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Set up Recurring Payment Plans and Coupons for Memberships

How to create and set up payment plans and coupons for different memberships efficiently and accurately.

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Written by Support Team
Updated over 3 months ago

Objective

To create and set up payment plans for different memberships efficiently and accurately. Watch the video to see an example of how to set up 4 week or monthly billing as well as setting up coupons to offer discounted rates.

Key Steps

  1. Click on the icon under the payment plans column to add a new payment plan.

  2. Fill in the name and description for the payment plan.

  3. Add the price information and taxes (if any), including recurring price and any one-time fees.

  4. Set the number of billing cycles and add a free trial period if necessary.

  5. Save the payment plan.

  6. Repeat the process to create additional payment plans for different memberships, following steps 2-5.

  7. If offering discounts, create a new payment plan with a lower price or create a coupon for a particular membership.

Cautionary Notes

  • Double-check all information entered for accuracy before saving.

  • Ensure that the payment plan details align with the specific membership it is intended for.

  • Be cautious when disabling QR code purchase options, as it may impact future sales.

Tips for Efficiency

  • Use descriptive names for payment plans to easily identify them.

  • Utilize fixed amount discounts for simplicity and clarity.

  • Set expiration dates for coupons if the discount is temporary.

  • Regularly review and update payment plans as needed to stay current with membership offerings.

Link to Loom

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