Manage program pricing plans

Who this is for

This guide is for an owner or manager with the billing.manage permission, setting what this program costs.

The critical property: building the plan catalog charges nobody. Adding a plan here makes it available to choose. Money only moves when a household subscription is created against it; see Create a household subscription.

If Add plan is not on the page, your role does not carry billing.manage.

Before you begin

• Connect billing first. Plans reference real prices, so the Stripe connection needs to be in place; see Configure billing policies and catalog.
• Decide whether you are reusing a price you already have or creating a new one. Reusing keeps your catalog tidy and your reporting consistent.

Steps

1. Open the program. On Overview, find Pricing, which lists the recurring plans available for this program. With none set up it reads No plans yet. Add pricing for this program.
2. Click Add plan.
3. Choose Attach existing to reuse a price you already have, then pick it under Existing price.
4. Or choose Create new, then fill in: - Plan name, for example Kids Taekwondo Membership. This is what staff see when choosing a plan. - Amount, for example 150.00. - Billed: Monthly or Yearly.
5. Click Add plan.
6. Set a plan as the default if this program has an obvious usual choice.
7. Archive a plan you no longer sell.

Expected outcome

PositiveForm confirms with Plan added, and the plan appears under Pricing as available for this program.

Nobody is enrolled and nobody is charged. The catalog is a list of what a family could be signed up to; the charge happens when a household subscription is created against a plan.

Setting a default confirms with Default plan updated and only changes which plan is preselected. Archiving confirms with Plan archived and stops the plan being offered for new subscriptions; it does not cancel subscriptions already using it, and it does not stop those families being billed.

Screenshots

Recovery

If adding fails, PositiveForm shows the reason and no plan is created.

If the default will not change, you get Could not update the default plan. and the previous default stands.

If archiving fails, you get Could not archive this plan. and it stays available.

If you archived a plan families are still paying on, they keep being billed. Archiving controls what can be sold next, not what is already sold; change those subscriptions at the household.

If Existing price offers nothing, you have no prices yet. Use Create new, or set up billing first; see Configure billing policies and catalog.

If you added a plan at the wrong amount, archive it and add the correct one rather than editing a price families may already be on.

Related guides

• Create a household subscription — the step that actually charges a family, using a plan from this catalog.
• Configure billing policies and catalog — connect billing before any of this works.