Recurring plans: renewals, pauses and end dates

A plan charges your client automatically every cycle, so you stop chasing monthly payments. It suits ongoing online coaching, a monthly session allowance, or a fixed 12-week programme paid in instalments.

Plans renew by card, so you need Stripe connected first.

Start a plan

1. Create a product of type Plan, if you haven't already. See Products: single sessions, session packs and plans.
2. Choose New invoice, pick the client, and pick the plan under What for.
3. Set Plan length (cycles): how many payments before it ends, from 1 to 120. Leave it empty to renew until cancelled.
4. Choose Start plan, then send your client the pay link.

Nothing is charged until your client opens the link and chooses Start plan and pay by card. That first payment starts the plan. From then on, payments are taken automatically each cycle.

Each renewal

Every time the plan renews:

• Stripe takes the payment from the client's card.
• A paid invoice is created in your own numbering, so your records stay complete.
• Any sessions per cycle are added to the client's credits.
• You get a notification that the client has paid.

If a payment fails, you're told and the plan shows Payment failed. Stripe retries the card automatically. If it keeps failing, talk to your client: they may need to update their card.

Fixed-length plans

Give a plan a length and it ends on its own once the last payment is taken. The plan shows 2 of 12 paid as it goes, and Ends with a date once the last cycle is under way. A 12-week programme paid weekly is a plan of 12 cycles at 1 week each.

Pause, resume and cancel

Open the client's Billing panel to manage their plan:

• Pause: no payments are taken until you resume it. Use it for an injury, a holiday or a break you've agreed.
• Resume: billing picks up again.
• Cancel at period end: the plan stops when the current period runs out. The client keeps what they have paid for. This is the fair default.
• Cancel now: stops immediately. No further payments are taken.

Plan statuses

• Not started: issued, but the client hasn't paid the first invoice.
• Active: billing normally. The plan shows when it next renews.
• Ending: active, but set to stop at the end of this period.
• Paused: no payments until resumed.
• Payment failed: the last payment didn't go through and Stripe is retrying.
• Unpaid: retries have run out.
• Cancelled: finished.