To achieve the case where you want your customers to renew their subscription at a different price follow these simple steps:
Enable Renew to Different Plan functionality from the Administration Settings
- Go to Administration Settings from your dashboard.
- Click ‘Preferences’ under Customization.
- With Preferences, click on the ‘Subscriptions’ tab.
- Scroll down to Renew Subscription To Different Plan, and select ‘Yes' from the dropdown menu to activate the renew to different plan functionality.
- Scroll down and click ‘Save Changes’. A green pop-up notification at the top right corner of the screen will indicate that the changes have been successfully saved.
Setup your Pricing Hierarchy
- Navigate to Products from the dashboard.
- On the page listing all your products, click ‘Create Product’.
- You may also click on an existing product and click on ‘Create Plan’ to create pricing plans for an existing product.
- After filling in the details of your product and plan, click ‘Save Plan’. A green pop-up notification at the top right corner of the screen will indicate that the changes have been successfully saved. To learn how to create a product and a plan in detail go to this guide.
- You will be redirected to the detailed view of the product. Scroll down to see all the plans linked to this product.
- With the Renew Subscription To Different Plan previously enabled, click the small ‘Edit’ button right next to (Renew to: N/A) next to the name of the trial plan.
- After clicking ‘Edit’, a pop up will appear. Select the plan you want the subscription to move to. Click ‘Save’ after entering the required information.
- Your customer’s subscription will automatically renew to the next plan that you selected in the previous step.
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