---
title: "Create Recurring Pricing Plans"
description: "Create Recurring Pricing Plans"
url: https://docs.optimizepress.com/en/articles/45-create-recurring-pricing-plans
collection: "Setup Products for Sale"
updated: 2026-09-08
language: en
---

# Create Recurring Pricing Plans

Create Recurring Pricing Plans

In this quick tutorial, we're going to discuss how to create a product pricing plan for your products.

## 1\. Setting up the pricing plan

To get started, go to **OptimizeCheckouts** > **Products**

If you already have a product, click on the blue **Edit** button for the product to go to the product settings and click on **Pricing Information**. Otherwise, click on **Create New Product**.

In the Pricing Information area, what we want to do is set up a recurring pricing plan that will allow you to charge your customers an initial fee followed by a recurring charge in the months ahead.

Click on the blue **Add New Plan** button to add a new pricing plan.

Give your pricing plan a name and under the **Type** dropdown, select the **Subscription** option.

![](https://staticfiles.gleap.io/helpcenter/6952dad473c72323c1c59109/20251229205531_5458)

For this example, we're going to charge our customers an initial $197 fee followed by a recurring monthly charge of $27.

To do this, type in **27** in the **Price** field. 

Set the **Billing Period** to **Monthly**.

Set the **Trial Period (in days)** to **30**. Not setting a trial period will mean customers will be charged $27 in addition to the initial $197 setup charge. 

Finally, under the **Setup Price**, type in **197**, which will be the fee customers will initially pay when purchasing your product.

The final setup will look like this.

![](https://staticfiles.gleap.io/helpcenter/6952dad473c72323c1c59109/20251229205531_5336)

Your recurring payment plan is now ready to be used on your sales and checkout pages.

## 2\. Add your payment plan to a Checkout

Next, we'll need to add our product to a Popover checkout form on our Sales Page.

For more information on how to create a Pop Overlay Checkout Form, please refer to the KB article in the link below

[Products - Pop Overlay Checkout Form](https://docs.optimizepress.com/article/2672-products-pop-overlay-checkout-form/)

Head over to your pop overlay and on the Breadcrumb trail, click on the **Checkout Form** link. Then click on the small **Trolley** icon on the Checkout Form settings bar.

![](https://staticfiles.gleap.io/helpcenter/6952dad473c72323c1c59109/20251229205531_0360)

A lightbox will appear with field selections to choose from.

Under the **Product dropdown**, select the new recurring pricing plan that you set up earlier.

![](https://staticfiles.gleap.io/helpcenter/6952dad473c72323c1c59109/20251229205531_0957)

Click the green **Next Step button to move on to** the next steps of the setup process.

With the process complete, your product will now be assigned to your checkout form ready to collect orders.

## 3\. Add Checkout Popover to a payment button.

The final step is to assign our checkout popover to a CTA button.

To do this, click on the button you would like your customers to click and access your checkout form.

Click the **Link** icon on the button settings bar to reveal the **Link Action** settings.

In the **Action** dropdown, select the **Show Popup Overlay** option.

In the **Pop Overlay Trigger** dropdown, select the pop overlay that we created earlier.

![](https://staticfiles.gleap.io/helpcenter/6952dad473c72323c1c59109/20251229205531_1896)