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This guide takes you from no plan to a running subscription in the dashboard. You create a monthly plan with a 14-day free trial, pay for it yourself as a test buyer, then move the subscriber to another plan and cancel. Everything runs in Test mode, so no real money moves. How subscriptions behave over their life, and the same actions from code, are on the Subscriptions page.

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Before you start

  • An AgentaOS account. The dashboard opens in Test mode. You only need to verify your business to take real money: see Go live.
  • A second browser, or a private window, to act as the buyer.
  • The test card 4242 4242 4242 4242, with any future expiry date and any CVC. Type it only into the card form on the checkout page.

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Create the plan

1

Start a new product

In the sidebar, click Products, then click New product.
2

Name it

Under Details, type a Product name, for example Pro. Buyers see the name and the description on the checkout.
3

Set the price

Under Pricing, type the price, for example 29, and pick EUR or USD. Click Subscription, then Monthly.
4

Add the trial

In Free trial (days), type 14. Leave Trial price empty for a free trial.
5

Create it

Click Create product. The next screen says “Pro is live”. Live here is the product’s word for published. You are still in test mode.
Click View product to open the plan’s page.
The product page for Pro: Active, Subscription, EUR, €29.00 per month, VAT added at checkout, with the buttons Copy link, Edit, Copy to live, Preview, QR code, and Deactivate.

The plan's page. Copy link gives you the link for buyers.

Click Copy link and send the link to a buyer: in an email, on your pricing page, or in a post. One link works for every buyer. To show the checkout on your own site instead, open Building this into your site? on the plan’s page. Under Embed on your site, click Copy snippet and paste it into your page. The snippet works only on sites you approve under Settings → Developers → Approved sites. See Embedded checkout.

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Take the first subscriber

Open the link in your second browser and pay as the buyer.
1

Fill in the buyer details

Type an email such as buyer@example.com and pick a Country. The checkout shows Due today €0.00 and the monthly price after the trial, with any VAT for that country.
The checkout for Pro with the buyer's email, name, and Germany filled in. The summary shows Pro €29.00, Tax 24% €6.96, and Due today €0.00, then €35.96 a month after the 14-day free trial.

The first checkout step for a plan with a free trial.

The 24% is the Estonian rate. The checkout charges it to every EU consumer while AgentaOS sells under the EU distance-selling threshold. See How tax works.
2

Continue to payment

Click Continue to payment.
3

Enter the test card

Type 4242 4242 4242 4242 in Card number, any future date in Expiration date, and any three digits in Security code.
4

Start the trial

Click Start 14-day free trial. The checkout confirms “Trial started” and €0.00 due today.
The confirmation page: Trial started, €0.00 due today, then €35.96 a month after your 14-day free trial, and Card saved with AgentaOS.

What the buyer sees after starting the trial.

The buyer and you each get an email that the trial started. The first charge happens on the day the trial ends.

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See the subscriber

In the sidebar, click Subscriptions. The new subscriber shows with the status Trialing and the date of the first charge under Renews.
The Subscriptions list with one row: Alex Buyer, buyer@example.com, Trialing, Pro, €35.96/mo, renews Oct 12, 2026.

The first subscriber, in their free trial.

The price in the list includes any VAT the buyer pays, so it can be higher than the plan price. Click the subscriber’s name to open the subscription.
The subscription page for Pro: €35.96/mo, Trialing, with the customer's name and email, the plan details, and the buttons Change plan and Cancel subscription.

The subscription page. Change plan and Cancel subscription are on the right.

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Change their plan

A plan change needs a second plan in the same currency and with the same interval. Create a product named Pro Plus at 49, Subscription, Monthly, the same way as above.
1

Open the dialog

On the subscription page, click Change plan.
2

Pick the new plan

Pick Pro Plus from the list. The dialog shows what is due today and the price from the next renewal.
3

Confirm

Click Confirm change. An upgrade applies at once, so the subscription now shows Pro Plus.
A move to a cheaper plan waits for the end of the period. The dialog says “No charge today” and the date the change takes effect.
The Change plan dialog with Pro at €29.00 a month selected. It says No charge today, and Takes effect Oct 12, 2026, then €35.96 a month.

A downgrade back to Pro: nothing is charged today.

After you confirm a downgrade, the subscription shows Scheduled change with the new plan and its start date. To drop the scheduled change, click Change plan again and pick the plan marked “current plan”.

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Cancel

1

Start the cancellation

On the subscription page, click Cancel subscription.
2

Confirm

Read the dialog, then click Cancel subscription again.
The Cancel subscription? dialog. It says the subscription stays active until the end of the current period, Oct 12, 2026, the customer keeps what they have paid for, and there is no refund.

Canceling keeps the period the buyer already has.

The status changes to Cancels followed by the end date. The subscriber keeps access until then, and nothing more is charged. To keep them after all, click Resume subscription before that date.

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From code: subscribe a signed-in user

When the buyer already has an account in your app, create the checkout from your server with the plan’s link ID and your own user ID in metadata. Use these pages:
  • Subscriptions in the SDK: the checkout call for a signed-in user, and how to match renewals to your user.
  • Paywall for logged-in users: the complete integration, as a runnable demo app with the user’s invoices and plan management.
  • Subscriptions: creating plans, listing subscriptions, plan changes, and canceling from code.

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Next steps

Subscriptions

Trials, plan changes, cancellation, and the code for each.

Discount codes

Give new subscribers money off their first invoice.

Receive webhooks in Express

Unlock access when a subscriber pays.

Go live

Take real payments.