How to create a subscription plan?
Articles on: SubBox
With SubBox, you can create a plan easily
Follow this instruction below to manage your plan
In the Apps section, go to SubBox > Subscription in the left menu, now start to set your subscription plan.
Go to Plan tab > click on the Create a Plan button to start set up your plan
There are 2 main parts to create a plan
Please fill out the plan name which can be loyal customer's name/ product name or subscription name..., is only visible for you and help you manage plan. Then choose products that you need to create a plan with which can be one or many product/ product variants in a subscription
SubBox provides you 3 kinds of plan type, in this step you need to set the frequency for your plan.
- Pay as you go: This plan is suitable for using when you want to automatically charge your subscribers for the period time such as every month, every week, every 2 days,...
- Prepaid: This plan type allows the customer to make a single payment upfront for orders that will be delivered on a repeat basis. And it will be canceled when the cycle ends.
- Prepaid (auto renew): This plan type is an upper-level Prepaid One-time plan. Nevertheless, it will automatically renew the billing cycle until the customer cancels the subscription.
In Pay as you go , fill in the "Order Frequency" to manage your subscription. It can be based on Day/ Week/ Month or Year
In "Prepaid One-time Plan", fill in the "Fulfillment frequency" to manage your subscription. It can be based on Day/ Week/ Month or Year
In "Prepaid (auto renew)", fill in the "Fulfillment frequency" to manage your subscription. It can be based on Day/ Week/ Month or Year
Please jump to the section you want to explore:
Pay as you go
How to create a subscription with plan type Pay as you go?
Prepaid
How to create a subscription with plan type Prepaid?
Prepaid (auto renew)
How to create a subscription with plan type Advanced Prepaid?
Explanation of 3 subscription plan types
Updated on: 31/12/2023
With SubBox, you can create a plan easily
Follow this instruction below to manage your plan
In the Apps section, go to SubBox > Subscription in the left menu, now start to set your subscription plan.
Go to Plan tab > click on the Create a Plan button to start set up your plan
![](https://storage.crisp.chat/users/helpdesk/website/cdd180178536b000/bf3e462d-b8da-4427-8266-28eea0_1dxfead.jpeg)
There are 2 main parts to create a plan
I. Plan settings
Please fill out the plan name which can be loyal customer's name/ product name or subscription name..., is only visible for you and help you manage plan. Then choose products that you need to create a plan with which can be one or many product/ product variants in a subscription
![](https://storage.crisp.chat/users/helpdesk/website/ae7a0c85b38bf000/78513b80-d120-40fc-b940-9ffad7_w1jqup.jpeg)
II. Frequency
SubBox provides you 3 kinds of plan type, in this step you need to set the frequency for your plan.
- Pay as you go: This plan is suitable for using when you want to automatically charge your subscribers for the period time such as every month, every week, every 2 days,...
- Prepaid: This plan type allows the customer to make a single payment upfront for orders that will be delivered on a repeat basis. And it will be canceled when the cycle ends.
- Prepaid (auto renew): This plan type is an upper-level Prepaid One-time plan. Nevertheless, it will automatically renew the billing cycle until the customer cancels the subscription.
![](https://storage.crisp.chat/users/helpdesk/website/4df1927971a73800/ef8c8a5b-6d22-4b27-a016-ac6587_8afq6b.jpeg)
In Pay as you go , fill in the "Order Frequency" to manage your subscription. It can be based on Day/ Week/ Month or Year
![](https://storage.crisp.chat/users/helpdesk/website/af9bde8ee3f39000/bd7d44c2-7658-481e-a50c-bccf80_dty9vm.jpeg)
In "Prepaid One-time Plan", fill in the "Fulfillment frequency" to manage your subscription. It can be based on Day/ Week/ Month or Year
![](https://storage.crisp.chat/users/helpdesk/website/95a4ab4e8e932000/68a13c52-5511-4449-9a27-cff303_9svb1e.jpeg)
In "Prepaid (auto renew)", fill in the "Fulfillment frequency" to manage your subscription. It can be based on Day/ Week/ Month or Year
![](https://storage.crisp.chat/users/helpdesk/website/cc726f4fc81e7000/8bffc911-c33c-494a-8a1f-74a409_m08n8s.jpeg)
Please jump to the section you want to explore:
Pay as you go
How to create a subscription with plan type Pay as you go?
Prepaid
How to create a subscription with plan type Prepaid?
Prepaid (auto renew)
How to create a subscription with plan type Advanced Prepaid?
Explanation of 3 subscription plan types
Updated on: 31/12/2023
Updated on: 16/04/2024
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