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Create a payment plan Offer

Set up a payment plan so customers can pay a specified fee over time to access content.

Create a payment plan for customers to pay a specified fee for a specified number of weeks, months, or years to access your content, services, events, and more.

This guide refers to the Price Editor in the Offer Builder to create a payment plan for your customers. If you wish to create multiple Offers on a single Sales Page to provide different pricing options for your customers, then learn how to create multiple pricing options.

Note: Be sure to connect your site to Kajabi Payments, Stripe, or PayPal to edit your Offer price.

Edit the price: Payment plan

  1. Open the Sales tab from the Dashboard

  2. Click Pricing

  3. Select the Offer you wish to edit or create a new one

  4. Then, click Pricing

  5. Navigate to the Price Details section

  6. Click the Payment Type field

  7. Then, select Payment Plan

  8. Fill out the price details

  9. Click Save to keep and apply your changes

Customize the payment plan Offer

Selecting Payment Plan for your Offer will charge your customers according to your set billing interval until the number of payments is reached.

The first payment will be processed immediately after checkout and the following payments will be billed according to the billing interval you previously set on the same date following the initial purchase.

Customers will maintain Product access until their subscription is canceled, the Offer is revoked manually, or access has been restricted to a specific amount of days.

Customize the payment plan

Payment plan settings

  • Payment amount - Specify the price for each payment (e.g., 6 monthly payments of \$19.99, \$19.99 is your specified payment amount)

  • Currency - Select the currency for the Offer

  • Number of payments - How often your customers will be charged

  • Billing Interval - You can select weekly (2-104 weeks), monthly (2-24 months), or annual (2-5 years) intervals

  • Trial period days - Add between 1-365 trial days. This is a free period for your customers to try your product. Once the trial expires, they will be charged

  • Setup fee - An added fee for payment plan setups. Can be used to offer a paid trial, as the amount will be charged immediately upon purchase

  • Payment providers - Specify the payment processors your customers can use to purchase the Offer: Kajabi Payments or Stripe, and/or PayPal

  • Price text override - Use a custom phrase to describe the price of the Offer (Optional)

  • Click Save when you are finished customizing

After completing your Offer, edit and preview your Checkout Page. Learn more

Note: View your Payments Overview to analyze and manage all the payment plan transactions made to your site. Learn more

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