---
url: "https://docs.portone.cloud/docs/creating-a-new-regular-plan"
title: "Creating a New Regular Plan"
---
## Overview [Skip link to Overview](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#overview)
This document provides a comprehensive guide for creating a **Regular Plan** using the PortOne Dashboard. A Regular Plan allows merchants to set up fixed recurring payments for their customers at regular intervals.
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## Steps to Create a Regular Plan [Skip link to Steps to Create a Regular Plan](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#steps-to-create-a-regular-plan)
### 1\. Login to the Portal [Skip link to 1. Login to the Portal](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#1-login-to-the-portal)
- Visit the [PortOne Admin Portal](https://admin.portone.cloud/).
- Enter your credentials and log in.
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### 2\. Navigate to the Subscriptions Section [Skip link to 2. Navigate to the Subscriptions Section](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#2-navigate-to-the-subscriptions-section)
- From the left sidebar, click on **Subscriptions**.
- Select the **Plan** option.
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### 3\. Click on Create Plan [Skip link to 3. Click on Create Plan](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#3-click-on-create-plan)
- Tap on the **"Create Plan"** button to begin creating a new plan.
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### 4\. Fill in the Plan Details [Skip link to 4. Fill in the Plan Details](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#4-fill-in-the-plan-details)
Provide the following details to set up the Regular Plan:
#### **Plan Name** · required [Skip link to [object Object]](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#plan-name-%C2%B7-span-stylecolorredrequiredspan)
- Enter the name of the plan.
- **Example**: "Monthly Fitness Subscription"
#### **Description** · required [Skip link to [object Object]](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#description-%C2%B7-span-stylecolorredrequiredspan)
- Add a brief description of the plan.
- Note: Maximum 100 characters are allowed.
- **Example**: "Access to premium fitness classes."
#### **Additional Notes** (Optional) [Skip link to [object Object]](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#additional-notes-optional)
- Toggle the checkbox to add additional notes.
- For each note, fill in the following:
- **Title**: Enter the note title.
- **Description**: Provide a detailed description of the note.
- You can add multiple notes if required.
#### **On Demand** [Skip link to [object Object]](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#on-demand)
- **Do not enable this option** for Regular Plans.
- This option is only used for charging flexible amounts when needed.
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### 5\. Set Plan Frequency [Skip link to 5. Set Plan Frequency](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#5-set-plan-frequency)
Define the billing frequency for the plan:
- **Every**: Enter a numeric value.
- **Example**: "1" (for one billing cycle).
- **Period**: Select the desired period from the dropdown menu:
- **Options**: Hour, Day, Week, Month, Quarter, Year.
#### Explaining Frequency and Period Fields [Skip link to Explaining Frequency and Period Fields](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#explaining-frequency-and-period-fields)
The **frequency** and **period** fields work together to define how often billing occurs. Examples are provided below:
- **D (Days)**: A period of `D` means each step is in Days.
- **W (Weeks)**: A period of `W` means each step is in weeks.
- **M (Months)**: A period of `M` means each step is in months.
- **Q (Quarters)**: A period of `Q` means each step is in quarters (3-month periods).
- **Y (Years)**: A period of `Y` means each step is in years.
The **frequency number** specifies how many intervals occur within the chosen period.
**Examples**:
- If frequency is `2` and period is `W`, the event will happen **every 2 weeks**.
- If frequency is `3` and period is `M`, the event will happen **every 3 months**.
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### 6\. Select Currency and Amount [Skip link to 6. Select Currency and Amount](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#6-select-currency-and-amount)
- **Currency**: Choose the applicable currency for the plan (e.g., `USD`, `VND`).
- **Amount**: Enter the fixed amount to be charged at each interval.
- **Example**: "50.00 USD"
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### 7\. Create the Plan [Skip link to 7. Create the Plan](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#7-create-the-plan)
- Review the entered details for accuracy.
- Click on the **"Create Plan"** button to finalize the plan setup.
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## Key Notes [Skip link to Key Notes](https://docs.portone.cloud/docs/creating-a-new-regular-plan\#key-notes)
1. **Mandatory Fields**: Ensure that _Plan Name_, _Description_, _Frequency_, _Period_, _Currency_, and _Amount_ are correctly filled.
2. **Regular Plan Configuration**: Do not enable the "On Demand" option for Regular Plans.
3. **Additional Notes**: Use this feature to provide extra information to customers as needed.
4. **Accuracy**: Double-check all entered details before creating the plan.
