Product guides

Start with what you want to sell. Open a guide for the steps, then use the sidebar to move between related topics.

Choose a starting point

• Sell a course or workshop: Create your first checkout, then add it to your site. The course example shows the SDK call.
• Sell event tickets: Create a checkout and open it from your event page.
• Sell with a deadline: Create a promo, set its tiers, and follow the event merchandise example.

Browse every guide

Migration guides

Move an existing implementation to the current SDK without replacing your billing rules.

• Migrate from Plandalf v1: Replace v1 paywall dispatchers with React or JavaScript gates, approved offers, and verified billing sync.

Checkouts

Create the thing you sell, shape the buying flow, and put it on your site.

• Offers overview: Understand Plandalf Offers: hosted checkout pages, embedded checkout flows, products, prices, add-ons, order bumps, upsells, save offers, and purchase context.
• Create your first offer: Create a checkout offer that can be hosted, embedded, tested, and connected to follow-up workflows.
• Templates: Use offer templates to start from a proven checkout structure instead of building every page from scratch.
• Design your checkout: Customize offer pages, blocks, themes, mobile behavior, and brand details without changing your site embed code.
• Products: Attach products and prices to offers so checkout sessions, invoices, and integrations carry clean catalog context.
• Pricing models: Model one-time prices, subscriptions, tiered pricing, volume pricing, trials, discounts, and promo-driven price changes.
• Add-ons and variants: Let customers add related products, variants, upgrades, and optional line items during checkout.
• Multi-page flows: Split longer checkouts into focused pages for plan selection, buyer details, payment, upsells, and confirmation.
• Add to your site: Add Plandalf offers to any site with declarative attributes or programmatic SDK calls.
• Buy buttons: Create buttons and links that open a Plandalf offer in the right frame with the right customer and promo context.
• Returning customers: Use identity and session continuity so returning customers can resume a checkout or buy with the right account context.
• Hosted checkout: Plandalf's hosted checkout — managed URL, theme-able down to fonts and layout, with test and preview sessions.
• Order bumps: Add a one-click companion product inside the same checkout, then test the selected line item, invoice, taxes, coupons, webhooks, and automation context.
• Save offers: Present a discount, plan switch, pause, or deadline-bound offer when a subscriber starts a cancellation path.

Promos

Set up deadlines, countdowns, tiers, and the checkout handoff.

• Timers and promos overview: Use Plandalf timers and promos to coordinate deadline campaigns across pages, emails, CTA links, and checkout prices.
• Countdown timers: Embed countdown timers on pages and in email while keeping the timer connected to the campaign state.
• Create a promo: Create a deadline promo that can drive countdowns, active tiers, redirect targets, and checkout price changes.
• Tiers and timing: Model campaign phases so each deadline window can change copy, CTA targets, and checkout prices.
• CTA links and redirects: Use promo links and participant references so campaign CTAs send each visitor to the right destination.
• Embedded promos: Embed a promo countdown and a Plandalf checkout on the same page so deadline state and pricing stay aligned.
• Hosted landing pages: Use Plandalf-hosted promo pages when you want the campaign URL, deadline state, and checkout handoff in one place.
• Promo reporting: Track promo participants, tier state, CTA clicks, checkout handoff, and paid outcomes for deadline campaigns.

Affiliates

Carry referral context through the buying journey.

• Affiliate program overview: How Plandalf records partner clicks, attributes paid sales, handles subscriptions and keeps commissions and payouts auditable.
• Affiliate program quickstart: Create a program, capture partner clicks with the tracker or SDK, run a test sale and confirm the setup checklist.
• Plandalf Affiliates with Plandalf checkout: Set up native affiliate tracking for Plandalf checkout, understand automatic attribution, and verify subscription commissions.
• Affiliate tracking for subscriptions: Attribute the first subscription payment, match each renewal to the same customer, and verify recurring commissions.
• What's live in Affiliates: A source-backed status matrix for affiliate tracking, commissions, Stripe, payouts, notifications, exports and planned platform sources.
• Referrer badge and referral handle: Use the live referral handle, declarative badge, events and holdout setting without implying checkout-badge or React component support.
• Partner launches with countdowns: Attach Plandalf promos to partner links, show page badges and countdowns, and avoid overclaiming redirect behavior.
• Partner portal and join form: What partners can do today: apply, sign in by magic link, view referrals and payouts, accept terms and manage payout enrollment.
• Other checkouts and platforms
  • Affiliates with any checkout or platform: Credit partners for custom checkouts and third-party platforms by carrying the referral token and reporting paid sales through the sales API.
  • Affiliates with Stripe: Enable the native Stripe affiliate source, attribute Checkout, Payment Links, invoices, refunds, credit notes and disputes, and backfill safely.
  • Affiliates on WordPress: Current WordPress affiliate status: use the sales API today; affiliate plugin tracking and reporting features are planned.
  • Affiliates on Shopify: Current Shopify affiliate status: the app is planned, so use the sales API or Stripe source today.
  • Affiliate sales API: Report sales and refunds from any checkout or automation tool with idempotent source events, test-mode separation and traceable responses.
• Commissions and payouts: How Plandalf decides commissions, handles subscriptions and money events, exports reports and prepares partner payouts.
• Pay partners: Review affiliate balances, pay manually or through PayPal, and record completed payments.
• Move your program from Tolt: What is live for migration today: manual compatibility keys and sales reporting; importers and presets are planned.
• Compatibility keys: Use the live flat referral compatibility settings for link parameters, globals, cookies, metadata keys and outbound decoration.
• Check tracking and fix missed credit: Use setup evidence, direct-sale visibility, Stripe source status and sale attribution traces to diagnose missed affiliate credit.
• Launch your affiliate program: Verify your first sale, subscription renewal, refund, and payout balance before inviting partners.

Platforms

Pick the setup that matches your site, app, and payment account.

• Platforms overview: Choose the right install path for Plandalf across custom HTML, React, Next.js, Webflow, Shopify, WordPress, Stripe, and PayPal.
• Custom HTML: Install Plandalf on any HTML page with one script tag, checkout attributes, inline mounts, and optional promo widgets.
• React app: Install Plandalf in a React app with checkout attributes, the browser SDK, or the React provider and hooks.
• Vue: Add Plandalf checkout buttons, a promo countdown and an affiliate referral badge to a Vue 3 application.
• Custom API: Send checkout data to your own endpoint, inspect the response, and replay the request before enabling a sequence.
• Next.js: Add Plandalf checkout, promo countdowns and affiliate referrals to Next.js App Router, with SDK readiness and route cleanup.
• Webflow: Set up Plandalf checkout buttons, promo countdowns, and affiliate referrals on a Webflow site, then verify each customer journey.
• Carrd: Add a Plandalf hosted checkout button to Carrd, understand the Pro Standard embed requirement, and verify the published buyer journey.
• Shopify: Use Plandalf beside Shopify for focused offers, campaign pages, paid upgrades, deadline promos, and checkout flows outside the native cart.
• WordPress: Add Plandalf checkout buttons, inline embeds, countdown widgets, and customer identity to WordPress pages.
• MemberPress: Install the Plandalf WordPress plugin, map MemberPress memberships to checkout prices, and verify purchase events and protected-content access.
• beehiiv: Add a Plandalf hosted checkout to beehiiv posts and website pages, then optionally add a promo countdown to email.
• MailerLite: Connect paid Plandalf purchases to MailerLite subscribers and groups, then verify email countdowns and affiliate links.
• Circle: Prepare a Plandalf checkout for a Circle community, configure member actions, and verify paid access, promos and referrals.
• Stripe: Connect Stripe as the payment account behind Plandalf offers, then test checkout, products, prices, and payout behavior before going live.
• PayPal: Offer PayPal as a payment option on Plandalf checkouts alongside cards and your broader offer flow.
• Tolt with Plandalf checkout: Capture Tolt referral IDs in Plandalf checkout, configure the paid-invoice automation, and keep Tolt tracking separate from native Plandalf Affiliates.
• MemberPress: Sell MemberPress memberships through Plandalf checkout. MemberPress keeps members, access rules and the account page; Plandalf runs the checkout, payment and renewals.
• MemberPress reference: How the Plandalf for MemberPress plugin connects, links prices to memberships, renders checkout, receives signed purchase events, and records members, transactions and subscriptions.

Integrations

Connect the apps your automations call, then build the sequence that uses them.

• Automations overview: How Plandalf Automations work: sequences, the built-in triggers and steps, data from earlier steps, removing access on refund, testing safely, and connecting apps like Kit, Slack and Tolt.
• Circle setup: Connect Circle to Plandalf to add buyers to your community and the right spaces, remove them on refund, update member profiles, and start sequences when members join.
• Kajabi setup: Connect Kajabi to Plandalf with Public API credentials, then grant buyers a Kajabi offer when they pay, revoke it on refund, and tag them as contacts.
• Kit setup: Connect Kit (formerly ConvertKit) to Plandalf, then tag buyers, untag them on refund, add them to forms and sequences, and start automations from Kit events.
• MailerLite setup: Connect MailerLite to Plandalf with an API token, then add buyers to groups, remove them on refund, update their fields, and start sequences from new subscribers.
• Slack setup: Connect Slack to Plandalf to post new purchases, renewals, upsells and refunds to a channel, and to get alerts when an automation fails.
• Teachable setup: Connect Teachable to Plandalf with an API key, then enrol buyers in the right course when they pay and remove them from it when they are refunded.
• Thinkific setup: Connect Thinkific to Plandalf with your school subdomain and API key, then enrol buyers in courses or bundles and end their access when they are refunded.
• Tolt setup: Connect Tolt to Plandalf, pass Tolt referral IDs into checkout, and record a Tolt transaction for every paid invoice an affiliate referred.

For code-level arguments and return values, use the @plandalf/sdk reference or @plandalf/react reference.