription with trial.

[Screenshot: Trial settings — trial days and terms configured.]

  1. Configure installments if selling in installments.

[Screenshot: Installment options — number of installments enabled.]

  1. Enable PIX and card payment methods on the offer.

[Screenshot: Payment methods — PIX and card toggles on offer.]

  1. Save the offer.

[Screenshot: Offer saved — active offer in plan list.]

Part 3 — Connect checkout and test​

  1. Create checkout link for this offer.

[Screenshot: Checkout link — new link bound to offer.]

  1. Publish checkout in builder.

[Screenshot: Checkout published — live checkout for new offer.]

  1. Open checkout as buyer — verify price, trial, installments, and payment methods.

[Screenshot: Live checkout — price and payment options match offer.]

  1. Run test purchase per PIX or card flow.

[Screenshot: Test sale — approved sale in Sales for new offer.]

Offer setup cheat sheet​

ElementReference
One-time vs subscriptionone-time vs subscription
Billing periodsubscription billing periods
Deactivate laterdeactivate plans and offers
Order bumpsorder bumps