Plans & pricing wizard

The plan wizard is where you define what your customers subscribe to: the cadence, the discount, and any advanced pricing. A live storefront preview updates as you build.

#Selling plans

A selling plan is a cadence (for example, every 1 month) plus a discount. Plans can support multiple frequencies; shoppers on a multi-frequency plan can change their own cadence from the portal.

#The storefront plan picker

Once a selling plan is synced to Shopify, shoppers can subscribe right from the product page through the plan picker — a theme block WallaB.AI™ adds to your store. It shows a "One-time purchase" option alongside your subscribe-and-save options, with each plan's cadence and price pulled straight from Shopify (the price a shopper sees is exactly what they're charged at checkout).

The look of the picker is themed by the same widget-theme settings you preview in the plan wizard — accent color, corner style, subscribe button label, and the "Save %" badges. Set them once and they carry to the storefront.

#Turning it on in your theme

The block isn't added automatically — you place it where you want it, once:

1. In Shopify admin, go to Online Store → Themes → Customize.
2. Open a product template.
3. Click Add block in the product section, choose Apps, and add Subscription plan picker — position it near your Add to cart button.
4. Adjust the block's theme settings in the sidebar to match your brand, then Save.

#Hide your theme's built-in picker

Once a product has a selling plan, most Online Store 2.0 themes render their own native subscribe/purchase-options control on the product page. If you also add the WallaB.AI™ picker, shoppers see two subscribe controls. Keep one — ours, which carries your widget-theme styling and the "Save %" badges — and hide the theme's.

The exact control varies by theme, so the general rule is: in the theme editor, open the product template and look inside the section that holds the "Add to cart" area (in Dawn and Dawn-based themes this is the Buy buttons block) for a Show purchase options / subscription toggle, then turn it off. Some themes instead expose a separate Purchase options or Subscriptions block that you remove from the section. Then Save and check the live product page in a private window — you should see exactly one picker.

#Tiered intro pricing

Cycle-indexed tiers change the discount as a subscription ages — for example, a deeper discount for the first three cycles, then the standard rate from cycle four onward. Tiered pricing is recomputed at charge time each cycle.

#Volume pricing (quantity tiers)

Quantity tiers discount by how much a customer orders per cycle, and they compose with the plan's regular discount. When a subscription's total quantity reaches a tier's minimum, the tier applies one of:

• a percentage off,
• a fixed amount off, or
• a fixed price per unit (which replaces the per-cycle amount entirely — useful for flat bundle pricing).

Presets are built in for the common cases: "Buy more, save more" percentage ladders, and a BOGO-style "second unit 50% off at quantity 2".

Discounts compose in a fixed order at charge time: the cycle-tier or plan discount first, then the quantity tier, then any win-back discount (multiplied on the result).

#Bundles (build-a-box)

Bundles let you sell a curated box whose contents shoppers can customize. You define:

• Slots — each with a label, a minimum and maximum number of items, and a pool of eligible products ("pick 2 from our dark roasts").
• Shopper customization — a per-bundle switch. On, shoppers get a "Customize your box" editor in the portal; off (for mystery boxes), the contents stay merchant-controlled.

Slot constraints are enforced both in the portal UI and again on the server.

#Prepaid plans

A prepaid subscription is paid for in batches of cycles up front:

• Creating a prepaid subscription never charges automatically — the balance starts at zero and the first charge happens when a batch is purchased.
• Buying another batch extends the remaining balance (it never resets it), and the amount is always computed server-side from current pricing.
• Each due delivery is fulfilled from the balance with no card charge; the shopper sees "X of Y deliveries remaining" instead of a next-billing date.
• When the balance runs out the subscription pauses automatically — there is no silent auto-recharge. The shopper (or you) buys more cycles to resume.
• Cancelling with unused cycles requires an explicit confirmation that the remaining deliveries are forfeited — nobody loses paid cycles to a mis-tap.

#Your WallaB.AI billing plan

Your own WallaB.AI subscription is separate from your customers' plans — see Billing plans & support.