Estimated time to complete: 3 min per plan
How to Set Up Membership Plan Video
Now that you’ve set up your base membership, you can start adding all your membership plans (e.g., individual, family, senior, etc.)
If you have geographic boundaries that determine who can purchase your memberships, please set up your boundary before completing this module. A how-to guide is available here.
- Navigate to your Manager Dashboard and select Membership Types
- Then next to the base membership you made in the previous module you will click on Create New Plan
- Next, enter your Plan Information starting with your Plan Name (ex. Individual Membership, Family Membership, Senior Membership, etc)
- Optionally you can enter a Plan Description (ex. Family memberships are for two adults and children residing in the same household)
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Next, you will select your pricing, either Fixed Price, User Specifies, or Free Lifetime
NOTES: If you select Free Lifetime as your price category, please note that Free Lifetime plans cannot be purchased by users. They can only be assigned by an administrator and will remain active until cancelled by an administrator.
If you are selecting User specifies, users will not be able to set automatic renewals for this plan. - Optional : Select the Associated Boundary if your membership can only be purchased in certain geographic regions
- Select Multiple People if this plan includes more than one person, so the system prompts the member to add the additional individuals
- Select if the plan is for Businesses/Corporations
- Click Save. If you need to create more Plans repeat steps 2-9