Membership Levels Setup

We now support you offering membership levels (free and paid) on the platform.

We now support you offering membership levels (free and paid) on the platform. If you have memberships added on your account, the you will be able to set up your membership levels for the registration widget, link it to your Stripe account (currently this is the only payment provider we support for paid memberships due to the recurring billing support) and, optionally, set up different pricing for customers on the different membership levels by using our B2B system.

Optional: Set up B2B companies for each membership level

You only need to do this if you want to offer different pricing rules for the different membership levels. If the membership levels do not affect your pricing, then you can skip this section.

Each membership level has the option to link it to a B2B company so that you can provide different pricing to your customers based on their selected membership level.

Set up a B2B company, exactly as you would for a normal B2B company, but it is advised to set the company name as the membership level so that it is easily identifiable in the step below. You can skip most of the settings as you are not linking users to it (this is done automatically by the membership system), nor do you need to set up credit limits.

Once you have set up your B2B company, you can create rules (see section 9 onwards in the above guide) that are applied only to the relevant B2B company, or in this case, membership levels that the customer is logged in to.

Setting up Membership Levels

In Travelify, go into More Tools > Membership Levels (this option will need enabling for you) and this is where you set up pricing for each of your membership levels and is used by the "Member Registration Form" widget to pick up the options to display to your customers.



Before setting up this section, if you are taking payment for your membership levels, you will need to ensure you set them up in your Stripe account first as you will need the Price ID for each of the product/price options. Please ensure you set up your product (Membership Level) and then one or more price options within a product which relates to the billing amount & period (monthly/annually).

You will also need to ensure that your Stripe account is correctly set up in your suppliers in Travelify. You will need to ensure that you set up a webhook in your Stripe account (contact us for assistance) so that we are notified when their paid subscription is renewed.

Create a new Membership Level in Travelify and complete the information about that level (see example below for a Basic Tier level that is set up for £10 per month and is linked to a Stripe price with the same setup):

IMPORTANT: If you ever want to change the pricing on your membership levels, remember that you MUST update in both Stripe and Travelify to ensure you are linking your membership level in Travelify to the correct Price ID in Stripe!

Widget Setup: Setting up Member Registration Form widget

When you set up the Member Registration Form widget, you will see two options which are linked to the membership levels:

Membership Level Enabled: this must be enabled for the registration form to display the different levels to your customers and allow them to select the correct level they want to register with.

Voucher/Discount Code Enabled: this enables an option on the payment page for customers to enter a discount code to obtain cheaper membership - this uses Stripe discount codes and so if you want to use this, you must set up the discount codes within Stripe with the rules required to validate them. As the billing is all handled by Stripe, we validate the discount code with them and the pricing of the membership is adjusted accordingly to your rules. If you are not going to use discount codes for your membership, it is advised to disable this option so not to distract customers for registering.

Widget Setup: Setting up Member Account Manager widget

This widget normally offers the ability to customers who login to see thier account, edit basic information such as their contact details, view their orders, and when enabled, allow them to see their current membership level and also upgrade/downgrade their membership.



In the "Layout" settings tab are two options linked to the membership levels:

Manage Membership: this should be enabled if you want to allow customers to view and manage their membership level (upgrade/downgrade).

Voucher/Discount Code Enabled: this is exactly the same as above, allowing you to enable/disable Stripe discount code support for the membership level pricing.

Travelify Admin: Viewing/managing customers linked to memberships

When you go into a member CRM record, you will see the following settings:

Membership Level: this is a dropdown of your membership levels and allows you to manually assign a customer to a membership level.

Membership Subscription ID: this is the Stripe subscription identifier for their membership. You can copy this and search in your Stripe account to find their subscription.

Membership Expiry: this is the expiry date of their current membership period - this will automatically extend each time their subscription renews in your Stripe account. If their payment fails or they cancel their membership outside of our platform, then this will not be extended and their membership will be disabled on the date shown.