> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.wikiguide.link/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to Create Your First Subscription Plan A **subscription plan** is basically a set of rules that decides **how a product gets sold again and again** for example, how often it's delivered and how the customer pays for it. Instead of buying once, the customer keeps getting the product automatically based on this plan. ### Step 1: Open the Plans Section In the left-hand menu, click **Plans** under **Force Subscriptions**. This is where all your subscription plans are created and managed. ### ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_chriox.png) ### Step 2: Click Create Plan In the top-right corner, click **+ Create plan** to start building your first subscription plan. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1cpeukg.png) ### Step 3: Choose How Customers Get Charged After clicking Create plan, a pop-up asks you to pick one of two options: ###### Option 1: * **Auto-charging subscription rule (Most popular choice!):** The customer's card gets charged automatically every time, using payment methods like Shopify Payments, Shop Pay, Stripe, and others. ###### Option 2: * **Recurring invoices:** The customer gets a bill each time and pays it themselves — it's not automatic, but it works with more payment methods. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_131bdl0.png) ### Step 4: Fill In Your Plan Details After choosing **Option of your own choice**, you land on the **Create Subscription Plan** page. Here's what you fill in: 1. **Title:** The name customers see when they subscribe, like "Subscribe and save." 2. **Internal description:** A private note just for you — customers never see this. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1icczku.png) ### Step 5: **Products Selection** * Click **Browse products** to pick which product(s) this plan applies to. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1ws5ffc.png) **Select** your product and click **Add** ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_c4b3sg.png) ### Step 6: Set Delivery Options and Finish the Plan * **Name:** A label for this delivery option . ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_6xnuld.png) * **Billing type:** Choose how the customer is billed, like **Pay as You Go or pre paid**. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_43bpeq.png) * **Delivery frequency & interval:** Set how often the product is delivered, like every **Days,Week,month**. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_ldme7i.png) 1. **Minimum required number of payments:** How many billing cycles must happen before the customer can cancel or pause. 2. **Maximum allowed number of payments:** How many billing cycles happen before the subscription cancels automatically ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1d9l80f.png) ### Step 6: Set Up a Subscription Discount (Optional) 1. **Give discount toggle:** Turn this on if you want to offer subscribers a lower price than the regular one-time price. 2. **Discount amount & type:** Enter how much discount to give and choose whether it's a **Percentage** or a fixed amount — this becomes the price customers see. 3. **Recurring discount after specific number of orders:** Turn this on if you want the discount to only kick in after the customer has placed a certain number of orders, instead of from the very first one . ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1dtfklx.png) * Click **Add option** if you want to add another delivery choice, or click **Create subscription plan** at the bottom to finish. ### Step 7: Customize the Widget After filling in your plan details, click the **Widget** tab to design how the subscription option looks on your product page. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_xgulxk.png) ### Live preview On the right side, you'll see a **live preview** of how the widget will actually look to customers, showing the **Purchase options** ("Just Once" and "Every 1 month" in this example) as you make changes. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1merv71.png) **Select** and **customize** each option according to your liking. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_ffp4sn.png) Once you're happy with the look, click **Create** in the top-right corner or **Create subscription plan in bottom right corner** to publish your subscription plan. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1p9j3uy.png) ### Your Plan Is Ready! Once you click Create, your new plan appears in the **Plans** list — here, "Luxury Offer" shows up as **Active**, ready to start getting subscribers and this is how it looks on Store front. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_umoow6.png) ### Your plan is ready and is now live on the storefront.