# Your first plan

Create a plan, give its first version a price in each billing currency, add your products with what the plan includes of each, and publish the version.

A plan is a name and a slug. What it costs and what it includes live on its **versions**: you price a version in each billing currency, add products to it, say how much of each the plan includes, and publish it. A published version is fixed, so a later change is a new version, and the plan decides what happens to the customers already on the old one.

> **Note:**

- Your billing currencies and products ([Currencies and products](/billing-setup/catalog)).
- A console role that can create plans and plan versions.

## 1. Create the plan

[Open plans in the console](https://console.buildbase.app/dashboard/admin/subscriptions/plans)

In the **Billing** menu choose **Plans**, then press **Create plan**. Fill **Name** and **Slug**, here `Pro` and `pro`, and a **Description** if you like. Press **Create**.

![The Create plan dialog: Name Pro and Slug pro highlighted as step 1, Description For growing teams, Freemium plan off, When you publish a new version set to Keep customers on their version, and the Create button](/images/billing-setup/first-plan/console-create-plan.webp)

Two settings in the dialog are worth a look now:

- **Freemium plan**: "Allow $0 pricing, no seat billing, no trial". It is locked once a version is published.
- **When you publish a new version**: what happens to customers on the version a new one replaces. **Keep customers on their version** changes nothing for them; **Move customers who only gain** moves those who lose nothing; **Move every customer** applies a gain at once and a loss at each customer's renewal, after notice.

## 2. Manage versions

On the plan's row, press **Manage versions**. Its **Latest version** reads **No version** until you make one.

![All plans with the Pro row: Latest version No version, and Manage versions highlighted as step 2](/images/billing-setup/first-plan/console-manage-versions.webp)

## 3. Create the first version

Press **Create version**. **Base version (optional)** copies the products and values of an existing version; for the first one, leave it on **Start from scratch** and press **Create**. Versions are numbered for you: v1, v2 and on.

![The Create plan version dialog: Base version Start from scratch, the note that the version number is auto-incremented, and the Create button highlighted as step 3](/images/billing-setup/first-plan/console-create-version.webp)

## 4. Open the draft

**v1** is a **Draft**, with no products yet. Press **Edit** on its row.

![Plan versions with v1 as a Draft with 0 items, and the Edit button highlighted as step 4](/images/billing-setup/first-plan/console-version-draft.webp)

## 5. Price it in each currency

**Base plan price** has a row for each billing currency and a column for each billing interval: **Monthly**, **Yearly** and **Quarterly**. Enter each price in the currency's main unit (29 for $29). For a paid plan, every currency needs a price above 0 for at least one interval.

![Base plan price with EUR 27.00 monthly and 270.00 yearly, USD 29.00 monthly and 290.00 yearly, all four highlighted as step 5, and Quarterly left at 0.00](/images/billing-setup/first-plan/console-base-price.webp)

**Seat-based pricing**, below it, charges per workspace member as a separate line item ([seats](/billing/seats)).

## 6. Add the products

Under **Subscription items**, press **Add item**. In **Add products**, tick the products this plan includes and press **Select**. A version needs at least one product before it can be saved.

![Add products with Priority support, Team members and Reports per month ticked, 3 of 3 rows selected, and Select (3) highlighted as step 6](/images/billing-setup/first-plan/console-add-products.webp)

Each product type gets its own card, in the next three steps.

## 7. Feature values

Every feature starts off. Switch on each one this plan includes.

![Feature values with the Priority support switch on, highlighted as step 7](/images/billing-setup/first-plan/console-feature-values.webp)

## 8. Limit values

Every limit needs a value: a number, 0 or more, or **Unlimited** for no ceiling. Here, 10 team members.

![Limit values with Team members set to 10, highlighted as step 8, and the Unlimited switch off](/images/billing-setup/first-plan/console-limit-values.webp)

## 9. Quotas

Each quota has a table of its own:

- **Included**: what a workspace can use each month, for subscribers on each interval. Every quota resets monthly, whatever the billing interval, and a yearly or quarterly subscriber can be given more as a perk.
- **Per N units**: overage is charged per this many units (1000 means a price per 1000).
- One row per currency for the **overage** price, in the currency's main unit, while **Over-usage allowed** is on.

![The Reports per month quota: Over-usage allowed on, Included 100 monthly and 100 yearly, Per N units 1, and an overage of 0.50 in EUR and USD for both intervals, highlighted as step 9](/images/billing-setup/first-plan/console-quota-values.webp)

## 10. Save the draft

Press **Save changes** at the top of the page. A draft can be saved and changed as often as you like.

![The plan version page with Save changes highlighted as step 10 beside Publish version, above the quota table, Trial configuration and Credit grant](/images/billing-setup/first-plan/console-save-version.webp)

**Trial configuration** and **Credit grant**, at the bottom of the page, are optional: a trial before the first payment ([trials](/billing/overview#trials)), and credits granted with the plan ([credits](/credits/overview)).

## 11. Publish it

Press **Publish version**. **Publish version comparison** shows what changes from the version published before it; for v1 it reads "This will be the first published version for this plan." Press **Confirm publish**.

![Publish version comparison: This will be the first published version for this plan, All 3 subscription item(s) will be published, and Confirm publish highlighted as step 11](/images/billing-setup/first-plan/console-publish-version.webp)

Once published, the version's prices and values cannot be changed. To change them, create a new version, with this one as its **Base version** to copy its products and values, and publish that.

## Check that it worked

**Billing** > **Plans** > **Manage versions** lists **v1** as **Current** and **Published**, with its products and a flag for each currency.

![Plan versions with v1 marked Current and Published, 3 items, the EUR and USD flags, and a View button](/images/billing-setup/first-plan/console-version-published.webp)

## Things to watch out for

- **Your app cannot sell it yet.** Checkout takes a version that a pricing group sells; until one does, the version page reads **Sold to: Not in a pricing group yet** ([Your pricing group](/billing-setup/pricing-group)).
- **Every billing currency needs a price.** Saving a currency means "All plan versions will need to support these currencies", so choose your currencies before you publish.
- **A published version is fixed.** Draft carefully, and publish a new version for any change.

## Next steps

- [Your pricing group](/billing-setup/pricing-group) - put the plan on your pricing page
- [Entitlements](/billing/entitlements) - read what the plan includes in your app
- [Billing overview](/billing/overview) - plan changes, trials and cancellations