Subscription Schedules

Subscription schedules let you create multi-phase pricing where clients move through payment stages automatically. For example, a client pays for their first three months upfront, then transitions to a monthly subscription.

Options vs. Phases

When configuring a pricing option, you can toggle between two modes:

• Options — multiple payment choices presented as alternatives (client picks one). The options are separated by "or".

• Phases — sequential payment stages that happen in order (one after another). The phases are separated by "then".

Creating a Subscription Schedule

1. Navigate to Settings > Products
2. Click Add new (or edit an existing pricing option)
3. Switch from Options to Phases mode
4. Configure each phase

Example: Three Months Upfront, then Monthly

Phase 1 — pay for the first three months in one go:

• Type: Single payment
• Amount: $300
• Length: 3 months

Phase 2 — then roll onto a monthly subscription:

• Type: Subscription
• Amount: $100
• Frequency: Monthly
• Ends: Never

The client pays $300 once, covering their first three months. After that, Apotheo automatically moves them onto a rolling $100/month subscription — no action needed from them.

Example: Higher Intro Rate, then Standard Monthly

Phase 1 — a higher rate for the first three months:

• Type: Subscription
• Amount: $200
• Frequency: Monthly
• Ends: After 3 payments

Phase 2 — then the standard ongoing rate:

• Type: Subscription
• Amount: $150
• Frequency: Monthly
• Ends: Never

The client pays $200/month for their first three months — a slightly higher rate while onboarding is heaviest — then automatically drops to the standard $150/month from month four onwards.

Note: A subscription schedule chains payment stages together. For a one-off deposit before coaching starts, use the dedicated Deposit pricing type instead. For a discounted first month, use a promo code rather than a phase.

Adding and Removing Phases

• Click Add between phases to insert a new payment stage
• Click Delete on any phase to remove it

How Phases Work for Clients

Clients experience phases automatically — they don't need to take any action when transitioning between phases. Stripe handles the scheduling, charging the next phase when the current one completes.

Editing Subscription Schedules

If a pricing option has active subscribers, the phases become read-only. You cannot modify an active subscription schedule. To offer different terms, create a new pricing option.

Updated on: 05/08/2026