How do I add a setup fee, a free trial or several price options to my SaaS plans, and change them for one client?

Go to Settings, then SaaS Configurator, then SaaS Plans, and create or open a plan. On the pricing tab you can set:

1. A setup fee and the recurring price (monthly or yearly). If the price is discounted, enter the original price too so customers can see how much they save.
2. A friendly name for each pricing option.
3. A trial period in days, for example 7, 14 or 30 days. Mark the pricing option as a trial and enter its length.
4. Tax.
5. Internal only. A plan that is not internal only is shown to your customers under Billing when they log in, and they can upgrade to it themselves. Mark plans and plan versions you do not want customers to see as internal only.

Each plan can have several pricing options: one with a trial and one without, one with a setup fee and one without, one monthly and one annual. When you collect payment, you pick the option you want.

Anything set on a plan can be overridden when you add the plan to a client's account yourself, for example after a sale over the phone. You can change the price, zero out the setup fee, or enter trial days to push the first charge back for that one client, so you do not need a separate plan for every combination.

A trial can be with or without a credit card. Use a trial when the prospect does not yet trust you. If you can win their trust another way, such as showing a website you built in two minutes or an AI receptionist you created in thirty seconds from their website, you can skip the trial.