> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wegive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Enabling Recurring Plan Management in the Donor Portal 

> WeGive Help Center article: Enabling Recurring Plan Management in the Donor Portal 

This guide walks you through letting your supporters view and manage their recurring giving plans from their donor portal. There are two parts: making the **Recurring Plans** page visible in the portal, and (optionally) allowing donors to manage their **offline** recurring plans.

## Before you start

* You'll need access to **Profile Settings** in your WeGive dashboard.

## Step 1: Show the Recurring Plans page in the portal menu

This makes the **Recurring Plans** page available to donors so they can review and update their active plans.

1. Go to **Profile Settings**.
2. Open the **Navigation** tab.
3. Find the **Recurring Plans** row.
4. Turn on **Include in menu** so it appears in the portal navigation menu.
5. (Optional) Turn on **Include in header** to also surface it in the portal header.

Once enabled, signed-in donors will see **Recurring Plans** in their portal and can update details like amount, frequency, payment method, designation, and end date on their active plans.

## Step 2: Allow donors to manage offline recurring plans

An *offline* recurring plan is one without a saved payment method on file (for example, a plan originally set up to be paid by cash or check). By default, donors cannot manage these plans. Turning this setting on lets donors add and confirm a payment method so the plan can continue.

1. Go to **Profile Settings**.
2. Open the **Advanced Settings** tab.
3. Select **Recurring** from the left-hand list.
4. Under **Offline Recurring Plans**, choose one of the following:

   * **No, lock offline recurring plan management.** — Donors cannot edit or confirm payment information on offline plans.
   * **Yes, allow donors to edit and confirm payment information on their offline recurring plans.** *(default)* — Donors can add and confirm a payment method on their offline plans.

**Note:** the underlying setting defaults to **Yes** (allowed) for new organizations — if you want offline plans locked down, you'll need to explicitly switch this to **No**.

### What donors see when this is enabled

When a donor signs in and has an offline recurring plan that is missing a payment method, the portal prompts them with a message:

**Oops! You are missing a payment method.** You are currently missing a payment method on your recurring plan, please click here to confirm your payment method.

They can choose **Confirm My Payment Method** to add one now, or **Do This Later** to dismiss the prompt.

## Step 3 (Optional): Restrict designations on recurring edits

If you want to limit which designations donors can choose when editing a recurring plan that has no assigned checkout, use the **Recurring Plan Edit Checkout** setting:

1. In **Advanced Settings → Recurring**, find **Recurring Plan Edit Checkout**.
2. Use the **Recurring Edit Checkout** search field to select the checkout whose designation options should apply.

When set, donors editing a plan without an assigned checkout will only see the designations allowed by that checkout.

## Saving your changes

Be sure to save your changes before leaving Portal Settings. Your updates take effect for donors the next time they sign in to the portal.

## Troubleshooting

**Donors don't see the Recurring Plans page.** Confirm **Include in menu** is turned on under Navigation, and that the donor is signed in to their portal.

**The "confirm payment method" prompt isn't appearing.** This prompt only shows for donors who have an offline recurring plan that is missing a payment method, and only when **Offline Recurring Plans** is set to "Yes." Donors with an active payment method already on file won't see it.


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