Create a Plan
In this article, you will learn how to create a plan to sell your new GHL as a subscription software.
Step 1
STRIPE PRODUCT CREATION
NOTE: Stripe recently changed their UI significantly and updated several long-standing functionalities that has caused some issues with backwards compatibility and useability across many systems. This is an updated version of the process based on July 2020 UI. If the UI has changed again, we will try to keep this updated in future.
Depending on when you create your Stripe plan the "ID" will be very different. This step will show you how to create a NEW Product.
Click the Add Product button.
1. Enter a name for the Product. e.g. "SaaS 199 Monthly Premium"
2. Click the ADVANCED OPTIONS to access the "statement descritpion" option.
1. Add the monthly fee in dollars.
2. Make sure the currency is what you need.
3. IMPORTANT: Make sure you add a custom id here. Adding a non-character, non-space item here will allow you to add this same ID to the product in TEST MODE and then test your subscription on the wrapper (and many other platforms). You cannot change this ID after a product is created.
e.g. use an id like "saas199mthpremium" for SaaS $199 Monthly Premium for example.
NOTE: As per the note above about Stripe UI, if you don't see an ID field, you have a newer version of the Stripe dashboard and won't be able to create matching TEST plans, thus you can skip this step. Use the live mode to test and refund yourself when testing.
Click SAVE PRODUCT
Step 2
CREATE PLAN IN WRAPPER
Click back over to your SaaS wrapper.
Open the PLANS tab and click ADD NEW PRODUCT.
NOTE: If you are just getting started, we have added 3 example plans in your wrapper for you. You can just EDIT those and add your Stripe ID following these steps.
1. Add your product name. We suggest you use the same name you used in Stripe for ease of matching. e.g. "SaaS Premium". This title will show on your homepage.
2. You can select the TYPE, for subscriptions, use "Recurring".
NOTE: For information on setting up BUMPS and ONE TIME products, see the Plans Advanced section.
3. In preparation for permission control, set the Role as either BASIC, STANDARD, or PREMIUM for your users here. More information about this will be available when the Permissions API is available. For now, just ensure this role is different for each of your plans, to ensure you have ability to offer different things to different purchases.
1. The PLAN ID, will now be what you have created in Stripe in Step 1. If you have an existing subscription set up in Stripe, it could be called a price_###### or plan_#### or even older ones were referred to as plan_####
The drop down will show the list of your LIVE id's here, so you can select it from the list.
2. Setting 1 of your plans as default will make is the main selected item on the homepage and in checkout.
3. You have the ability to not show certain plans on the homepage. Turning it off here will remove from homepage, but it will still show in your checkout and the PLANS tab for users in their Profile.
4. Enter the AMOUNT of the plan. This is a numeral. e.g. 199
5. You can override the TRIAL DAYS here. Even if you have not set them in Stripe, this field will allow you to set trial days on existing plans.
6. The Pricing Text is an override for the display of the pricing. This does not change the charge, it just allows you to put some words around the amount to help explain. e.g. "14 Days Free then $199 per month"
Click SAVE button to save your plan.
Step 3
TEST YOUR PLAN
If you were able to set your custom ID, you can turn on VIEW TEST DATA button in Stripe and create a new plan in Test Mode. Make sure you use the exact ID you used in the Live plan.
Once you have created the Test Product, return to your Wrapper.
Click on your /admin/settings SETTINGS menu from the left.
Click through to the BILLING tab.
1. Your TEST vs LIVE mode is the toggle at the top. If this is set to YES, you are in TEST mode. If this is set to NO, you are in LIVE mode.
2. If you are just getting started, your "Require Credit Card Up Front" is off by default. To force your customers to enter their credit card on sign up, ensure this is set to YES
When you site is in Test Mode, you can open an incognito window and go to your homepage.
Click the SIGN UP button: https://prnt.sc/tkyc47. You will see a yellow bar in the checkout that says "Test Mode On".
Enter a unique email address, name, password, and select your plan to test.
Enter the following test card details to checkout:
CARD: 4242 4242 4242 4242
EXP: 4/24
CVV: 242
ZIP: 42424
Click REGISTER and your new test subscription should be created, and it should appear in the Test Data mode in Stripe under Payments and Customers.
Any issues, hit the Support widget in your dashboard and reach out.