Creating Membership Plans

Set up flexible membership plans with different pricing tiers, billing cycles, and access levels for your community.

Prerequisites: You need to have Stripe integration configured and at least one site created before setting up membership plans.

Step 1: Navigate to Memberships

From your dashboard, click on "Memberships" in the main navigation menu.

Step 2: Create a New Plan

Click the "New Membership Plan" button to start creating your plan.

Step 3: Plan Details

Fill in the basic information for your membership plan:

Name: A clear, descriptive name (e.g., "Basic Membership", "Premium Access")
Description: Detailed explanation of what the plan includes
Price: Set the price in cents (e.g., 2900 for $29.00)
Currency: Choose from USD, EUR, GBP, AUD, or NZD

Step 4: Billing Configuration

Configure how and when members will be charged:

Billing Cycles

Cycle	Description	Use Case
`Once off`	Single payment	Lifetime access, event tickets
`Weekly`	Every 7 days	Short-term programs
`Monthly`	Every month	Standard memberships
`Quarterly`	Every 3 months	Seasonal programs
`Annually`	Every 12 months	Yearly memberships with discount

Billing Start Date

Signup Date: Billing starts immediately when user signs up
First of Next Month: All subscriptions align to calendar months

Step 5: Stripe Integration

Connect your plan to Stripe for payment processing:

Enter your Stripe Price ID (from your Stripe dashboard)
Ensure the Stripe price matches your plan configuration
Test the integration before going live

Important: The Stripe Price ID must match exactly with your plan's price, currency, and billing cycle. Mismatched configurations will cause payment failures.

Step 6: Site Assignment

Choose which sites this membership plan will be available on:

Select one or more sites from your account
Plans can be available on multiple sites
Each site can have different plans available

Step 7: Review and Create

Before creating your plan, review all settings:

Double-check pricing and currency
Verify billing cycle settings
Confirm Stripe Price ID is correct
Ensure correct sites are selected

Warning: Once created, membership plans cannot be modified. You can only deactivate them and create new ones. Make sure all details are correct.

Managing Active Plans

After creating plans, you can:

View all active plans in the memberships dashboard
Monitor subscription counts and revenue
Deactivate plans (existing subscriptions continue)
Create new versions of plans with updated pricing

Best Practices

Start Simple: Begin with 1-2 plans and add more as needed
Clear Naming: Use descriptive names that members will understand
Test Everything: Always test the complete signup and payment flow
Monitor Performance: Track which plans are most popular
Annual Discounts: Consider offering discounts for yearly plans

Troubleshooting

Common Issues

Payment Failures: Check Stripe Price ID matches plan configuration
Plan Not Visible: Ensure plan is assigned to the correct site
Currency Errors: Verify Stripe account supports the selected currency

Success! Your membership plan is now active and available for users to subscribe to on the selected sites.