Plan Settings Overview
The Plan Settings panel controls how trial periods and default plans work on your AnmarBookings platform. As a platform owner, these settings affect how new accounts are onboarded and what happens when a trial expires.
This applies both to single-vendor installs (one business using plans internally) and multivendor marketplaces (where vendors sign up to different subscription plans).
In this guide, we’ll cover how to choose the trial plan, configure the trial length, and decide what happens when a trial ends.
1. Accessing Plan Settings
To open the Plan Settings page:
- Log into the WordPress Admin Dashboard.
- Go to Administration → General → Plan Settings in the top navigation.
- Use the left sidebar to switch between Page Settings, Booking Settings, Plan Settings, User/Password Settings, and Placeholder Images.
Only users with administrator-level access should change these settings, as they directly affect billing and vendor onboarding behaviour.
2. Default / Trial Plan
The Default/Trial Plan is the plan automatically assigned to new accounts when they first register on the platform.
- Multivendor Example: Choose a Pro Plan or similar to give new vendors a full-featured trial (access to bookings, calendars, and core marketplace tools).
- Single Vendor Example: Use a trial plan that unlocks all staff features so your internal team can test the system before committing to a paid license.
Make sure the plan you select here exists in your Plans / Subscriptions configuration and is configured with the correct features and limits.
3. Trial Period (in days)
The Trial Period defines how long new accounts stay on the trial plan before they are downgraded or prompted to upgrade. The value is configured in days.
For example, a value of 14 means each new vendor or business gets a 14-day trial starting from the moment their account is created.
Recommendations
- Multivendor marketplace: 14–30 days is typical. Long enough for vendors to set up services and test bookings, but short enough that they feel encouraged to upgrade.
- Single vendor business: 7–14 days is often sufficient if you’re only testing internally before going live with real customers.
Remember that this is a platform-wide value: changing it affects all new signups going forward. Existing trial accounts usually keep their original expiry date.
4. Expired Plan Fallback
The Expired Plan Fallback determines which plan a user is moved to when their trial period ends and they have not upgraded.
- Free Plan: Common fallback that lets vendors keep basic visibility (e.g., simple listing, limited bookings) while losing premium features until they upgrade.
- Limited Plan: You can create a restricted “Starter” plan with tight limits (few staff, few bookings) and use that as the fallback to encourage upgrades.
Multivendor vs Single Vendor
- Multivendor marketplace: Use a fallback that keeps vendors live but clearly indicates the need to upgrade (e.g., watermark, reduced capacity, or fewer features).
- Single vendor business: Use a simple “Free” or “Internal” fallback that effectively locks premium features but still allows admin access for evaluation.
If no fallback plan is configured correctly, vendors may end up with confusing access levels when their trial ends, so double-check this setting.
5. Best Practices
- Clearly describe the trial and fallback behaviour on your pricing and signup pages.
- Test the full flow with a dummy vendor account before inviting real vendors.
- Combine email notifications or in-dashboard banners to remind users as they approach the end of their trial.
Need more help? Visit the AnmarBookings Documentation Hub for more details on plans and subscriptions.
Article last updated: November 2025