How to create a new subscription plan?

🤖 Explain with AI

To start charging customers on a recurring basis (like Netflix or Slack), you must first define a “Plan”.

  1. Log in to your 4Geeks Console.
  2. Navigate to Sales -> Recurring Plans in the left-hand menu.
  3. Click the +Create New Plan button in the top-right corner.

  4. Fill in the form with:

    • Plan Name: Must be unique (two plans cannot share the same name).
    • Description: Details about the service.
    • Currency: The currency for the charges.
    • Image: Optional visual representation.

  5. Click Accept to finalize.

Note

Once created, plans cannot be edited, and they have no expiration date (they run until cancelled).