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> Use this file to discover available pages before exploring further.
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# Setting Up Pricing Options

Pricing options define how much clients pay and on what schedule. Each pricing option can be assigned to clients when you add them, or offered through payment pages.

## Viewing Your Pricing Options

Navigate to **Settings > Products** to see all your pricing options. You can search by name and adjust how many are shown per page.

![Pricing options list](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/payments-pricing-list_aagc26.png)

The page also includes links to configure your three payment page templates:

- **New Client** payment page
- **Expired Client** payment page
- **Extend Payment** page

## Creating a Pricing Option

1. Navigate to **Settings > Products**
2. Click **Add new**
3. Fill in the form and click **Done**

![Create pricing option](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/payments-pricing-options-creat_10sk6ux.png)

### Basic Fields

- **Pricing Name** — an internal name for this pricing option (not displayed to clients). Example: "Monthly - $99"
- **Client Facing Name** — the name clients see on payment pages. Example: "Nutrition Coaching"
- **Activate Pricing** — toggle to make this pricing option available for use

### Payment Options

Each pricing option has one or more payment options that define the amount and schedule.

For each payment option, configure:

- **Amount** — the price in your currency
- **Currency** — the currency for this payment
- **Type** — one of:
  - **Subscription** — recurring payments
  - **Single payment** — a one-time charge for a set period
  - **Deposit** — a one-time deposit payment

### Subscription Settings

If you choose **Subscription**, additional fields appear:

- **Frequency** — how often the client is charged:
  - Weekly
  - Monthly
  - Every 3 months
  - Every 6 months
  - Yearly
  - Custom (specify a number of weeks or months)
- **Ends** — when the subscription should end:
  - **Never** — continues until manually cancelled
  - **After** — ends after a specified number of payments

### Single Payment Settings

If you choose **Single payment** or a custom frequency, you'll specify:

- **Period value** — the number of weeks or months the payment covers
- **Period** — weeks or months

### Multiple Payment Options

You can add multiple payment options to a single pricing option using the **Add** button. Options are presented to clients as alternatives (an "or" relationship) — for example, monthly billing or a discounted annual plan.

## Subscription Schedules (Phases)

You can toggle between **Options** and **Phases** mode. In Phases mode, payment options are sequential (a "then" relationship) — for example, a $50 deposit *then* a $150/month subscription. See [Subscription Schedules](https://help.apotheo.com/en/article/subscription-schedules-1s71ia9/) for details.

## Editing a Pricing Option

1. Find the pricing option in the **Products** list
2. Click its name to open the edit form
3. Update the fields and click **Done**

> **Note:** If clients are actively subscribed to a pricing option, the payment option fields become read-only. You cannot change the amount or frequency of an active subscription. Create a new pricing option instead.

## Deleting a Pricing Option

Select pricing options using the checkboxes and click the **Delete** button. If a pricing option is assigned to active clients or application forms, you'll see a dialog listing the blocking items. Reassign those clients or forms before deleting.