Creating a plan: step by step

Overview

This article walks you through every part of the product form – from the name and billing terms to cancellation conditions. To get started quickly, two fields are enough; you can refine everything else whenever you need to.

Step 1: Create the product

Open "Products" → "New product". Select the type "Subscription" (a recurring subscription) and enter a Name and Price (net) – the only mandatory fields. The description and short description appear later in the checkout.

The basic data also holds the Sort order. It determines the product's position in the checkout product selection – lower values come first. Without an entry of your own, products fall into place by this default value; assign the values in steps of ten and you can later slot a product in between without touching all the others.

Step 2: Set the billing cycle

• Billing interval – daily, weekly, monthly, quarterly, semi-annually or annually.
• Interval count – a multiplier for custom rhythms: "Annually" with an interval count of 2 results in billing every 2 years. The helper text ("Billed every …") shows the result live.
• Billing anchor – "From subscription start" bills from the booking date; "Start of month" or "Start of year" synchronize all subscriptions to the 1st of the month or January 1st, in which case the first invoice is calculated pro rata.
• Repetitions – "Unlimited" runs until cancellation; with "Fixed number", the subscription ends automatically after the last period with the status "Expired", without a further invoice.

Step 3: Quantities and bookability

The "Quantity & Booking" block defines the quantities in which your product can be ordered.

• Allow multiple – permits quantities greater than 1. Without it the booking quantity is fixed at 1 and the server rejects quantity changes. For the quantity-based pricing models (Per Unit, Tiered, Volume) the option is mandatory and therefore locked.
• Minimum order quantity – the lowest permitted quantity, 1 by default. Bookings below it are rejected on the server.
• Maximum order quantity – the upper limit the checkout enforces. Leaving it empty means "unlimited"; the field shows this as its placeholder.

Both quantity fields are editable only while "Allow multiple" is active. A maximum below the minimum is rejected on save, and the message names both values – the check sits in the backend and therefore applies to changes made through the API as well.

On the product detail page the limits you set are shown in plain words later on; where there is no upper limit it reads "unlimited". For archived products the page additionally states when the product was archived.

Step 4: Cancellation conditions

• Notice period (days) – applies to all buyers of the product. For periods longer than 30 days, Kyvento points out the legal situation regarding terms and conditions (Section 309(9) of the German Civil Code (BGB)).
• Cancellation effective – "At the end of the period" or "Immediately". As soon as a notice period is set, "At the end of the period" applies automatically.

Step 5: Right of withdrawal (Section 356a of the German Civil Code (BGB))

For consumer contracts, enable the Withdrawal period (days) here. In the customer portal, the customer then gets a dedicated withdrawal button (separate from cancellation). You can configure the refund (100% or pro rata), the automatic reversal via the payment provider, and immediate suspension of the subscription upon withdrawal.

Step 6: Save and test

After saving, the plan is immediately bookable – via the checkout link on the product page or directly for a customer through "Add subscription".

Later changes do not apply retroactively. When a subscription starts, its pricing is frozen – for usage-based models with the first usage record. If you change the product's price or terms afterwards, that applies to new bookings; running subscriptions keep what applied when they were concluded. As soon as at least one subscription runs on the product – paused ones included – the edit dialog points this out. To move existing contracts, go through the individual subscription instead, see Handling upgrades and downgrades.

Next steps

• Quantity- and usage-based pricing – see Pricing models: monthly, yearly, usage-based
• One-off setup fees – see Adding setup fees