# Plans

> A plan is a subscription tier. It groups billing options (Monthly, Annual), says what the member gets, unlocks spaces, takes add-ons, and has its own address to share.

A **plan** is a subscription tier: Starter, Growth, Business; Silver, Gold, Platinum; Student, Student + Mentoring. It groups the [billing options](/monetizacao/opcoes-de-cobranca) (the ways to pay, such as Monthly and Annual), says what the member gets, and is what unlocks the spaces for paying members.

<div class="flow">
<div class="flow-row"><span class="flow-node">Monthly option</span><span class="flow-node">Annual option</span><span class="flow-arrow">→</span><span class="flow-node">Plan</span><span class="flow-arrow">→</span><span class="flow-node">Add-ons</span><span class="flow-arrow">→</span><span class="flow-node">Unlocked spaces</span></div>
</div>

## What it's for

| Community | Plans | What each one unlocks |
|---|---|---|
| Online school | **Student** (R$ 49/month) and **Student + Mentoring** (R$ 149/month) | Student: courses. Mentoring: courses and the mentoring room |
| Coworking space | **Flex** (R$ 290/month) and **Resident** (R$ 890/month, 12-month contract) | Flex: calendar and announcements. Resident: everything, plus the residents' board |
| SaaS platform (Memberfy's own catalog) | **Starter, Growth, Business, Scale**, each Monthly and Annual | The size of the community |

The plan is not the price: the price lives in the billing options. That lets you sell the same plan in several ways (monthly with no contract, monthly with a contract, annual in 12 installments) without duplicating what it delivers.

You can set up the plans, options, add-ons and downsell **before** the [Business Information](/pagamentos/informacao-comercial#before-approval-everything-as-a-draft) is approved: the options start as **Draft**. The plan only shows up on the pricing page once it has an **Active** option, and setting an option to **Active** requires approval.

## How it works

### What a plan has

| Field | What it's for |
|---|---|
| **Icon** | An emoji shown on the plan's card |
| **Plan Name** \* | E.g. *Growth* |
| **Description** \* | What the member gets at this tier. Shown on the pricing page |
| **Address** | The plan's direct link: `/pricing/<address>`. Left blank, it's created from the name. Lowercase letters, numbers and hyphens |
| **Color** | The card's color |
| **Benefits** | A list, one per line. A new line appears on its own |
| **Currency** | All the plan's options use the same currency. It can't change once the plan has options |
| **Billing options** | The ways to pay that are part of the plan |
| **Add-ons (upsell)** | Products that can be added to the plan. See [Add-ons](/monetizacao/adicionais) |

### Rules

- **A billing option belongs to only one plan.** Options that are already part of another plan, and add-ons, don't show up in the list to tick.
- **The billing option comes first.** The plan only lists what already exists; with no options, you see *"No billing options available"*.
- **A plan only truly goes away with no subscribers.** A plan with options attached or active subscriptions can't be deleted: *"Remove all billing options and wait for active subscriptions to end before deleting this plan."*
- **The name is unique** within the community (*"A subscription group with this name already exists"*), and so is the address (*"A plan with this address already exists in this community"*).

### Who can

Create, edit and delete plans: **owner** and **admin**. **Finance** sees the plans and the subscribers.

## Step by step: create a plan

*Role: owner or admin.*

1. First create the plan's billing options (e.g. *Growth · Monthly* at R$ 129 and *Growth · Annual* at R$ 1,188). See [Billing options](/monetizacao/opcoes-de-cobranca).
2. Open **Monetization › Plans** and click **Create Plan**.
3. Choose the **Icon** and write the **Plan Name** and the **Description**.
4. If you want, set the **Address** (e.g. `growth`). The direct link becomes `your-address/pricing/growth`.
5. Choose the **Color** and write the **Benefits**, one per line.
6. Under **Select billing options**, tick the ones that are part of the plan.
7. Under **Add-ons (upsell)**, tick the products that can be added to the plan, if any.
8. Click **Create**.

![Create Plan, with the list of add-ons](/screens/plano-novo.png "Create Plan: icon, name, description, address, color, benefits, billing options and add-ons (interface in Portuguese).")

The **Plans** table shows each plan with its options' prices, its status, and how many subscribers it has.

![The Plans tab](/screens/planos.png "Each plan shows the prices of its billing options.")

## Step by step: unlock spaces for the plan

*Role: owner or admin.*

You have two ways:

| Space visibility | Who gets in |
|---|---|
| **Subscribers** | Anyone subscribed to **any** plan |
| **Private**, with the plan under **Who gets in › Plans** | Only those subscribed to **that** plan |

1. In the menu, open **Space options › Edit space**.
2. Choose **Private** and, under **Who gets in**, **Add a plan**.
3. Save.

To unlock a whole section, do the same on the section. See [Visibility and access](/conceitos/visibilidade-e-acesso).

## What the subscriber sees

1. They open the pricing page, `/pricing`, and see one card per plan: name, description and "From" the lowest monthly price.
2. They choose the plan. **Choose a billing option** appears, with the **Monthly | Annual** toggle when there are both. On annual, the screen works out the savings on its own (e.g. *Save 23%*, when the R$ 1,188 annual equals R$ 99 a month against R$ 129 for monthly).
3. If the plan has add-ons, **Add-ons for this plan** appears, to tick.
4. Under **Payment Details**, they choose PIX, card or boleto and pay. See [Checkout](/pagamentos/checkout).

![The pricing page with the plan chosen](/screens/pricing-plano-anual.png "Growth Annual: in up to 12 card installments, with the plan's add-ons.")

Anyone arriving through the direct link (`/pricing/growth`) lands on the chosen plan.

## Examples with numbers

The platform fee is 6.99% + R$ 2.49 per charge. See [Platform fee](/pagamentos/taxa-da-plataforma).

**Growth Monthly, R$ 129.** Each month: a fee of R$ 9.02 + R$ 2.49 = R$ 11.51. The community keeps **R$ 117.49** a month.

**Growth Annual, R$ 1,188 in up to 12 card installments.** One charge a year: a fee of R$ 83.04 + R$ 2.49 = R$ 85.53. The community keeps **R$ 1,102.47** for the year, the equivalent of R$ 91.87 a month. Compared with 12 monthly payments (12 × R$ 117.49 = R$ 1,409.88), the community receives less on annual, but it gets the whole year at once and loses no one mid-year.

**100 Growth Monthly subscribers.** R$ 12,900 a month in sales; R$ 1,151 in fees; **R$ 11,749** net.

## How to build a ladder of plans

A good ladder has few rungs, and each one answers "what do I get on top?".

1. **Start with two or three plans.** More than that makes the choice confusing.
2. **Differentiate by what people get, not just by price.** The higher plan unlocks one more space, a mentoring session, an exclusive event.
3. **Use the same ways to pay on all of them.** If one plan has Monthly and Annual, the others should too, so the pricing page's **Monthly | Annual** toggle works the same way for all of them.
4. **Make annual worth it.** The page works out the savings on its own; 15% to 25% is typical.
5. **Make extras add-ons**, not new plans: someone who wants coworking doesn't need a "Growth with coworking" plan.

## Copy the plan's link

*Role: owner or admin.*

In **Monetization › Plans**, in the plan's actions menu, **Copy link** copies the address of the pricing page with the plan already chosen, `https://<community address>/pricing/<plan address>`, and shows *"Link copied"*. It's the link to put on your website, in an email or on WhatsApp.

- Only an **active** plan has a link: on an inactive plan, the item is disabled with *"Activate the plan to share it"*.
- If the browser won't let it copy automatically, *"Copy the link"* appears with the address selected so you can copy it by hand.

The link to a specific billing option, such as annual only, is in [Billing options](/monetizacao/opcoes-de-cobranca#copy-the-billing-option-link).

## Edit, deactivate and delete

- **Edit**: in the table, open the row's menu (⋮) and choose **Edit**. Changes to the name, description and benefits apply to everyone right away.
- **Deactivate**: the plan leaves the pricing page; existing subscribers keep their subscription.
- **Delete**: only with no options attached and no active subscriptions.

## Common errors and how to fix them

| Message or situation | What to do |
|---|---|
| *No billing options available* | Create the options under **Monetization › Options**. Those already in another plan don't show up |
| *A subscription group with this name already exists* | Use another name |
| *A plan with this address already exists in this community* | Choose another address |
| *The plan address must use only lowercase letters, numbers and single hyphens, up to 60 characters* | Fix the address |
| *The currency cannot be changed because this plan has billing options attached* | Create another plan for the other currency |
| *This plan cannot be deleted because it has billing options attached or active subscriptions.* | Deactivate the plan |
| The plan doesn't show up on `/pricing` | Check that it has at least one **Active** option |

## Frequently asked questions

**Can I have a free plan?**
There's no zero-price option. For free content, use spaces with **Members** visibility.

**Can I offer a free trial?**
Yes, on the billing option: **Free Trial?** from 1 to 30 days. See [Billing options](/monetizacao/opcoes-de-cobranca).

**Can a subscriber switch plans?**
Yes, on their own, under **Billing › Change plan**: to a more expensive option, right away, paying the prorated difference; to a cheaper one or another billing interval, at the end of the period already paid. The team doesn't change anyone's plan. See [Change plan](/pagamentos/faturamento-do-membro#change-plan).

**Does changing the price affect existing subscribers?**
The price lives in the billing option. Existing subscribers stay at their subscription's amount; new subscribers pay the new one.

**What's the difference between a plan and a product?**
A plan is recurring (billing options that repeat); a product is sold once. See [Products](/monetizacao/produtos).

## In the API

In the API, a plan is a *subscription group*: `POST /api/subscription-groups` with `name`, `description`, `productIds` (the billing options), `addOnProductIds` and `slug`; `PUT .../subscription-groups/{id}`; `PATCH .../subscription-groups/reorder`. See [Subscriptions](/api/referencia/subscriptions) and the [Creation order](/api/ordem-de-criacao).

## Related

- [Billing options](/monetizacao/opcoes-de-cobranca)
- [Add-ons](/monetizacao/adicionais)
- [Visibility and access](/conceitos/visibilidade-e-acesso)
- [Checkout](/pagamentos/checkout)