If you charge clients an initial onboarding cost, setup fees make it easy to collect that upfront payment directly through your service.
š Use Case
Letās say you run a design subscription. Before work begins, you might need time for onboarding, setting up systems, or doing initial strategy. Instead of manually invoicing this every time, you can add a setup fee so itās automatically included during checkout.
Step-by-Step Guide
1. Create or Edit a Service
Go to Services and either:
Create a new service, or
Edit an existing one
2. Add Pricing Details
Set your pricing as you normally would:
Subscription or one-time price
Billing cycle
Credits
3. Enable Setup Fee
Scroll down to the Setup Fee section.
Toggle āCharge a setup feeā ON
Enter the amount you want to charge
Example:
Setup fee: $500
This will be charged once at checkout, on top of the regular price
4. Save Your Service
Once saved, the setup fee will automatically apply when clients purchase the service.
What Happens Next?
The setup fee is charged only once, during the initial checkout
It is separate from recurring subscription payments
Clients will clearly see this fee before completing their purchase