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Use the Subscription Plans screen to create and manage your company’s subscription plans. You can also turn on subscription bundling for your whole company here.

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Where to find it

In the admin, click the Settings gear in the top bar. In the Settings sidebar, under Commerce, select Subscription Plans.
To open this screen, your role needs View only or Full access for Subscription Plans. To create, edit or delete plans, or change their status, it needs Full access. On the Roles screen, Subscription Plans is in the Commerce card. Open the card and set access from the Subscription Plans area’s menu, not the card’s.

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What’s on the screen

The New Subscription Plan button is at the top of the page. Further down are the Bundle subscriptions automatically card and then the list of plans.

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Bundle subscriptions automatically

This switch applies to your whole company. When it’s on, Fluid combines a customer’s subscriptions that bill on the same date and ship to the same address into one order. Clicking the switch saves the setting right away. To change it, your role needs Full access for both Subscription Plans and Companies. On the Roles screen, Companies is in the Settings card; set it from the Companies area’s menu, not the card’s. If a Failed to update bundle subscriptions setting message appears and the switch turns back, check your role’s access to Companies.

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Plans list

  • The All, Active and Inactive tabs filter the list by status.
  • Use the search box to find a plan by name.
The list has these columns:
  • Plan Name: the plan’s name. Your company’s default plan has a Company Default badge.
  • Billing Frequency: how often the plan bills, for example 1 Month or 3 Months.
  • Discount: the plan’s percentage discount, such as 10%, or Per Variant when the plan’s pricing is defined on each product.
  • Associated Products: how many products the plan is linked to. The count includes products where you’ve turned the plan off in the product’s Manage Subscription Plans panel.
  • Subscribers: how many subscriptions use the plan. The count includes cancelled subscriptions.
  • Status: Active or Inactive.
Click a plan to open it. Each row’s actions menu has Delete and Toggle Status. The table header has the same menu for the rows you select, labeled with the count, such as Delete 3 rows.

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Plan page

The plan page opens when you click New Subscription Plan or a plan in the list. A new plan’s page is titled New Subscription Plan. A saved plan’s page shows the plan’s name. Badges next to the title show:
  • Active or Inactive, matching the Status field.
  • Company Default, when the Company Default switch is on.
  • Unsaved Changes, when you’ve changed something you haven’t saved.
On a new plan, Create is at the top of the page. On a saved plan, Delete and Save Changes are there instead. Save Changes reads Saved when there’s nothing to save. The main card holds the plan’s schedule and pricing:
  • Subscription Plan Name: required.
  • Billing Interval: how often the subscription is billed. Choose a number, Every 29 or less, and a unit (Day, Week, Month or Year). A new plan starts at 1 month.
  • Fulfillment Frequency: how often the products in the subscription are shipped. It has the same choices as Billing Interval and also starts at 1 month.
  • Volume Frequency: how often the products’ volume credit (CV/QV) for commissions is assigned. It has the same choices and also starts at 1 month.
  • Pricing Strategy: how the discount is calculated.
    • Percent Off applies one percentage to all variants. Enter the percentage, from 0 to 100, in the field next to it. A new plan starts at Percent Off with no discount.
    • Defined on product uses each variant’s own subscription price, which you set in the product details. The percentage field is grayed out.
  • Show Savings As: how the savings appear to customers on shop pages, product detail, cart and checkout. Choose Percent off (Save 10%) or Dollar amount (Save $5.00). A new plan starts at Percent off (Save 10%).
  • Apply Discount To Volume: a switch, off by default. When it’s on, Fluid reduces each subscribed line’s CV/QV by the same percentage as the plan’s price discount. Existing subscriptions pick up the change on their next renewal. Past orders don’t change.
The cards on the right:
  • Status: Active or Inactive. A new plan starts as Active.
  • Company Default: a switch that sets this plan as the default subscription plan for your company. Only an active plan can be the default.
  • Allow Skips: a switch, off by default. When it’s on, choose Max Skips Allowed, from 1 to 10.
  • Max Billing Cycles: a switch, off by default, that sets a maximum number of billing cycles for the plan. When it’s on, choose the number of cycles, from 1 to 100.
  • Stats: the plan’s Subscribers and Associated Products counts. They’re counted the same way as the matching columns in the plans list.

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Tasks

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Create a plan

1

Start a new plan

On the Subscription Plans screen, click New Subscription Plan.
2

Name the plan

Enter a Subscription Plan Name.
3

Set the schedule

Choose the Billing Interval, Fulfillment Frequency and Volume Frequency.
4

Set the pricing

Choose a Pricing Strategy. For Percent Off, enter the percentage. Then choose how to Show Savings As, and turn on Apply Discount To Volume if you want it.
5

Set status, default and limits

Set the Status. Turn on Company Default, Allow Skips or Max Billing Cycles if you need them. For each of Allow Skips and Max Billing Cycles that you turn on, choose a number.
6

Create the plan

Click Create. A confirmation message appears and you return to the plans list.
To offer the plan on a product, associate it from the product’s page. See How do I offer a plan on a product?.

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Edit a plan

1

Open the plan

In the plans list, click the plan.
2

Make your changes

Change the fields you need. The Unsaved Changes badge appears.
3

Save

Click Save Changes. You stay on the plan’s page, and the button changes to Saved.
Once a plan has subscriptions that aren’t cancelled, you can change only Company Default, Show Savings As, Allow Skips, Max Skips Allowed and Apply Discount To Volume. You can also raise Max Billing Cycles or turn it off. If you change only other fields, or lower Max Billing Cycles or turn it on, an error message appears and nothing is saved. Changes to other fields aren’t saved, even when the save succeeds, so reload the plan to check what was saved.

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Activate or deactivate plans

1

Open the actions menu

In the plans list, open a plan’s actions menu. To change several plans, select their rows and open the actions menu in the table header.
2

Choose Toggle Status

Choose Toggle Status. Each plan switches to the opposite status.
You can also open a plan, change its Status, and click Save Changes. Some plans can’t be deactivated. See Why can’t I delete or deactivate a plan?.

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Make a plan the company default

1

Open the plan

In the plans list, click the plan you want as the default. It must be Active. If it’s Inactive, activate it first. See Activate or deactivate plans.
2

Turn on Company Default

Turn on the Company Default switch.
3

Save

Click Save Changes. This plan becomes the company default, and the plan that was the default before no longer is.

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Delete a plan

1

Choose Delete

In the plans list, choose Delete from the plan’s actions menu.
2

Confirm

In the Delete Subscription Plan? dialog, click Delete Subscription Plan.
To delete several plans, select their rows and choose Delete from the table header’s menu. You can also open a plan and click Delete at the top of the page.
Deleting a plan can’t be undone. Some plans can’t be deleted. See Why can’t I delete or deactivate a plan?.

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FAQ

You can’t delete or deactivate the company default plan. To move the default to another plan, see Make a plan the company default.You’ll see this in two places:
  • In the plans list, an error message asks you to set another plan as the company default first.
  • On the default plan’s page, Delete, Status and the Company Default switch are grayed out.
You can’t delete a plan that has subscriptions, including cancelled ones. You also can’t delete a plan that an enrollment uses as its subscription plan. If you try, an error message appears.You can’t change a plan’s status while it has subscriptions that aren’t cancelled. For such a plan, Toggle Status shows an error message.When you select several plans and use the table header’s menu: if the selection includes the company default plan, an error message appears and none of them change. Otherwise, the action applies to every plan it can. Each plan it can’t change or delete shows its own error message.
The Pricing Strategy is Defined on product. With that strategy, the plan uses each variant’s own subscription price, which you set in the product details. Choose Percent Off to enter a percentage.
You associate plans with products from each product’s page, not from this screen. Open the product, and on its Subscription Plans card click Manage Subscription Plans. Turn on the plans you want, click Done, then click Save on the product page.For a bundle, turn on the Subscription Plans switch on the bundle’s page first. Then click Manage Subscription Plans, or click a plan in the list if the bundle already has plans, and continue as above.
Check that Subscription Plan Name isn’t empty. If Allow Skips or Max Billing Cycles is on, choose a number for it. A plan with Company Default turned on must also be Active.Billing Interval, Fulfillment Frequency and Volume Frequency can each be at most Every 29.If the plan has subscriptions that aren’t cancelled, you can change only some fields. See Edit a plan.
Your role can view subscription plans but doesn’t have Full access for Subscription Plans. Without it, plans also don’t open when you click them. Ask an admin who manages roles to update your role. See Roles.