Subscription Plans

With Paid Member Subscriptions it’s fairly easy to create Tiered (Hierarchical) Subscription Plans for your users.

Tiered Subscription Plans

With PMS you can create a tiered subscription structure that allows your members to easily upgrade to a higher plan if needed.

You can create a Subscription Plan if you go to Paid Member Subscriptions -> Subscription Plans.

This is how the Subscription Plans created with Paid Member Subscriptions look like in the Registration Form.

Multiple Tiered Subscription Plans

In order to setup multiple subscription level groups and to allow members to sign up for more than one subscription plan (one per group) you will need to use the Multiple Subscriptions per User add-on (docs).

After you install and activate the Multiple Subscriptions per User add-on you will be able to setup different subscription level groups.

At Registration users will be able to select and purchase only 1 Subscription Plan from a specific Group of Subscription Plans. In our case they can purchase a Subscription Plan from the Psychics Group of from the Math group.

After Registration, logged in users, will be able to purchase another Subscription Plan from the other group if they go to the page with the [pms-register] shortcode.

In our case, at Registration, we Subscribed to the “Math Course Free” plan and now we want to purchase the “Physics Course Silver” plan.

Add New Subscription Plan

To add a new Subscription Plan go to Paid Member Subscriptions -> Subscription Plans -> Click on the Add New button.

If this is your first Subscription Plan it will be considered the Main Subscription Plan (Parent Subscription Plan). All other Subscription Plans that you will create will be Upgrades or Downgrades of this Main Plan (Parent Subscription Plan).

Adding a new Subscription Plan gives you access to the following options to set up:

• Subscription Name – The name of the Subscription Plan that will be displayed in backend and also in Front End
• Description – A description for the Subscription Plan. This will be displayed on the Registration Form
• Duration – The number of days, weeks, months or years the Subscription Plan will be valid. Leave 0 for unlimited. Recurring Plans on some payment gateways can have a maximum duration of 1 year
• Price – Amount you want to charge users who subscribe to this plan. Leave 0 if you want this plan to be free. The currency is setup in Paid Member Subscriptions -> Settings -> Payments
• Status – Active / Inactive. Only active subscription plans will be displayed to the user
• User Role – Select which user role to associate with this subscription plan. The recommendation is to create a new user role based on the subscription name, however, you can also chose from existing user roles from your WordPress installation

Sign-up Fee

Starting with Paid Member Subscriptions Pro v1.5.0 you can setup Sign-up Fees for your Subscription Plans. The Sign-up Fee represents the amount that you can charge people upfront when subscribing to a Subscription Plan.

This functionality is available if you use the following payment gateways:

To setup the Sign-up Fee option install and activate the appropriate add-on, enable Reference Transactions option if you are using PayPal Pro and Express checkout add-on, and go to Paid Member Subscriptions -> Subscription Plans -> Edit your Subscription plan -> Setup Sign-up Fee.

Based on the example above users will need to pay $70 for the Gold plan and also the $10 Sign-up Fee. Users will pay the Sign-Up Fee only once.

Free Trial

Starting with Paid Member Subscriptions Pro v1.5.0 you can setup Free Trials for your Subscription Plans. The Free Trial represents the amount of time before charging the first Recurring Payment. The Sign-up Fee applies regardless of the Free Trial.

This functionality is available if you use the following payment gateways:

To setup the Free Trial option, install and activate the appropriate add-on, and go to Paid Member Subscriptions -> Subscription Plans -> Edit your Subscription plan -> Setup Free Trial.

Based on the example above users will receive a 1 Month Free Trial if they purchase the Silver Plan. After the expiration of the Subscription Plan users will be able to renew manually the plan from their Account.

If you setup the Renewal option to “Always renew automatically” the Subscription Plan will renew automatically.

Renewal option

Starting with Paid Member Subscriptions Pro v1.5.0 you can choose if a plan should be recurring or not. To enable this functionality you will need to use one of the following payment gateways:

To setup the Renewal option, install and activate the appropriate add-on, and go to Paid Member Subscriptions -> Subscription Plans -> Edit your Subscription plan -> Setup Renewal.

We can setup the Renewal option to:

• Settings Default – It will use the option setup in Paid Member Subscription -> Settings -> Payments -> Renewal
• Customer opts in for automatic renewal – Lets the customer to decide if the subscription is recurring or not
• Always renew automatically – The subscription is set to be recurring
• Never renew automatically – The subscription is set to be a one time subscription no matter what settings is set in Paid Member Subscription -> Settings -> Payments -> Renewal option

If the Renewal option is set to “Customer opts in for automatic renewal” users will be able to choose if the subscription is recurring by checking the “Automatically renew subscription” checkbox displayed in the Registration form.

Add Upgrade / Downgrade Subscription Plan

All the Upgrade / Downgrade Subscription Plans are assigned to the Parent Subscription Plan. In our case we created the Silver Subscription Plan.

To create an Upgrade Subscription Plan we will need to click on the Add Upgrade link, displayed when hovering the cursor over the Subscription Plan, or by editing the main plan and clicking on the Add Upgrade button. In our case we created a Gold Subscription Plan.

By creating the Gold Subscription Plan we changed the position of the main plan (Parent Subscription Plan), in our case the Silver Plan, and the new Upgrade Subscription Plan becomes the main plan (Parent Subscription Plan).

To create a Downgrade Subscription Plan we will need to click on the Add Downgrade link, displayed when hovering the cursor over the Subscription Plan, or by editing the main plan (Parent Subscription Plan) and clicking on the Add Downgrade button. In our case we created a Free Subscription Plan.

Manage Subscription Plans

In the Subscription Plans interface we can re-position our plans, delete them, bulk deactivate/active plans, filter Subscription Plans, search based on Subscription Plan Name or change the number of Subscription Plans displayed per page.

Re-position Subscription Plan

In order to re-position a Subscription Plan hover the cursor over the Subscription Plan and click on the Up / Down arrow.

Delete Subscription Plan

In order to delete a Subscription Plan hover the cursor over the Subscription Plan and click on the Delete link.

Bulk Deactivate/Active Subscription Plans

In order to bulk deactivate/activate Subscription Plans check the Subscription Plans and click on the Bulk Actions option.

Filter Subscription Plans based on date

In order to filter Subscription Plans based on date click on the All Dates option, select a date, and click on Filter.

Search based on Subscription Plan Name

In order to search a Subscription Plan based on name add the name in the Search Subscription Plan box and click on the button.

Change the number of Subscription Plans displayed per page

In order to change the number of Subscription Plans displayed per page click on Screen Options -> Set the value and click on Apply.

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