Plans

A plan is one thing you sell. Individual plans have tiers. Team plans have a seat ladder.

New plan (1) and the Tools menu (2).

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Create or edit a plan

Name, price, newsletter tags and how it appears on the public pricing page.

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The important fields:

• Display name — what members see.
• Amount and currency — the price.
• Mailchimp tags — which newsletters this plan grants. The agreed mapping is on Newsletters by tier. Get these right or people receive the wrong things.
• Show on pricing and Benefits — how the plan appears on the public pricing page. One benefit per line.

A price cannot be edited once Stripe knows it

As soon as a plan has a price mapped in any Stripe account, FMS refuses to change the local price. Changing one and not the other is how members get billed the wrong amount. Create a new plan instead.

The Tools menu

Six catalog operations, each showing a preview before it changes anything.

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Tool	What it does
Import from Stripe	Pulls prices that already exist in Stripe and maps them to plans.
Sync to Stripe	Creates the matching price in a connected account.
Fill missing tags	Suggests newsletter tags for plans that have none.
Apply canonical tags	Resets tags to the agreed tier-to-tag mapping.
Detect team plans	Finds plans that are really team plans and labels them.
Rebuild team pricing	Recalculates the seat ladder.

Every one of these shows you what it will change first. Read the preview before applying.