Articles on: Setup Guide

🗓️ Edit Selling Plans: Shape Subscriptions Your Way

Selling plans let you define exactly how your subscription products are offered, billed, and delivered to customers. Here’s a breakdown of each configuration:

1. Display Settings

Set how your plan appears to customers on product pages, the cart, and checkout.

Name & Label: Add a plan name (e.g., “Delivery every week”) and label for internal tracking.
Additional Information: Provide short notes to help customers understand what they’re selecting.

💡 Tip: Use clear, customer-friendly names so buyers instantly see the value (e.g., “Subscribe weekly and save 10%”).

2. Plan Type

Choose the payment structure that fits your business model.

Pay As You Go: Customers are charged per billing cycle.
Prepaid: Customers pay upfront for multiple deliveries (e.g., 3-month prepaid = 3 deliveries).

💡 Tip: Prepaid plans are great for securing revenue upfront while giving customers better value.

3. Delivery Policy

Define how often and at what intervals customers receive their orders.

Delivery Frequency: Set the number of deliveries per cycle.
Delivery Interval: Choose the time unit (days, weeks, months).💡

Tip: Match your delivery options with customer buying habits - weekly for consumables, monthly for essentials.

4. Offer Incentives

Encourage subscriptions with discounts or special pricing.

Discount Types: Percentage off (%), fixed amount off, or set a fixed price.
Advanced Discounting: Apply discounts only after a set number of billings if desired.

💡 Tip: “Subscribe & Save 10%” is one of the most effective ways to boost conversion.

5. Advanced Settings

Fine-tune how your subscription runs over time.

Expiration Policy: Set after how many billing cycles a plan ends.
Automatic Expiration: Decide if subscriptions expire after a set number of cycles or continue indefinitely.
Recurring day: the calendar day you want recurring deliveries to line up on (e.g., the 15th of each month).
Cutoff window: how many days before the recurring day you consider “too close” to prepare and ship for the next anchor.
First delivery: whether the initial delivery happens On checkout (immediately) or On anchor (on the anchor day).

💡 Tip: Use expiration settings for seasonal products or limited-time promotions.

✅ With these five configurations, you have complete control over how your subscription plans look, function, and bring value to your customers.

Updated on: 23/09/2025

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