Setting Up Membership Plans & Pricing

Each membership can have multiple pricing plans — different ways for customers to pay for the same membership. For example, a single membership might offer a Monthly plan, an Annual plan, and an Early Bird promotional plan.

Adding a Plan

1. Go to Admin → Memberships → [membership] → Settings
2. Scroll to Pricing Plans
3. Click Add Plan
4. Fill in:
   • Name — what the customer sees (e.g., “Annual Plan”, “Monthly Plan”)
   • Price — the billing amount
   • Duration — billing interval in months (e.g., 1 for monthly, 12 for annual)
   • Initiation fee (optional) — a one-time fee charged at sign-up in addition to the first billing period
   • Description (optional) — additional detail shown to customers during checkout
5. Save

Active vs. Displayed

Each plan has two independent toggles:

• Active — whether the plan can be sold at all
  • Active: can be purchased by customers or assigned by admins
  • Inactive: cannot be sold or assigned to new members. Existing members on this plan continue as normal
• Displayed publicly — whether the plan appears on the public memberships page
  • Displayed: customers can see and purchase it
  • Hidden: only admins can sell or assign it

This gives you four combinations:

Direct Purchase Links

Every plan has a direct purchase link that you can copy and share. This works even for hidden plans — useful for sending a private sign-up link to a specific customer or group without listing the plan publicly.

To copy: click the link icon next to the plan on the Settings page.

Promotional Text

Use the Promo text field to add a promotional label that appears on the membership listing (e.g., “Most Popular”, “Save 20%”). This supports strikethrough formatting using ~~text~~ — for example, ~~$149~~ $99 renders as $149 $99.

Reordering Plans

Drag and drop plans to change the order they appear to customers on the membership page and at checkout.

Deleting a Plan

A plan can only be deleted if no members have ever purchased or had it. If members exist or have existed in the past, deactivate it instead — existing members keep their billing, but no new members can be added.

See Selling a membership to customers for how to enroll customers on a specific plan.