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Overview

Every business model needs a way to bill customers. With Subscription Plans, you can define flat monthly fees, one-time packages, or flexible pay-as-you-go models. But before you create any plan, you must connect your Stripe account.

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Steps

  1. Connect Your Stripe Account
    Go to the CMS and open the Subscription Plans section. If Stripe isn’t connected, you’ll see a “Stripe Not Connected” message. Click it and follow the on-screen steps. Once linked, the warning will disappear.
  2. Add Your First Plan
    Click Add New to open the plan form.
    • Plan Name: Use labels like Starter, Pro, or Growth.
    • Description: Be user-oriented: “Perfect for small teams who make a few calls every day.”
    • Status: Set to Active if you want it immediately visible.
  3. Choose the Right Billing Model
    Select one of three:
    • Monthly Subscription: Predictable revenue. Ex: $39/mo for 50 minutes.
    • One Time Purchase: No commitment. Ex: $20 for 100 minutes.
    • Pay As You Go: Usage-based. Ex: $0.10 per minute.
  4. Define the Details
    • Available Minutes: Included in the plan.
    • Rate Per Minute: Required for pay-as-you-go.
    • Monthly Price: For recurring subscriptions.
    • Features: List benefits. Ex:
      • 100 minutes/month
      • Choose from 5 standard voices
      • Priority email support
  5. See It Live
    Once saved, plans appear in-app. Customers can select and pay via Stripe.

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Tips & Notes

  • Activate your plan or it won’t appear.
  • Avoid vague names/descriptions.
  • Start with 2–3 clear options.
  • Test as a real user before going live.

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Troubleshooting

Symptom: Plan doesn’t show up in app
Cause: Status is set to Inactive
Solution: Edit and activate the plan. Symptom: Stripe connection fails
Cause: Incomplete OAuth process
Solution: Go back to the CMS and re-initiate Stripe connection.