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.

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

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 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.

Updated on: 23/03/2026