Improving Coupons & Free/Paid Plan Transitions
Hi Climbers, We’ve received several comments and tickets about the new coupon feature and how you currently work with both free plans and Stripe plans. Here’s the current situation that can feel limiting: Right now, coupons created via the platform apply to all plans. So if a client uses a coupon on a Bronze plan and later upgrades to Silver, the discount automatically transitions to the new plan as well. Customers can apply a coupon when signing up through a payment link. However, for existing customers, you cannot directly apply a coupon from the client’s billing portal unless you trigger a subscription update (like upgrading/downgrading the plan or changing quantity). Only in that case does the “apply coupon” field appear. Also, you cannot directly move a paid (Stripe) client to one of your free plans. To do this, you currently need to delete the subscription, recreate the client manually under a free plan, redo onboarding, reconnect integrations, and regenerate links. Essentially, the client starts from zero. Here’s how we want to improve this: First, when creating a coupon, you will be able to select exactly which plans it applies to (for example, only Bronze). If a client on Bronze with an active coupon upgrades to Silver, the discount will not automatically transition unless that plan is explicitly included in the coupon configuration. Second, via the Stripe API, it is possible to apply a coupon directly to an existing subscription without modifying the plan. We will add an “Apply Coupon” button inside the Clients area. This will allow you to manually apply a coupon to an active subscription without forcing an upgrade, downgrade, or quantity change. Coupons will support one-time discounts or forever discounts — and with the new logic, they can remain tied only to the client's plan. Third, we want to introduce a simple “Move to Free Plan” button in the Clients area. This will allow you to move a paid client (in trial or active subscription) to a free plan without rebuilding the account. Integrations, links, and settings will remain intact. This opens up cleaner flows for trial expirations and freemium strategies.