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

Go to Admin → Memberships → [membership] → Settings
Scroll to Pricing Plans
Click Add Plan
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
Save

Type	How to set it up	Billing behavior
Recurring	Set a price and duration	Charges automatically every billing cycle until canceled
One-time	Toggle One-time payment on	Charges once; membership expires at the end of the duration, no auto-renewal
Free	Toggle Free membership on	No charge; useful for trial memberships, staff memberships, or complimentary access

Make sure to set the correct billing interval (for example, 12 months for annual plans).

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:

	Displayed	Hidden
Active	Customer self-service + admin	Admin-only (corporate deals, special pricing)
Inactive	(not possible — inactive plans are auto-hidden)	Legacy plan, existing members only

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 a Customer] for how to enroll customers on a specific plan.