Key Steps
Key Steps
1. Create a recurring payment plan offer
Open the course you want to configure.
Go to the Offers area and create a new offer.
Select Recurring payment plan as the payment type.
Enter the payment amount and number of payments.
Add a clear price text override so customers understand the total cost and payment schedule.
Preview the checkout page to confirm the display is correct.
2. Create a one-time payment offer for the same course
Return to the Offers area and create another offer for the same course.
Enter a clear title and description so the offer is easy to identify.
Connect the offer to the correct course.
Select One-time payment as the type.
Enter the full price.
Leave optional fields blank if they are not needed.
Preview the checkout page to confirm the subtotal and amount due now match the intended price.
3. Create a recurring subscription offer
Create a new offer for the same course.
Include subscription in the title so it is easy to distinguish from other offers.
Select the course.
Choose Recurring as the payment type.
Set the frequency, amount, and number of payments.
If the subscription continues until cancellation, leave the number of payments blank.
Add a thumbnail if required, then publish and preview the offer.
4. Make offers available in the store or shop area
Review the published offers in the Payments or Shop area.
For any offer you want visible in the online store, open the offer settings.
Enable Include in Online Store.
Confirm the offer now appears on the website shop page.
5. Add all payment options to a funnel order form
Open the sales funnel and go to the Order Form page.
Click Products and select Add Product.
Add each of the three payment options:
subscription option
one-time payment option
four-part payment plan option
Save after each addition if needed.
Edit the order form page and add the Order element.
Drag the element into place and save the page.
6. Create separate order form pages when only one option should display
Duplicate the order form page for each payment option.
Keep only one product on each duplicated page.
Create separate pages for:
monthly subscription
one-time payment
four-part payment plan
Link each sales page button to the correct order form page.
Use this setup when you want a cleaner checkout experience with one payment choice per page.
7. Sell the course directly through the offer link
Go back to Courses and Offers.
Copy the direct offer link for the payment option you want to sell.
Use the link to send customers straight to the checkout page.
Add the link to sales page buttons if needed.
Use this method when you want a simple checkout flow without funnel customization.
Cautionary Notes
Do not confuse offer types: recurring payment plans, one-time payments, and subscriptions must be created as separate offers.
Check checkout previews carefully to ensure the pricing, payment frequency, and amount due now display correctly.
Leave optional fields blank only when appropriate; confirm they are truly unnecessary before publishing.
Direct offer links do not support a confirmation page like a funnel does.
If using separate order form pages, make sure each page contains only the intended product to avoid customer confusion.
Tips for Efficiency
Use consistent naming conventions in offer titles, such as including the payment type in the title.
Reuse the same course connection across all offers to save setup time.
Preview each checkout immediately after creating an offer to catch errors early.
If you need a simple sales flow, use direct offer links instead of building a full funnel.
If you want more control over the customer journey, use separate funnel pages for each payment option.