Pricing Plans: Creating a Recurring Payment Plan
In this article
- Step 1 | Create the pricing plan
- Step 2 | Connect main features to your plan
- Step 3 | Set the price and duration of your plan
- Step 4 | (Optional) Add a custom pricing rule
- Step 5 | Set your plan start date
- Step 6 | Adjust your plan's advanced settings
- Step 7 | (Optional) Enable guest checkout
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
Choose and customize AI-suggested templates for your business, or start from scratch to build your own.
To create a pricing plan:
Go to Pricing Plans in your site's dashboard.
Click + Create Plan.
Choose how you want to create a plan:
Create with AI: Enter the relevant details under Describe the plan you want and click Generate. Then, click Edit to make changes, or click Save Plan if you do not need to make changes.
Start with a template: Select a category to filter the available templates. Then, click Edit to make changes, or click Save Plan if you do not need to make changes.
Start fresh: Click + Start From Scratch.
If you chose to edit the plan or start from scratch, review the plan details in the Plan info section and make any necessary changes.
Click Save.
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 main features to your plan
To connect features to your plan:
- Scroll down to Tell customers what the main features are (optional).
Note: What you enter here displays the benefits. It does not connect Wix services or content to the plan. - Enter the relevant features for your plan.
- (Optional) Click + Add More to include additional services or benefits.
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 strategy 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.
Tip:
You can
change the pricing strategy for a recurring plan if needed,
Step 4 | (Optional) Add a custom pricing rule
With custom pricing rules, you can give each customer the price that fits their circumstance. Apply a discount or a special rate to all customers, returning customers, or specific site members for a set period, or with no end date.
To add a rule:
Click + Add Rule.
Choose who the rule applies to and when it applies:
Plan price
Setup fee
Step 5 | Set your plan start date
Decide when your pricing plan starts by setting a specific date or let customers choose before they check out.
To set your plan start date:
Choose when you want the plan to start:
Immediately after purchase
On a fixed date
On the same day every month
On a customer selected date
Step 6 | 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:
Set purchase limits
Allow customers to cancel their subscription
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 7 | (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?
Promote your new plan with a coupon. Click the
More Actions icon
next to your new plan in the
Pricing Plans dashboard. Learn more about creating
price coupons and
percentage coupons.
next to your new plan in the
Pricing Plans dashboard. Learn more about creating
price coupons and
percentage coupons.