Plans

Plans are reusable subscription templates that bundle prices together. Instead of selecting individual prices each time you create a subscription, you select a plan and Gilbert sets everything up consistently.

Think of plans as "subscription recipes" — predefined configurations you can apply to new customers.

What's in a Plan?

A plan defines:

• Currency — All prices in the plan must use this currency
• Billing duration — The billing interval (e.g., Monthly, Yearly)
• Prices — One or more prices with default quantities
• Trial period — Optional trial days for new subscriptions

Creating a Plan

1. Navigate to Plans in the sidebar
2. Click Create Plan
3. Enter a Name (e.g., "Pro Monthly", "Enterprise Yearly")
4. Select the Currency and Billing duration
5. Add prices to the plan — Gilbert filters to show only prices matching your selected currency and duration
6. Set the Quantity for each price (defaults to 1)
7. Optionally, set a Trial period (e.g., 14 days)
8. Click Create plan

Plan Structure Examples

Single-Price Plan

The simplest plan includes one recurring price:

Multi-Price Plan

Plans can bundle multiple prices together:

Plan with One-Time Setup Fee

Mix recurring and one-time prices in the same plan:

The one-time fee is charged on the first invoice only.

Plan with Default Trial

The default trial is applied when creating subscriptions from this plan. During the trial, the subscription is active but no invoice is generated. Billing starts automatically when the trial ends.

Plans vs Ad-hoc Subscriptions

When to Use Plans

• You have standardized pricing tiers
• Multiple customers get the same configuration
• You want to offer plan upgrades/downgrades
• Consistency across subscriptions matters

When to Use Ad-hoc

• Each customer has unique pricing
• One-off deals or custom arrangements
• The configuration won't be reused

Setting Quantities

Each price in a plan has a default quantity (minimum 1):

• Quantity 1 — Standard for base subscriptions
• Quantity N — For bundled items (e.g., 5 users included)

Quantities can be adjusted when creating a subscription from the plan.

Plan Changes

One of the main benefits of plans is easy upgrades and downgrades.

Upgrading or Downgrading

1. Open the customer's subscription
2. Click Change Plan
3. Select the new plan
4. Choose when to apply the change (immediately or at next renewal)
5. Confirm

Gilbert handles the transition automatically, including proration calculations.

Managing Plans

Editing a Plan

1. Navigate to Plans
2. Select the plan
3. Make changes (name, prices, quantities, trial period)
4. Click Save

Archiving a Plan

When retiring a plan:

1. Create any replacement plans first
2. Archive the old plan

Archived plans cannot be used for new subscriptions, but existing subscriptions continue unchanged.

Best Practices

Name Plans Clearly

Use names that customers and your team understand:

Create Plans for Each Interval

If you offer monthly and yearly billing, create separate plans:

• Pro Monthly — €29/month
• Pro Yearly — €290/year

This makes plan changes straightforward and keeps pricing clear.

Keep Plans Focused

Each plan should represent one clear offering. Avoid overloading plans with too many optional add-ons — it's better to have focused plans that customers can easily compare.

Related

• Prices — What plans are built from
• Subscriptions — Created from plans
• Proration — Mid-cycle plan change calculations