---
title: MYFUNDBOX Plans Page Documentation
slug: myfundbox-plans-page-documentation
description: Create plans in just 3 easy steps with our easy-to-use interface. 
docTags: 
createdAt: 2023-01-19T05:24:24.000Z
---

**Welcome to the Plans Page! This is where you create, view, and manage all your subscription plans for your products or service**s.

# How to Access the Plans Page

Log in to your MYFUNDBOX account.

From the dashboard, click on Plans in the main menu.

You will see a list of all existing subscription plans (if any) and options to add new ones.

To get started, sign up and verify your MYFUNDBOX account details, then navigate to the plan page and click on + Add on page in the top right corner to start your first plan

![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-O8EHGFqd3lG0zQBwvnAEx-20250513-051206.png)

![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-ZvwZCyTABC49lWBUKwzk6-20250514-114632.png)

**Creating a New Subscription Plan**

Click the + Add button at the top right corner of the Plans Page.

A pop-up window will appear where you can enter your new plan details.

### Plan Name

Plan Creation Fields Explained

Enter a clear, descriptive name for your subscription plan.

This name appears on your checkout page and subscriber invoices.

Plan Type

You will have the option to choose from two different plans, both of which will be available for your convenience:

![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-9WmXEu6w1OEDodoX_9EBV-20250513-105110.png)

## Plan Type

Plan Type

You will have the option to choose from two different plans, both of which will be available for your convenience:

- **Quantity **
- Charges customers based on how many units they subscribe to (e.g., number of boxes or services).
- **Variable**
- : A fixed-price plan charges subscribers exactly the set price of the plan they hav



![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-3Pipt10tm_8yjh32n6boX-20250515-044537.png)

### .

![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-fs7LYjoVQK8xV3WYcLrM1-20250515-044836.png)

### Price

When you set up your subscription plan, enter your  price for either quantity or variable of your choice

![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-hGWsswGUnqvZtp-bpsDD_-20250515-045510.png)

### Currency

Select the currency in which you want to charge your customers.

MYFUNDBOX supports multiple currencies, powered by integrations with multiple payment gateways like Stripe, GoCardless, and Mollie.

You can see the full list of supported currencies in your dashboard.

![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-lh6SLWfmGAzsJeUOUaKLL-20250515-045742.png)

### Billing

The billing cycle defines how often your subscribers will be charged. For example, a weekly billing cycle means subscribers are charged every week.

Available billing cycle options include:

One-Off (One-Time)

Daily

Weekly

Monthly

Quarterly

Half-Yearly

Annually



You can choose from the following billing cycles:

![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-3a2IB_aRSBLFaZ5hXZMF9-20250515-050025.png)

- ****

## Number of Billing Cycles

Specify the total number of billing cycles for this plan.

If left blank, billing will continue until the subscription is canceled

# Allow Editable Quantity

Enabling this option allows subscribers to adjust the quantity of goods or services they purchase.

For Variable plans, this lets subscribers pay as much as they want within your set limits.

### Minimum Quantity

Set the minimum quantity of goods or services a subscriber must purchase to qualify for this plan.

![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-lTASsHpOg_6VFbwe1MMxy-20250515-051003.png)

### Maximum Quantity

Set the maximum quantity a subscriber can purchase within the plan limits.

![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-HdA03QvRORSacq4H4Ql5Z-20250515-051128.png)

### Free Trial

Enable a free trial period, allowing users to experience your product for free before committing to a subscription.

At the end of the trial period, a payment link will be sent automatically to the subscriber.

# Stepwise price

Stepwise pricing lets you create pricing tiers based on quantity ranges.

Enter minimum and maximum quantities for each tier and set a price for that range.

Use the + Add Step button to add additional pricing tiers.

You can click **`+`** under **Action** to enter the next step for pricing.

![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-nPBR0cT4vxZODtQrXyAvU-20250515-051343.png)




# Tax Options

Taxes can be configured based on the subscriber’s region using the Add Tax option found in the Tax and Coupons settings.

Choose between:

Tax Inclusive: Tax amount is included in the purchase price.

Tax Exclusive: Tax amount is added on top of the purchase price.

You can add and manage tax rates for specific regions directly on the MYFUNDBOX website.

![](https://api.archbee.com/api/optimize/t7wBNBDlH7tmf7_P5wbfY-QoeQMzuZwpJOhpG5UE8Xq-20250515-052107.png)

# Managing Existing Plans

All your plans are listed here with key details: Plan Name, Type, Price, Billing Cycle, and Status.

Use the Edit button next to any plan to update its details.

Use the Delete button to remove plans you no longer need.

## Tips for Using the Plans Page

Use simple, descriptive plan names for easy identification.

Encourage new subscribers with Free Trials to experience your product risk-free.

Keep pricing clear and consistent to avoid confusion.

Use Stepwise Pricing to offer volume discounts or incentives for bulk purchases.