Add-ons modify subscription pricing without changing the base plan. They come in two types — discounts and surcharges — and are managed under Settings → Finance & usage → Plan add-ons. Once you have saved an add-on, you make it available to a plan by linking it (either here or in the plan's Plan Add-ons section — see Subscription plans — categories & fees).
Access
The Plan add-ons section appears under Settings → Finance & usage once Manage Financial Plans (under Finance Management) is enabled on the user's User Group.
Discounts
Create a discount
- Select Add item.
- Choose Discount.
- Configure:
- Plan Option Name
- Interval
- Add-on type — Discount (Fixed Amount) or Discount (Percentage)
- Total units per interval and Total units override — leave blank for the default
- Plan Option Method — Apply on all fee payments, or Apply on renewals only
- Proration — Inherit subscription proration, or Ignore proration (see How add-ons relate to plans & subscriptions below)
- Add-on amount
- Restrict how many times this option can be applied per subscription — turn on and set the Limit
- Applicable Plans (under Link Plans To This Add-on) — which plans the discount is available to
- Save.
Restrict usage
Restricting usage is used for limited-time discounts — for example a 3-month onboarding discount or a 12-interval promotional rate. Once the limit is reached, the discount is automatically removed from the subscription.
Surcharges
Create a surcharge
- Select Add item.
- Choose Surcharge.
- Configure:
- Plan Option Name
- Interval
- Add-on type — Surcharge
- Total units per interval and Total units override — leave blank for the default
- Plan Option Method — Apply on all fee payments, or Apply on renewals only
- Proration — for a one-off fee such as a joining fee, choose Ignore proration so the full amount is charged
- Add-on amount
- Restrict how many times this option can be applied per subscription — turn on and set the Limit
- Applicable Plans (under Link Plans To This Add-on)
- Save.
Common use case: joining fees
To create a one-off joining fee:
- Set the Add-on amount.
- Set Proration to Ignore proration, so the fee is charged in full even when the member's first subscription period is charged pro-rata.
- Turn on the usage restriction and set the Limit to 1.
The surcharge is then automatically removed after the first charge.
How add-ons relate to plans & subscriptions
- An add-on must be created and saved before it can be linked to a plan. Add-ons have no draft, live or archived state.
- Linking a plan here makes the add-on selectable when a subscription is created (see Subscriptions — creating & configuring).
- Add-ons modify pricing without altering the base plan or its fees.
- Each add-on has its own Proration setting, which decides what happens when the subscription's fee is charged pro-rata (for example a member joining part-way through a period). Inherit subscription proration, the default for existing and new add-ons, reduces the add-on in the same proportion as the base fee, so a part-period subscription gets a part-period discount or surcharge; use it for ongoing add-ons. Ignore proration applies the full add-on amount to partial intervals regardless of how the fee is reduced pro-rata; use it for one-off fees such as a joining fee. Proration only happens where the plan's fee has a Pro-rate interval set, which is only offered on Common plans whose Renewal type is Default; Anniversary plan fees (including Fixed Rounded and Rolling Rounded) have no pro-rate setting, so neither the fee nor its add-ons are reduced pro-rata whichever option is chosen. See Subscription plans — categories & fees for where the Pro-rate interval is set.
- Restricted add-ons (limited discounts, joining-fee surcharges) drop off automatically once their usage limit is reached.
FAQs
What's the difference between a discount and a surcharge? A discount reduces the charge (fixed or percentage); a surcharge adds to it (for example a joining fee).
How do I make a one-off joining fee? Create a surcharge and set its usage Limit to 1, so it is removed after the first charge.
Why isn't my add-on showing on a plan? The plan must be linked to the add-on. Check the link in either the add-on or the plan's add-ons section.
Why was a joining fee reduced for a new member? The surcharge is set to Inherit subscription proration, so it was reduced pro-rata along with the member's first period. Edit the add-on and set Proration to Ignore proration.
How do I run a limited-time discount? Set the discount, turn on the usage restriction and set a Limit (for example 3 or 12 intervals); it is removed automatically once the limit is reached.