Pricing Plans: Creating a Recurring Payment Plan
6 min read
The Pricing Plans app offers several different types of plan and package. These include recurring payment plans, free plans, and one-time payment plans.
Recurring payment plans are a useful way to encourage new clients to explore more of your services. They also secure stable revenue for your business.
Before you begin:
- Make sure to add the Pricing Plans app and connect a payment provider.
- Once you create a Pricing Plan, it is currently not possible to delete it. You can vote for this feature here. You can, however, hide or archive your plans as necessary to create new plans.
Step 1 | Create the pricing plan
Recurring plans are a great way to generate regular revenue from committed clients. Connect premium services or content to your plans as a way to reward returning clients.
To create a pricing plan:
- Go to Pricing Plans in your site's dashboard.
- Click + Create Plan.
- Enter the Plan info:
- Enter the plan name.
- (Optional) Enter a brief description of the plan.
- Add a Cover Image.
- (Optional) Fill in the relevant details under Tell customers what the main features are. Note: What you enter here displays the benefits. It does not connect Wix services or content to the plan.
Tip:
You can create as many pricing plans as you need in your site's dashboard. However, to show more than 75 plans on your site, add another Pricing Plans element in your editor (e.g. Plan List or Single Plan).
Step 2 | Connect benefits to your plan
Once you have created your plan and listed the benefits included, you can connect services and content to the plan.
The benefits available to connect vary according to the content and services you have on your site. For example, if you have Wix Blog or Forum, you see the option to connect to them. If you have no relevant content or services, the Benefits section won't appear at all.
To connect benefits to your plan:
- Select the checkbox(es) next the Benefits you want to include (e.g. services or content types)
- Add the relevant details (e.g. the specific services that are included).
Note:
You can connect site pages only after you finish creating your pricing plan.
Step 3 | Set the price and duration of your plan
Set how you want to charge for each period of your plan and how long it should last. Recurring payments offer more flexible terms to clients without a large, up-front commitment.
You can also set custom recurring cycles to offer even more value to your customers. For example, you can create a plan with a payment period of 6 weeks or 3 months.
Note:
To accept recurring payments, you need to set up a payment provider that supports recurring payments.
To set the price and duration of your plan:
- Select Recurring Payments in the Pricing options section.
- Click the Payment frequency drop-down and select how often payments are made.
- Enter the price for each recurring period.
- Click the Length of Plan drop-down and select the duration or enter a custom duration.
- (Optional) Charge a setup fee:
- Enable the Charge a setup fee toggle.
- Enter the amount under One-time setup fee.
- Enter the name for the fee under Setup fee name.
- (Optional) Click the Enable a free trial toggle to add a free trial to the plan and set its length.
Step 4 | Adjust your plan's advanced settings
After entering your plan's details, pricing and benefits, adjust its settings. Make your plan more flexible by letting clients choose their start date or cancel the plan if needed. Create a policy to explain how your plan works and how your clients can get the most value from it.
You can also add custom form fields to collect more info during checkout, and a Thank You page to personalize the experience.
To adjust your plan's advanced settings:
- Scroll down to Settings.
- Choose how you want to adjust your plan's settings:
Limit to a single purchase
Allow customers to cancel their subscription
Let clients choose their start date
Add a policy
Add custom form fields for clients to fill
Customize the Thank You message
3. Click Save at the top to finish creating your plan.
Step 5 | (Optional) Enable guest checkout
The guest checkout option lets visitors buy a pricing plan without signing up or logging in. This is useful if your plans include offline benefits, or if clients don't want to register as site members. It's also a great way to attract new clients who aren't sure they want to commit right away.
To enable guest checkout:
- Go to Settings in your site's dashboard.
- Click Pricing Plans settings.
- Click the Checkout tab at the top.
- Enable the Guest checkout toggle.
- Click Save.
What's next?
Why not create a coupon to promote your new plan? Click the More Actions icon next to your new plan in the Pricing Plans dashboard.
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