How to create and configure a price plan

A price plan sets what parents pay and how: once, every month, or in installments. Here is how to create one.

You will need a funnel with a payment page.

1. Open your order form and choose Digital product as the offer type.
2. Click + next to Digital product.
3. Name your product in Digital product name, for example 2-week sleep support package.
4. Click + to set the price plan.
5. Pick an existing plan from the dropdown and click Save, or click Create a new one.

For a new plan, fill in the display names for your dashboard and your order form, and the statement descriptor (the name on the parent's bank statement). Then choose the type.

1. One-time payment

1. Choose One-time payment.
2. Enter the amount.
3. Set the tax behavior.
4. Click Save.

2. Subscription

1. For a free trial, enter its length and choose days, weeks, months or years. No trial? Enter 0.
2. Enter the price, for example $20 a month.
3. Choose how often parents pay, for example every 1 month.
4. Set the tax behavior.
5. Click Save.

3. Payment plan

Set it up like a subscription, then add the total number of payments, for example 3 for three monthly payments. Click Save.

Once the plan is saved, click the main Save button to finish your product.