Create plans

Once you’ve got a plan strategy along with a plan feature list, prices, and details, you’re ready to create plans them in Kinde.

Remember you can create one charge or feature that can be used and redefined across all plans. E.g. You can have one ‘Base price’ charge that is defined as 0.00 in a free plan, 10.00 in a Plus plan, and 25.00 in a Pro plan.

Add a plan

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1. Go to Billing > Plans.

2. If this is the first plan, select Add plan on the empty page.

3. If you already have plans, select Add plan under the group you want to add to. The Add plan window opens.

   

   All plans must belong to a plan group, even if it’s just the default group. When you create your first plan, it will be automatically created in a group, which you can then re-label and manage. A plan group can only contain either user plans or organization plans. When you create your first plan we automatically create a group based on the customer type.

4. Give the plan a Name (e.g. Free), a Description, and a Key for referencing the plan in your code. This is the name that will also appear in the pricing table (if you use one).

5. Select the Group the plan belongs to (only if you have multiple plan groups). Otherwise the plan is added to the default group.

6. Select Save draft.

Add a subscription fee or fixed charge to a plan

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A fixed charge is a recurring monthly charge such as base price or subscription fee.

You need to create a $0.00 charge for Free plans. This ensures the plan is added to Stripe, and is included on the pricing table.

1. Select Add charge.

   1. If the charge exists, select Use existing feature then select it from the list.

      You only need to create a new charge if the item is unique. For re-usable items such as ‘Base price’, select the existing charge but change the line item description and price for each plan.

   2. If this is a new charge, give the charge a name, e.g. Base subscription fee. If you plan to use this charge for other plans, make the name generic.

2. Add a Line item description. This appears on the customer invoice, so might be more specific than the name, e.g. Base subscription - Pro plan.
3. Set the price. (You may be asked to set a default currency if you haven’t already).
4. Select Save.
5. Select Save draft.
6. Repeat from step 1 for each fixed charge you want to add, or start adding features.

Add features (entitlements) to a plan

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Features describe the individual functions or entitlements that users get with their plan. These can be metered (chargeable) or unmetered (included).

1. Select Add feature.

   

2. To add a new feature, select New unmetered or New metered, then select Next. The Add feature window opens.

3. Enter a Feature name. Be sure to use something generic if you plan to use this feature again, e.g. Included seats.

4. Enter a Description.

5. Enter a Key for referencing the feature.

6. If you selected a unmetered feature, select Save. You’re done. Repeat from step 1 to add more features.

7. If you selected a metered feature, complete the rest of the details:

   

8. Enter the Maximum units allowed on the plan. Leave blank if there is no limit.

9. Enter the Unit measurement name, e.g. license, MAU

10. If the item is separately chargeable, select a Pricing model.

    

11. Add a Line item description. This appears on the customer invoice, so might be more specific than the name, e.g. Additional licenses for Pro (5).

12. For a flat unit price, enter the price and select Save. You’re finished.

13. For tiered pricing, select Tiered - Graduated and define each tier with unit numbers and add the price per unit.

14. Select Add tier to add a different price for higher unit tiers. For example, a unit might be $10 each if you use 1-10, but is $9 per unit if you use 11 or more.

    Ensure the tiered units amounts don’t overlap. E.g. make sure they follow a pattern like 1-10, 11-20, 21-30, etc. If you want to make it so an upper limit is limitless, E.g. 1-10, 11-(blank/limitless); use 1-10, 11-1,000,000 (or a very high number). Graduated unit fields can’t be left blank.

15. Select Save.

16. In the Plan window, select Save to commit your changes.

17. Repeat for each feature you want to add to the plan. Then repeat this procedure for each plan.

Next: Step 5 Publish plans