You can offer customers:
Note: If you are creating a free Plan that rolls over to a different paid Plan, you must first create the paid Plan, then create the free Plan.
Getting Here: Click Products > Plans > New
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Getting Here: Click Products > Plans > select a Plan > Rollovers
There are many different scenarios in which rollovers can be applied in Aria. This section contains a few different scenarios and provides instructions for how to set up rollovers for each.
Create a Master Plan that is free for a period of time and is later billed at a specified rate.
Create a Master Plan that is billed at, for instance, a rate of $50 a month. If you specify that the Plan is free for one month, Aria does not bill the subscribed customers for one month. After the month has gone by, subscribed customers are billed at a rate of $50 a month.
To create this rollover Plan setup, select the Initial Free Period Number to specify the number of free months that you offer. Aria does not bill the customer for the Plan until the initial free period has elapsed.
Note: Do not complete the Initial Account Status, Days Until New Plan Status, New Plan Status, Months Until New Rollover Plan, and Rollover Plan fields.
Create a Master Plan that is free for a period of time, then rolls over to a different paid Plan.
You can create Plan A that is free for one month then rolls over to Plan B that costs $50 a month. You must first create Plan B with services billed at $50 a month, then create Plan A, which contains free services.
To create this rollover Plan setup, select the Initial Plan Status to specify the status that a Plan has when a customer registers for the trial Plan.
Note: This must be a billable status for the customer to be billed after the trial period is over.
Note: Do not complete these fields: Initial Free Period Number, Period Until New Plan Status Number, New Plan Status.
Create a Master Plan that is free for a period of time, then is billed at a discounted rate for a number of months, then rolls over to a different paid Plan.
You can create Plan A that is free for one month, then billed at a discounted rate of $99 for six months, then rolls over to Plan B that is billed at the regular rate of $159 a month. You must first create Plan B with services billed at $159 a month, then create Plan A with services billed at $99 a month.
To create this rollover Plan setup:
Note: This must be a billable status so the customer is billed after the trial period end.
Note: The Months Until New Rollover Plan must be equal to the number of Initial Free Period Number plus the number of months for which a customer is billed a discounted rate for the Plan.
If the number of Initial Free Period Number is 1, and the number of discounted rate months is 6, then the Months Until New Rollover Plan must be set to 7 (6 +1).
Note: Do not complete the Days Until New Plan Status and New Plan Status fields.
Create a Master Plan that is free for a number of days, then is billed at your specified rate.
You create a Master Plan that is billed at a rate of $55 a month. If you specify that the Plan is free for seven days, Aria does not bill the subscribed customers for 7 days. After the 7 days have passed, Aria bills the subscribed customers at a rate of $55 a month.
To create this rollover Plan setup:
Create a Supplemental Plan that will be free for a period of time, then will roll over to a different paid Plan.
You can create Plan A that is free for one month, then rolls over to Plan B that costs $50 a month. You must create Plan B with services billed at $50 a month, then create Plan A that contains free services.
To create this rollover Plan setup:
Note: These fields are not available for Supplemental Plans: Initial Free Months, Initial Plan Status, Period Until New Plan Status Number, New Plan Status.