Offering monthly, quarterly, and annual plans gives your members more flexibility — and helps you improve retention and LTV by encouraging longer-term commitments. Here’s how to do it inside Heartbeat.

✅ Step 1: Navigate to Offers

1. Open your community and click the Settings icon in the top right

2. In the left sidebar, click Offers

3. If you haven’t already, make sure to connect your Stripe account under Configure Payments

✅ Step 2: Create a New Offer

1. Click Create Offer

2. Choose Digital Product or Paid Membership, depending on what you're selling

3. Give the offer a name — e.g., Main Paid Membership

4. Add a short description of what’s included in the tier (this shows up on the checkout page)

✅ Step 3: Add Pricing Options

1. Set your monthly price — e.g., $50/month

2. Click Add another price

   • Add a quarterly price (e.g., $125 every 3 months)

   • Add an annual price (e.g., $450/year)

3. Use pricing discounts to encourage longer commitments (like “3 months free” annually)

✅ Step 4: Assign Access

1. Select what members will gain access to when they purchase this offer

   • Discussion channels

   • Courses

   • Events

   • Document sections

✅ Step 5: Finalize the Offer

1. Toggle on/off any additional options like quantity limits or social proof

2. (Optional) Set up a custom cancellation flow to reduce churn

   • 💡 Learn how to set up cancellation flows →

3. Click Finish to save your offer

✅ Step 6: Share Your Checkout Page

1. Copy your offer link and share it wherever you're marketing your product

2. When members visit, they’ll see all available pricing options and can choose their preferred billing frequency

💡 Why This Matters

Offering multiple billing options can:

• Improve retention by encouraging long-term commitments

• Increase upfront revenue

• Make it easier for budget-conscious members to get started

We often see annual buyers become your most engaged and high-LTV members.

📩 Still have questions? Email us at support@heartbeat.chat — we’re happy to help!