Custom plans are the subscription products you sell through your white-label platform. They decide what a customer pays, what they can access, how many locations they can manage, how many credits they get, and what happens when the subscription changes state.
This guide focuses on plans connected to Stripe, where Stripe handles payment collection, invoicing, subscription lifecycle events, card management, and checkout.
Connect Stripe first
Before you can create paid plans, connect your Stripe account. Go to `Settings -> White Label -> Stripe Connect`, click `Connect with Stripe`, complete Stripe onboarding, then return to the platform.
Once Stripe is connected, paid plans can create Stripe prices, payment links, subscription upgrades, and billing portal access directly through your account.
- Automatic tax collection can be enabled from the Stripe Connect settings area
- A default downgrade plan can also be chosen there for subscriptions that end
- This is a one-time setup for the tenant, not something you repeat for every plan
Create the plan
Go to `Settings -> White Label -> Custom Plans`, click `Create Plan`, enter the plan name, and open the editor. If this is your first setup, the Smart Setup wizard can still generate a useful baseline.
Every custom plan is really two things combined: pricing and billing on one side, and features and limits on the other.
- General controls the plan identity and visibility
- Pricing and Billing controls Stripe prices, trials, add-on pricing, and downgrade behavior
- Features and Options controls what the customer can see and use
Configure general settings
On the General tab you define the plan name, description, whether it is the default plan, and whether it should be hidden from new signups.
Only one plan can be the default at a time. Hidden plans still work for existing subscribers but stop appearing as a public choice for new customers.
- Use Default Plan when you want new registrations to land on this plan automatically
- Use Hidden when you want to retire a plan from sale without disrupting current subscribers
Configure pricing and billing
This is where the plan becomes a real Stripe-backed subscription product. You decide whether the plan is free or paid, whether it includes a trial, and whether it offers monthly, yearly, or both billing cycles.
- Free plans do not require Stripe prices and cannot have a trial period
- Paid plans can offer no trial, or a free trial where Stripe collects the card upfront and charges later
- You can create monthly prices, yearly prices, or both
| Billing setup | What happens |
|---|---|
| Free plan | No checkout required and no payment is collected |
| Paid plan with no trial | Customer is charged immediately at checkout |
| Paid plan with trial | Customer enters card details, gets access immediately, and is charged after the trial ends |
Create Stripe prices
For paid plans, use the `Create` buttons next to Monthly Price ID or Yearly Price ID. The platform creates the Stripe Product and Price directly in your connected account and stores the resulting price ID for you.
If you offer both monthly and yearly pricing, the customer chooses their preferred billing cycle during checkout.
Add-on and tiered location pricing
If the plan includes a location limit and you want to charge for extras, you can create per-location add-on pricing or a full tiered pricing model.
Tiered location pricing lets you reduce the price per location as volume grows. If both simple add-on pricing and tiered pricing exist, the tiered model takes precedence.
- Add-on pricing is the simple per-location upsell
- Tiered pricing is better when you want volume discounts
- Tiers must be created in ascending order by starting quantity
Choose subscription end behaviour
When a subscription ends, you can block access, use the tenant-level default downgrade behavior, or move the customer onto a specific free plan automatically.
Auto-downgrade is useful when you want cancellations to land on a lower-access plan instead of disappearing into a dead end.
Generate payment links
Once a Stripe price exists, Stripe-hosted payment links can be generated and shared anywhere you sell the plan. These links are the cleanest way to send a prospect directly into checkout.
If a plan has both monthly and yearly billing, both links are generated separately.
- Payment links can show trials when trials are configured
- Promotion codes are supported at checkout
- If tax is enabled, Stripe calculates it during checkout automatically
- After successful checkout, customers are redirected back to the platform signup flow
Configure features and options
The Features and Options tab is where the commercial offer becomes real product access. This is where you decide which pages exist, which features are enabled, which ones are hidden, and which ones should act as upsell surfaces.
| Pattern | What it means |
|---|---|
| Enabled, Upgrade, Hidden | Three-state access control for major features |
| Visible, Hidden | Section-level visibility control |
| Numeric limits | Most limits use 0 as unlimited, except credits where 0 means no credits |
| Boolean toggle | Simple on or off switch |
What each feature sub-tab controls
- General covers locations, team members, monthly email and SMS credits, settings access, branding removal, platform mode, and API access
- Reviews covers the reviews page, AI responses, auto-respond, custom prompts, tagging, insights, imports, exports, reporting, and sentiment
- Campaigns covers campaign visibility, email and SMS access, own providers, BCC, MMS, video requests, WhatsApp, and trial-credit behavior
- Review Tools covers feedback forms, QR codes, NFC, AI Review Assistant, and negative feedback mode
- Social Proof covers widgets, SEO review snippets, social share, widget-type permissions, filters, and custom CSS
- Integrations covers allowed review sources, source limits, custom sources, and hiding unselected sources
Plan features list for the pricing page
Below the real feature controls there is a display-only plan features list. These are marketing bullet points shown on the customer-facing pricing page.
They do not enforce access by themselves. They are just presentation.
How customers sign up
There are two main signup paths. The recommended Stripe path is payment first. The simpler path is registration first, then payment later from inside the account.
| Signup path | Best for | What happens |
|---|---|---|
| Payment required first | Paid plans with a cleaner sales-to-checkout handoff | Customer pays through Stripe first, then completes registration with plan already attached |
| Free signup first | Free plans or softer onboarding flows | Customer registers first and is prompted to subscribe later if payment is required |
Stripe checkout variations
- Immediate payment: no trial, charge happens at checkout
- Free trial with card upfront: customer enters payment method, gets access immediately, and is charged after the trial
- Free plan: no Stripe checkout at all
Promotion codes and coupons
Discount handling lives in Stripe. Create the coupon and promotion code in Stripe, then let customers apply it during checkout or while changing subscriptions through the billing portal.
Automatic tax collection
If automatic tax is enabled in the Stripe Connect settings, Stripe calculates tax based on the customer location and your tax registrations in the Stripe Dashboard.
You still need to configure your origin address, tax registrations, and whether pricing is tax-inclusive or tax-exclusive inside Stripe itself.
Managing customer subscriptions
From the agency side, you can view plan status, switch plans, adjust credits, review balances, and override options per customer. From the customer side, the Stripe Billing Portal handles invoices, payment methods, billing history, and subscription cancellation.
Subscription lifecycle
- Trialing: customer has access, charges have not started yet, and credits may or may not be granted depending on the trial-credit setting
- Active: Stripe charges on schedule and credits renew each cycle
- Past due: payment failed and Stripe retry logic begins
- Cancelled or ended: grace period rules apply, renewal stops, and auto-downgrade can move the customer onto a free plan
Use the built-in pricing recommendation carefully
The plan editor can suggest a price based on country, sales model, niche, enabled features, and allowances. It is useful guidance, but it is still just guidance.
The real pricing decision still belongs to the agency.
A strong launch approach
Keep the first version of your plans simple. A clear baseline plan, a stronger growth plan, and an optional higher-touch plan are usually enough. Make the limits real, the billing path easy to understand, and the upgrade logic visible without feeling cluttered.