Allow wording on 1 and 2 Step Order to be changed to remove "trial" and "setup fee"
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Nathan Admin
In 1 and 2 step order, it says "£200 setup fee with 30 day trial and £105 per month after the trial period" - this is not specifically a setup fee, or a 30 day trial, instead it could be a deposit amount then a recurring monthly payments, for example.
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Canny AI
Merged in a post:
Initial payments for recurring payment plans
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Stefan Asseg
I am offering coaching packages and I want my clients to commit to a certain period and pay for that period upfront and after that period, I would them to continue paying on a recurring basis, e.g. pay $25k for 12 months upfront and then pay $2k a month after that.
I like how Kartra displays this, which is shown in the screenshots (one is the setup and the other is how it's shown on my website).
I know that I can achieve the same functionality in GHL by defining a setup fee that is the initial payment and then a trial, e.g. $25k setup fee and a 365 day trial to cover 12 months.
However, this sounds very confusing to clients. "Initial payment followed by a monthly subscription" is clear but "setup fee with a 365 day trial" is not clear.
I'd like to be able to be able replace the wording "setup fee" and "<DAYS> trial" with "initial payment for <DAYS>/<WEEKS>/<MONTHS>/<YEARS>"
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Sales & Marketing
Merged in a post:
Stripe payment plan plus deferred subscription in one two step order form
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Kalon B. Goodrich
Ability to use a single two-step order form to handle 12 monthly payments of $x followed by ongoing (no end date) payments of $y? The use case is providing a payment plan for a service (e.g. web development), then hosting charges that start in month 13. It's essentially a stripe payment plan plus a deferred stripe subscription.
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Jay Razzouk
I support many coaches, and the lack of payment plan options in GHL is a big issue for us.
GHL assumes all recurring payments are subscriptions or memberships, when that is not the case.
As the user above said, sometimes we sell a coach product and bill for it over several months. Most coaches I know have a no refunds, no cancellation policy, and they carefully avoid calling their services a "membership" or "subscription."
"Membership" and "subscription" suggestion the product can be easily cancelled, which is not true for many coaches.
Katra handles the multiple payments much better, as the user above points out.