Manage Plans
What is this?
The Plan creation form and each plan's detail/settings page.
Why use it?
Plans define reusable pricing that Subscriptions are built from.
How to use it
- From Plan List, click Add Plan.
- Enter a Plan Name and Button Text, then choose a Plan Type: One Time, Recurring, or Free.
- Choosing Free shows a confirmation note: "No price is charged at checkout. The customer's invoice will show USD 0.00 and no payment method is required." — confirmed accurate in this audit.
- Optionally add feature-item categories and internal/client notes.
- Click Create Plan.
Fields and options
| Field/Option | What it does | Example | Important notes |
|---|---|---|---|
| Plan Type | One Time / Recurring / Free | Free | — |
| Plan Settings (on the detail page) | Toggles: Hidden from client, Auto-renewal, Requires business email, Allow upgrade/downgrade/cancellation, Allow refund | — | Confirmed defect: none of these toggles responded to clicks during this audit (tested twice, with a page reload in between). They currently cannot be changed from the plan detail screen. Contact your administrator/engineering team if you need one of these settings changed. |
What happens after saving?
The new plan appears immediately in Plan List with correct type/status. Whether editing a plan's settings later affects existing subscriptions vs. only new ones could not be confirmed in this audit, since the settings toggles needed to test that are not currently functional.
Common problems
Problem: I toggled "Hidden from client" (or another Plan Setting) and it looks like it worked, but the plan is still visible / the setting reverted.
Why it happens: Confirmed defect — these toggle controls do not currently save any change, and were found in this audit to not even be implemented as real interactive controls in the page's underlying code.
How to fix: Do not rely on these toggles until this is fixed; verify plan visibility another way (e.g., checking your public pricing page directly) if it matters for your workflow.