Pricing Plans: Creating a Recurring Payment Plan
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
Select Plan Price under Apply to.
Click the Rule type dropdown and select the relevant option:
Fixed price: Enter the New Price.
Percentage discount: Enter the Discount.
Click the Available to dropdown and select the relevant option (All customers, Returning customers, Specific site members).
(If you select 'Specific site members') Click the Choose members dropdown and select the relevant members.
Tip: You can select up to 50 members.
Select the Validity period:
No expiration: The rule remains active indefinitely.
Set an end date: Select the date when the rule expires.
Set a date range: Select the start and end dates for the rule.
Click Save.
Setup fee
Note: This option is available for plans with a setup fee.
Select Setup fee under Apply to.
Click the Rule type dropdown and select the relevant option:
Fixed fee: Enter the New fee.
Waive fee: The setup fee is waived.
Click the Available to dropdown and select the relevant option (All customers, Returning customers, Specific site members).
(If you select 'Specific site members') Click the Choose members dropdown and select the relevant members.
Tip: You can select up to 50 members.
Select the Validity period:
No expiration: The rule remains active indefinitely.
Set an end date: Select the date when the rule expires.
Set a date range: Select the start and end dates for the rule.
Click Save.
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
Click the Plan starts dropdown and select Immediately after purchase.
On a fixed date
Click the Plan starts dropdown and select On a fixed date.
Select the relevant Start date.
(Optional) Click +Add another start date.
(Optional) Enter a checkout message in Message shown after the last start date passes.
On the same day every month
Click the Plan starts dropdown and select On the same day every month.
Enter the Day of the month when the plan should start.
On a customer selected date
Click the Plan starts dropdown and select On a customer selected date.
(Optional) Enable the Limit the date range toggle:
Under Available from, select the earliest date customers can choose.
(Optional) Click + Set last available date and select the last date customers can choose.
(If you set a last available date) Enter a checkout message in Message shown after the last start date passes.
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
Manage how your plan is purchased by setting limits on both active subscriptions per customer and the total number of times the plan can be sold overall.
Click Edit Limits.
Choose how to limit purchases for this plan:
Per-customer limits:
Click the Limit how many times a customer can purchase this plan toggle and select the relevant option:
One active subscription at a time.
One purchase per customer (lifetime).
Limit purchases per customer. Then, enter the Maximum purchases per customer.
Per-plan limits:
Click the toggle(s) next to the relevant option:
Limit active subscriptions. Then, enter the Maximum active subscriptions.
Limit total sold plans. Then, enter the Maximum sold plans.
When ready, click Done.
Allow customers to cancel their subscription
Enable this toggle to allow clients to cancel their plan subscriptions by themselves in their personal My Subscriptions page.
Note: Your site must have the Wix Members Area and the My Subscriptions pages.
Add a policy
Create a policy for your pricing plan that appears on the checkout page. This could include legal requirements, renewal details, or other important information. Although individual responses aren’t tracked, you can require guests to agree to the policy before completing their purchase.
Click Add next to Add a policy.
Write your terms and conditions in the field provided.
(Optional) Enable the Policy checkbox toggle so clients have to agree to your terms and conditions before completing checkout.
(Optional) Enable the Checked by default toggle to automatically tick your policy checkbox for clients.
Note: Make sure to check any legal requirements regarding policies, terms, and conditions in the country where you sell your plans.
Click Save.
Add custom form fields for clients to fill
Add a custom form field to your checkout form to gather more information from your customers. It can include specific contact details you need, a checkbox, drop-down or multi-choice field.
Click Add Form next to Collect additional info at checkout.
Click + Create Form.
Drag and drop the form field onto the page.
Customize the Thank You message
Add a message you display to customers after they purchase one of your plans. The message also includes a button, which can lead to your site's home page or any other page.
Click Edit next to Customize a Thank You page.
Enter a title for your Thank You page.
Add the message you want this page to display.
Tip: You can add links to direct customers to additional products, services or plans that may interest them.
Enter your Button text.
Choose where the button directs customers to:
Home Page: When they click the button on the Thank You page, your customers return to your home page.
Other page: Direct customers to a specific URL, such as your services or products page or a landing page.
Enter the Page URL.
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.
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