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Create Membership Plan

Need to create a New Membership Plan?

Let’s take a look at how!

Navigating to Products

Navigate to Store using the side-navigation menu within the Admin Dashboard.

On this page, you’ll find the table containing your Store Products.

Support Docs - Products - Step 1

Above the table next to the title you’ll find a button to “Add New“. Click this and you’ll be redirected to the Add New Product page.

Include the Membership Plan Title in the product name field. Additionally, include a Description of the plan (optional).

Support Docs - Create Product - Step 1

 

At the bottom of the page, you’ll find the settings for your product.

Note: To create a membership plan choose “Simple Membership” from the drop-down menu.

Support Docs - Create Product - Step 3

 

Before you add the settings be sure to tick the Membership radio button above the settings to Disable Shipping on this product.

Under the “General” tab, enter the Subscription Price and set the frequency for when this subscription needs to be renewed.

If this is a temporary membership e.g. Free Trial be sure to set the “Expire after” field.

If you take “Set-up fees” you can include the fee here.

Support Docs - Create member plans - Step 1

The Free Trial field can be set if you wish to offer a trial period for this particular membership.

Note: It’s recommended to have a global Free Trial Membership that is limited to one-time use and expires after a period of time or by limiting the number of class check-ins.

 

Under the “Inventory” tab you can limit the number of memberships available for purchase.

Support Docs - Create member plans - Step 1

 

Under the “Advanced” tab you can Limit Memberships.

For example; Trial memberships should be limited to one-time use per customer.

Support Docs - Create member plans - Step 1

 

Under the “Store” tab you can set where payment for this membership should be made to.

Support Docs - Create Product - Step 10

 

Additional Settings

Select the Membership category under the Product Categories section.

Support Docs - Create member plans - Step 5

 

Add a Product Image to your membership plan to make it stand out on your Store.

Support Docs - Create Product - Step 14

 

Finally, before you “Publish” double-check visibility settings. It’s always good to “Preview” the product to see how it will look for your customers. Once you are happy hit “Publish“!

Support Docs - Create Product - Step 16

 

And that’s a wrap!

 

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