Create Plans (Dashboard)

Create and configure subscription plans using the Flintn web dashboard.

Overview

The dashboard provides a visual interface for creating subscription plans without writing code. Plan creation uses a two-step modal dialog that guides you through product type selection and plan configuration.

Step 1: Navigate to Plans

  1. Click Subscriptions in the left navigation

  2. Select Plans

Step 2: Click Create Plan

Click the Create Plan button in the top-right corner of the Plans page. This opens a two-step modal dialog.

Step 3: Select Product Type

The first step of the modal asks you to choose between two product types:

Product Type
Description

Subscription

Recurring billing on a schedule (daily, weekly, monthly)

One-time payment

Single purchase, no recurring billing

Select your product type and click Next to continue.

Step 4: Configure Plan Type (Subscriptions Only)

If you selected Subscription, choose the subscription type using the toggle and tabs:

Type
When to Use

No Trial

Start billing immediately at full price

Free Trial

Offer a free trial period before billing begins

Paid Trial

Offer a discounted trial period before full-price billing

For trial options, use the tabs to switch between Free Trial and Paid Trial configurations.

Step 5: Configure Basic Settings

Enter the basic information for your plan:

Field
Required
Validation
Description

Name

Yes

Max 50 characters, unique per merchant

Display name shown to customers

Description

No

Max 500 characters

Brief description of the plan

Website URL

Yes

Select from dropdown

Associated product website

Note: The Website URL field is a dropdown that shows your configured product URLs, not a free-text field.

Step 6: Set Pricing

Configure the pricing for your plan:

Field
Required
Validation
Description

Currency

Yes

USD, EUR, or GBP

Three-letter currency code

Full Price

Yes

Max 2 decimal places

Regular billing amount

Trial Price

Yes*

Max 2 decimal places

Trial period amount

*Required for paid trial plans only.

Available Currencies

The dashboard currently supports:

  • USD - US Dollar

  • EUR - Euro

  • GBP - British Pound

Step 7: Configure Billing Schedule

Set how often customers are billed:

Field
Required
Validation
Description

Billing Frequency

Yes*

1-999 (max 2 digits)

Number of time units between billings

Frequency Unit

Yes*

Days, Weeks, Months

Time unit for billing

Trial Period

Yes**

Integer value

Length of trial

Trial Period Unit

Yes**

Days, Weeks, Months

Time unit for trial

Settlement Interval

Yes

Max 119 hours (subscriptions), Max 239 hours (one-time/trial)

Hours before auto-capture

Trial Settlement Interval

Yes***

Max 239 hours

Hours before trial payment capture

*Required for subscription types, not for one-time payments.

**Required for free trial and paid trial plans.

***Required for paid trial plans only.

Note: The frequency unit does not include "Years" - use 12 Months for annual billing.

Settlement Interval Limits

Plan Type
Max Settlement Hours

One-time payment

239

Subscription (no trial)

119

Subscription (free trial)

119

Subscription (paid trial)

119 (regular), 239 (trial settlement)

Common Billing Configurations

Configuration
Frequency Value
Frequency Unit

Monthly

1

Months

Quarterly

3

Months

Annual

12

Months

Weekly

1

Weeks

Bi-weekly

2

Weeks

Step 8: Select Retry Strategy

Choose a retry strategy for failed payment recovery. Retry strategies are loaded dynamically from the backend.

The system auto-selects a default retry strategy (typically option 20) if available. You can change this selection as needed.

Strategy Type
Best For

No discount strategies

High-value subscriptions

Escalating discount strategies

Price-sensitive customers

No retry

Manual intervention preferred

See Retry Strategies for the complete list of available strategies.

Note: Valid retry strategy IDs range from 1-23.

Step 9: Save the Plan

The modal provides two submit options:

Button
Action

Save as Draft

Saves the plan in draft status. Draft plans cannot be used for new subscriptions but allow you to review settings before going live.

Publish and Activate

Saves and immediately activates the plan, making it available for new subscriptions.

A success notification (toast) appears when the plan is saved successfully.

Managing Plans

Edit a Plan

  1. Navigate to Subscriptions > Plans

  2. Click on the plan name to open the edit modal

  3. Modify settings (a loading spinner appears while data loads)

  4. Click Save as Draft or Publish and Activate

Edit Restrictions

Plan Status
What You Can Edit

Draft

All fields

Active (no subscriptions)

All fields except plan type

Active (with subscriptions)

Name, description, and retry strategy only

Duplicate a Plan

To create a copy of an existing plan:

  1. Navigate to Subscriptions > Plans

  2. Find the plan you want to duplicate

  3. Click the Duplicate action (or use the actions menu)

  4. The modal opens pre-filled with the copied plan's settings

  5. Modify the name (required - must be unique) and any other settings

  6. Save the new plan

This is useful when creating similar plans with minor variations.

Deactivate a Plan

To stop accepting new subscriptions:

  1. Navigate to Subscriptions > Plans

  2. Click on the plan name

  3. Click Deactivate

Existing subscriptions continue until cancelled or expired. The plan can be reactivated later.

Delete a Plan

Plans can only be deleted if they have no active subscriptions. Deletion is a soft delete - the plan is marked as deleted but retained in the database.

Field Validation Summary

Field
Validation Rules

Name

Required, max 50 characters, unique per merchant

Description

Optional, max 500 characters

Website URL

Required, select from available options

Currency

Required, must be USD, EUR, or GBP

Full Price

Required, max 2 decimal places

Trial Price

Required for paid trials, max 2 decimal places

Billing Frequency

Required for subscriptions, 1-999

Settlement Interval

Required, max 119h (subscriptions) or 239h (one-time/trial)

Trial Settlement Interval

Required for paid trials, max 239h

Retry Strategy

Optional, valid IDs 1-23

UI Workflow Summary

Next Steps

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