Summary

Add native support in GoHighLevel for products that charge a paid upfront fee followed by a scheduled recurring subscription, without using or implying a trial period.

Problem

Many agencies and SaaS businesses charge:

A non-refundable upfront fee (setup, onboarding, implementation)

A recurring subscription that begins after a defined time period

Using “trial” settings is misleading, as customers may assume:

They can cancel and get a refund

The upfront fee is optional or refundable

This creates confusion and support issues.

Proposed Solution

Introduce a pricing option such as “Upfront Fee + Scheduled Recurring”, where:

Customers are charged immediately for the upfront fee

The recurring subscription:

Is scheduled to start after X days/weeks

Is clearly labeled as a future recurring charge, not a trial

All charges are displayed clearly on the order form

Example Use Case

Upfront fee: $5,000 (charged today)

Recurring fee: $750/month

Recurring starts: after 4 weeks

Checkout displays:

Today: $5,000 (non-refundable)

Then: $750/month starting in 4 weeks

Optional Controls

Set recurring start delay (days/weeks/months)

Display next billing date on checkout

Workflow triggers:

“Upfront Fee Paid”

“Recurring Billing Started”

Compatible with coupons (including legacy/old-price coupons)

Benefits

Removes customer confusion around trials and refunds

Matches real-world agency and SaaS billing models

Cleaner checkout and clearer expectations

Fewer products and workflows required