Billing Plans

A billing plan describes what a member is signing up for. Its price describes what the member pays and how the amount is charged. For example, Adult Karate could have a C$120 monthly price and a C$1,200 paid-in-full price.

Amounts in these examples are illustrative school-set prices, not Kanri software or payment-processing rates.

Every plan needs a price. When you create a plan, Kanri asks you to create the first price at the same time.

Pick a billing-plan mode

In Settings → Behaviors, choose Billing plan mode:

• Single gives each plan one price. The price fields appear when you create or edit the plan.
• Multiple lets one plan have several prices. This is useful for different member rates, payment intervals, or payment choices. Choose a default price when editing the plan; staff can select another available price when creating a subscription.

Choose a mode that matches how your school sells memberships. For example, use separate plans when Adult Karate and Junior Karate are distinct offerings. Use multiple prices on one plan when they are the same offering with different rates. Changing the mode is a school-wide behavior setting, so review your existing plans and staff workflow before changing it.

Understand price types

Choose a price type based on the arrangement you intend to offer:

Price type	What it is for
Ongoing	Repeating payments that continue until the subscription is cancelled.
Paid in Full	One payment for a defined term. Set the term length and unit; this is not a repeating payment schedule.
Fixed Term	Repeating payments for a set number of payments. Set the payment interval and number of payments.
Scholarship	A zero-payment price. Kanri saves scholarship prices with a payment amount of zero.
Session Block	A prepaid block of sessions. Set the block size; optional auto reload can create another block when the balance reaches the selected trigger.
Per Session	Charges based on recorded session usage. Choose immediate billing or accumulate usage for a billing cycle.

The form only shows the fields that apply to the selected type. Intervals use a count and a unit, so 2 and Week means every two weeks. The price amount uses the school’s billing currency.

Plan details beyond price

• Trial Plan marks the plan as a trial offering. Do not assume this label alone delays a payment; set and check the subscription dates and price type.
• If the school has the Documents feature, a plan can have an optional contract template and an option to auto-send it when a subscription is created. When the contract is auto-sent, Kanri holds scheduled invoice creation until the contract is signed.
• Program access is optional. When the school enables it in Settings → Behaviors, programs linked to a plan are used to control which programs members can access based on their subscriptions. See Set Program Access.

Create or change a plan

1. Go to Billing → Plans and select New Plan.
2. Give the plan a clear name that describes the offering, not the amount. For example, use Junior Karate rather than C$80 Monthly.
3. Choose the price type and fill in the fields shown for it. Check the interval, term, payment count, or block size carefully.
4. Review optional trial, contract, and program-access settings.
5. Select Create Plan and review the plan page.

In Multiple mode, use Add Price on the plan page for another pricing option. In Single mode, edit the plan to change its one price. See Edit a Plan and Add a Price.

Example: monthly and annual choices

In Multiple mode, an Adult Karate plan could have:

• Monthly: Ongoing, C$120, interval count 1, unit Month.
• Annual: Paid in Full, C$1,200, term length 1, term unit Year.

Name each price so staff can distinguish them when assigning a subscription. Set the option you expect to use most often as the plan’s default.

Important before changing prices

Price changes affect future selections, but do not assume that existing subscriptions will move to a new price. Check a member’s subscription before editing a plan. In Multiple mode, add a separate price for a new offering rather than silently changing the meaning of a price already in use. Prices with payment history may not be editable.

See Create a Billing Plan, Add a Price, and Set Program Access.