Custom Access Membership

Configure Custom Access Membership

1: Create New Membership Plans (Free or Paid)

To create new Membership Plans:

In the side panel, click Membership.
Click Membership Plans.
Click + New plan, and complete the fields.
Pricing. Select the plan type
For paid plans:
Click Paid.
Choose a billing cycle (weekly, monthly, or yearly)
Enter a price into the Price field.

Note

Paid plans by default are set to auto renew.

For free plans:
Click Free.

Assign pages. Select the pages that only members with this plan will have access to. If a page isn't assigned, members only assigned to this plan won't have access to any pages.
Members with this plan. If there are already site members, they can be added to free plans here. Members are not yet able to be added to paid plans.

Click Save.

2: Configure Member Sign-Up or Purchase Availability

Once a plan has been created, if you want site visitors to be able to sign-up or purchase a plan, a button for the plan will need to be added to the site.

If you will only be giving access by assigning members, this step can be skipped.

To add a button to the site and configure it for a membership plan:

Navigate to the desired location for the button.

Tip

If there are multiple plans and you would like to add a section comparing the available plans, there are pre-designed sections. There is a category in Sections titled Plans with a variety of options.

In the side panel, click Widgets.
Search for the Button widget. Click and drag the widget to the location you want in the site.
Click the widget to open the content editor.
Enter the text for the button.
In the link picker options, click Membership plan checkout and click into the drop down menu to select the desired plan for the button.

3: Connect Payment Gateway

If you will only be offering free memberships, this step can be skipped.

To accept payments for paid membership plans, Stripe needs to be connected to accept payments. Note that if you disconnect your Stripe account, all active memberships will be canceled.

To connect Stripe to accept payment for membership plans:

In the side panel, click Membership.
click Membership Plans.
At the top of the page, click connect a payment gateway. Alternatively, in the side panel click Settings, and then click Payment gateways.
Currently, you must connect Stripe as the payment gateway. Next to Stripe, click Connect.
Follow instructions to log in and set up Stripe. To manage changes to your Stripe account, click Manage.

Discounts in Membership

Note

Discount will apply to duration of membership. It is not able to be set as a one time discount.

In the side panel, click Membership.
Click Settings, then click Discount.
Click +Add discount.
Complete the fields.

Name. Internal name for the discount. It is only visible to you and will not be seen by shoppers.
Effective date. When the discount will become available.
Expiration date. When the discount expires.
Usage limit per customer. How many times the same customer can use the discount code.
Total usage limit. How many times the discount code can be used in total by all customers.
Combine with other discounts? Whether or not this discount code can be used at the same time as other discount codes when checking out.
Select your discount type. A percentage or specific amount off.
Percentage off or Amount off (dependent on the selected discount type).
How will customers apply this? There is currently only one option and by default, it is selected.
Enter the discount code. The code you would like customer's to enter.

Edit and Delete Membership Plans

To edit or delete existing plans:

In the side panel, click Membership.
Click Membership Plans.
Click the three dots () icon next to the plan you want to edit or delete.

Edit membership plan. Edit any details, add additional assigned pages or members, and then click Save.

Note

You cannot change a plan from Free to Paid if there are members on the Free plan.
Changing the price of the plan will only apply to members that sign up after the price has been changed.

Delete membership plan. Click Delete to confirm.

Warning

Deleting a plan will cancel any existing subscriptions prompting an automated email to any members informing them of the cancellation.

Member Emails

The following emails can be sent to members:

Confirmation of purchase.
Notification once membership has been approved (if memberships need to be approved).
Notification if their payment declines. A link will be provided in the email to update their payment information.
Confirmation of cancellation at the time of cancellation (whether by the site admin/client or the member).
Follow up confirmation of cancellation at the end of the membership period.
Notification when a refund has been provided.

Site Admin / Client Emails

The following emails can be sent to site admins or clients you have added to the site:

Membership requests (if memberships need to be approved; only those approved will receive them).
Copies of customer notification emails if enabled in the Store Business Info.

To enable copies of customer notification emails:

In the side panel, click Membership.
Click Settings, then click Store Business Info.
Fill out all the fields.
In the Contact email field, enter in the email that should receive notifications.

Note

Currently, only one email address can be entered into the field.

Click the box under the field, Send me copies of customer notification emails.
Click Save.

When will a member's access end after they cancel?
It will end at the end of their membership period.
What payment gateways are available?
Currently, the only available gateway for memberships is Stripe.
Can a current member apply a coupon or discount?
Currently, a coupon or discount is only apply to be applied at the time of purchase.
Can a coupon or discount be set to apply to just the first charge?
Currently, a coupon or discount will apply to the duration of the member's membership.
Member's are logging in, but don't see any of the member pages.
If member's are logged in, but don't see any of the membership pages, it could be that the pages are in a different membership plan than the member or not in a membership plan.

To ensure the pages and members are in the desired plan:

Access Membership Plans (In the side panel, click Membership > Membership Plans).
Click the three dots (three gray horizontal dots) icon next to the plan you want view, then select Edit membership plan.
In the Assigned pages section, ensure the desired pages are listed. If they are not, add them here.
In the Members with this plan, ensure the member that is not able to see the pages is listed. If they are not, they can be added if the plan is free (members are not currently able to be added to paid plans)
Can I edit the checkout screen/page?
Yes, there are some available options that include:

Use a separate field for first name and last name
Use a separate field for customer’s street name and number (Some countries require 2 separate address fields by default, regardless of your setting here).
Requesting customer's phone number (some countries require this by default, so it might appear at checkout even if you don't select it).

Note
Currently, the design of the checkout is not able to be edited.

Edit the Checkout Page Options

To edit the checkout page:

In the side panel, click Membership.
Click Settings, then click Checkout.
Can I redirect members after purchase to a specific page?
There's a button to go back to the homepage, though currently, redirects are not able to be setup.
Will the member receive an email if their plan is changed?
No, at this time, members don't receive notification for plan changes.
Can a member sign up or purchase multiple plans?
Yes, a member can sign up or purchase multiple plans.
I set up taxes, but they are not being applied at checkout.
Taxes are not currently able to be applied to memberships.

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Custom Access Membership