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You do not always need to charge upfront. Kelviq lets you offer completely free plans or time restricted trials to help acquire users.

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Free plans

Use a free plan to offer a permanent zero cost tier. This is perfect for open source products, lead magnets, or a basic hobby tier where you want to gather signups without requiring a credit card.
  1. Open your draft plan
  2. Toggle the switch in the top right from Paid to Free
  3. Save your changes
Users who select this plan bypass the payment step entirely. They still get access to the customer portal and any deliverables or entitlements attached to the plan.

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Free trials

Free trials let customers test a paid plan for a specific number of days before their card is charged.
  1. Open a paid plan draft
  2. Select your billing cycles like monthly or yearly
  3. Enable the Free trial toggle
  4. Enter the number of days the trial should last
When a customer signs up they must enter a valid payment method. We authorize the card but do not charge it. When the trial period ends Kelviq automatically charges the card and begins the regular billing cycle. If the user cancels before the trial ends they are not charged.