Subscription Plans

To create a new subscription within CRM for business, you must first establish subscription plans in your Stripe dashboard. These plans or packages are referred to as “Products” within the Stripe dashboard.

The following steps guide you on how to create new products/plans:

  1. Inside your Stripe dashboard, navigate to the “Products” section.
  2. Click on “Add Product,” which will direct you to the screen displayed below.
  1. Provide a name for your subscription product.
  2. Optionally, add a description for the product.
  3. Choose “Standard Pricing.”
  4. Enter the amount you intend to charge for this subscription.
  5. Select “Recurring billing.”
  6. Specify the recurring billing cycle.
  7. Optionally, you can add additional prices for your product if needed.

Following these steps, you can log into your CRM and access your new products when creating a new subscription for your clients.

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