Understand plans and prices

You can add multiple prices to a single plan when each price gives access to the same benefits. This works well for billing options like monthly and yearly pricing, legacy pricing, or limited promotional pricing. Use separate plans when you want to offer different benefits. In this help doc, we’ll explain how plans and prices work, when to use multiple prices in one plan or separate plans, and what to know about switching within a plan.

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Understand plans and prices

Plans define the benefits a member gets. Prices define how a member pays for those benefits. Use multiple prices in one plan when all prices include the same benefits. Use separate plans when you want to offer different benefits. For example:

• One plan can include a monthly price and a yearly price for the same membership
• Separate plans, like Basic and Pro, can offer different benefits

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A simple rule

This keeps your plan setup simpler and makes switching behavior easier to manage.

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Switching within a plan

By default, members can move between prices in the same plan. To hide a price from members changing plans, toggle off Available for plan changes for that price. Use this when a plan includes multiple prices, but some of those prices should stay restricted. Common examples include:

• Letting members switch between monthly and yearly pricing
• Keeping a legacy price available only to existing subscribers
• Keeping a hidden trial price unavailable after sign-up
• Preventing members from switching into a limited promotional price

For legacy, hidden, or limited prices, also toggle off Available for purchase if you do not want new members to buy that price.

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Switching between plans

You can also control whether members can move from one plan to another. Use this when you offer multiple plans with different benefits and want to control which plan changes are allowed. For example, you might:

• Let members upgrade from a basic membership to a higher-access membership
• Keep a newsletter plan and a course plan separate
• Use separate plans when each level unlocks different benefits

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Learn more about plan changes

For step-by-step guidance on how members switch between plans and prices, see Plan changes. That doc explains how to:

• control switching between plans
• control switching to specific prices
• use groups to allow switching between only certain plans
• choose how upgrades are charged

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Need more help?

If your pricing setup includes legacy prices, hidden prices, or a combination of switching rules and you are not sure which structure to use, contact our team.