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How to create a Subscription Plan in Recurpay

Step-by-step guide to set up your first subscription plan

Updated today

Once you’ve installed Recurpay, we automatically create plans for you as per your industry. You can also create more plans.

Subscription plans define what products customers can subscribe to, how often they’ll be charged, and what kind of discounts or benefits they’ll get for subscribing.

Let’s walk through how to create one


Step 1 : Go to Subscription Plans

From your Recurpay dashboard, click on "Plans → Add Plan".
You’ll land on the plan setup screen where you can define everything about your subscription.


Step 2 : Choose your Subscription Type

Recurpay offers two main types of subscriptions:

Ongoing (Regular) Subscription

Customers are billed automatically on a recurring basis (for example, every 7 days, 30 days, or 3 months) until they cancel.


Prepaid Subscription

Customers pay upfront for a fixed number of deliveries (for example, 3-month or 6-month prepaid plan).

They’ll receive orders automatically for the prepaid duration and won’t be charged again until renewal.

Learn more about these types here.


Set your Delivery and Billing Frequency

Decide how often you’ll charge and ship orders.
For example:

  • Deliver every 1 month, bill every 1 month

  • Or deliver every 2 weeks, bill every month

This is where you control how your recurring cycle works for your customers.


Step 3 : Add your Plan Details

Give your plan a name and a short description, customers will see this on your product page.

Example:

Name: “3 month Coffee Subscription”
Description:

“Get additional 5% discount

Skip, edit, or cancel anytime

You will receive an order in every 1 Month”


Step 4 : Choose Products

Click Add Products and select the items that should be available on this plan.
You can add one or multiple products depending on how you want to bundle your subscriptions.

You can choose to offer the subscription on complete product or on variant level as well.


Step 6 : Add Discounts (optional)

Offer special pricing for subscribers, for example, 10 % off for subscription orders. This helps you grab more customers.


Step 7 : Auto-Cancel & Renewal Settings

To set the auto-cancellation, navigate to the plans > Choose the plan you want to set the auto-cancellation for > Scroll down to "Auto cancel subscription".


Step 8 : Offer Free Shipping (optional)

Reward subscribers with free shipping on recurring orders, a simple incentive that improves conversions. This will override the shipping you have configured on Shopify.


Step 9 : Review and Save Plan

Double-check everything - delivery schedule, products, pricing, and discounts.
Once done, click Update Plan.

Your plan is now live and ready for customers to subscribe.


After saving the plan, make sure your subscription widget is enabled on your product pages so customers can actually see and subscribe.
Follow this guide → Enable the Subscription Widget on Product Pages.

If you face any issues during installation, reach out to our team at help@recurpay.com or click the Instant Call button on your dashboard for real-time assistance. You can also start a live chat anytime we are available 24*7.

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