> ## Documentation Index
> Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt
> Use this file to discover all available pages before exploring further.
# Subscription plans
> Create and manage monthly or annual subscription plans that appear on your whitelabel customer onboarding portal.
## What Subscription Plans are for
**Subscription Plans** are the recurring billing packages that customers select during your whitelabel SaaS onboarding. When a prospect reaches Step 9 (Summary & Deploy) of the onboarding flow, they choose from the active plans you've configured here before their AI agent is deployed.
This section applies only when your **Pricing Model** is set to **Subscription**. If you use Pay-as-you-go or Fixed Price, see [SaaS Portal Mode](/partner-portal/settings/saas-portal-mode) instead.
## Where to find it
1. Open **Settings** in the Partner Portal sidebar.
2. Click **White-Label Portal**.
3. In the **Section Nav Rail** on the left, click **Subscription Plans** (under the Main column).
Subscription Plans lives inside the **White-Label Portal** page, not on the main Settings page. Look for it in the **Section Nav Rail** on the left under the **Subscription Plans** heading.
## Prerequisites
Before creating subscription plans, you need:
1. **SaaS Portal Mode enabled** – Subscription plans only appear in the whitelabel onboarding flow.
2. **Pricing Model set to Subscription** – Configure this in **Settings → White-Label Portal → Portal Mode** (Section Nav Rail).
3. **Stripe Connect configured** – Required for recurring billing. Configure via **Settings → White-Label Portal → Stripe Connect** in the Section Nav Rail (or via the top-level White-Label Portal entry).
## Create a subscription plan
1. Click **Add Plan** (or **Create Plan**).
2. Fill in the plan details:
* **Name** – Display name shown to customers (e.g., "Starter", "Pro", "Business").
* **Description** – A short line describing what's included.
* **Price** – Monthly or annual amount (in USD).
* **Billing Interval** – `month` or `year`.
* **Features** – Optional bullet list of included features.
3. Toggle **Active** to ON to make the plan available.
4. Optionally check **Display on Customer Landing Page** to control visibility (see below).
5. Click **Create**.
## How plan visibility works
### Plans shown in Step 9 of onboarding
When a customer prospect reaches **Step 9 (Summary & Deploy)**, the onboarding flow shows them every plan you've marked as active so they can pick one.
**Every plan you've set to Active is shown here.** Turning a plan on or off is the main way to control what customers see.
### "Display on Customer Landing Page" checkbox
The **Display on Customer Landing Page** checkbox controls whether a plan appears on your whitelabel portal's public-facing landing page (the page visitors see before they start onboarding). This is separate from plan visibility in Step 9.
For subscription-billing partners, at least one plan must remain both active and marked as "Display on Customer Landing Page" at all times. If you try to uncheck this box, deactivate, or delete the last such plan, the system will block the action with an error. This prevents your customer portal from having no plans to display, which would break the self-service onboarding flow.
## Manage existing plans
### Edit a plan
1. Find the plan in the Subscription Plans list.
2. Click **Edit** (pencil icon).
3. Update name, description, price, or features.
4. Click **Save**.
Editing a plan does not affect customers already subscribed to it — changes apply to new subscribers only. Price changes via Stripe are handled on the Stripe side.
### Activate or deactivate a plan
| Action | Effect |
| ----------------------- | --------------------------------------------------------------- |
| Toggle **Active → ON** | Plan appears in Step 9 for new prospects |
| Toggle **Active → OFF** | Plan is hidden from Step 9; existing subscribers are unaffected |
**If you use subscription billing:** you can't hide your last remaining plan. If a plan is both your only active plan and the only one shown on your landing page, the portal won't let you turn it off — activate or display another plan first, so your customer portal always has something to show.
### Delete a plan
1. Click the **Delete** button (trash icon) on the plan.
2. Confirm the deletion.
The plan is removed from your portal right away. On the Stripe side, the matching price is retired rather than fully deleted, so your billing records stay intact.
**Same rule applies:** if you use subscription billing and this is your last active plan shown on the landing page, you'll need to activate or display another plan before you can delete it.
## Troubleshooting
### You can't hide or delete a plan
**Cause:** You're trying to hide, deactivate, or delete the last plan that's both active and shown on your landing page, while your account uses subscription billing.
**Fix:**
1. Create a new plan (or reactivate an existing one).
2. Check **Display on Customer Landing Page** on that other plan.
3. Then deactivate or delete the original plan.
### No plans appear in Step 9 for customers
**Cause:** Every plan is turned off.
**Fix:** Set at least one plan to **Active**. Any active plan is automatically shown in Step 9.
### Plan not visible on the landing page
**Cause:** The **Display on Customer Landing Page** checkbox is unchecked for that plan.
**Fix:** Edit the plan and check **Display on Customer Landing Page**.
### Cannot edit price on an existing plan
Stripe doesn't allow changing the price of an existing plan. To change a plan's price:
1. Create a new plan with the updated price.
2. Deactivate the old plan.
3. Customers already subscribed at the old price aren't moved over automatically — handle that from your Stripe dashboard.
## Related pages
* [SaaS Portal Mode](/partner-portal/settings/saas-portal-mode) – Enable the whitelabel onboarding funnel
* [Stripe Connect](/partner-portal/settings/stripe-connect) – Set up Stripe for recurring billing
* [Customer Credit Plans](/partner-portal/settings/customer-credit-plans) – Credit packages for pay-as-you-go customers
* [Prospects](/partner-portal/prospects) – Tracking prospects through the onboarding funnel