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Recurring Memberships Install Instructions

Warning!

This article requires technical knowledge and prior experience with liquid code. If you are not comfortable with this, Email our Support Wizards for help.

Before you begin, review Notes Before Installing Apps. This article will help get you prepared and answers many common questions.

Select each step below to view the instructions.

  1. From "Shopify Admin", select Apps.

    Select Apps 

  2. Select Visit Shopify App Store.

    select visit shopify app store 

  3. Enter Recurring Memberships in the "Search Bar".

    enter customer specific pricing in the search bar 

  4. Select the Recurring Memberships app.

    select the recurring memberships app

  5. Select Get.

    Select Get 

  6. Select Install app.

    Select Install app 

  7. Select Approve Charge.

    Select approve charge 

Note: If any of these files or code already exists, you can skip the step.

  1. From "Shopify Admin", select Online Store.

    select online store 

  2. Select Actions.

    Select Actions 

  3. Select Edit code.

    Select Edit code 

  4. Under "Layout", select theme.liquid.

    select theme.liquid 

  5. Copy and paste this code on the line after the <body> tag:
    <!-- Bold: Memberships -->
    {% if customer %}
    <div class="bold_customer_id" hidden>{{ customer.id }}</div>
    {% endif %}
    <!-- end Bold code -->

    copy and paste this code 

  6. Select Save.

    select save 

Note: If any of this code already exists, you can skip the step.

  1. From "Shopify Admin", select Online Store.

    select online store 

  2. Select Actions.

    Select Actions 

  3. Select Edit code.

    Select Edit code 

  4. Under "Templates", select article.liquid.

    select article.liquid 

  5. Copy and paste this code at the beginning of the file:

    Note: If you intend to use the alternate template feature, each template must have this include at the top.

    <!-- Bold: Memberships (Article) -->
    {% include 'bold_mem_helper' with 'article' %}
    <!-- end Bold code -->

    copy and paste this code 

  6. Select Save.

    select save 

Note: If any of this code already exists, you can skip the step.

  1. From "Shopify Admin", select Online Store.

    select online store 

  2. Select Actions.

    Select Actions 

  3. Select Edit code.

    Select Edit code 

  4. Under "Templates", select blog.liquid.

    select blog.liquid 

  5. Copy and paste this code at the beginning of the file:

    Note: If you intend to use the alternate template feature, each template must have this include at the top.

    <!-- Bold: Memberships (blog) -->
    {% include 'bold_mem_helper' with 'blog' %}
    <!-- end Bold code -->

    copy and paste this code 

  6. Select Save.

    select save 

Note: If any of this code already exists, you can skip the step.

  1. From "Shopify Admin", select Online Store.

    select online store 

  2. Select Actions.

    Select Actions 

  3. Select Edit code.

    Select Edit code 

  4. Under "Templates", select page.liquid.

    select page.liquid 

  5. Copy and paste this code at the beginning of the file:

    Note: If you intend to use the alternate template feature, each template must have this include at the top.

    <!-- Bold: Memberships (page) -->
    {% include 'bold_mem_helper' with 'page' %}
    <!-- end Bold code -->

    copy and paste this code 

  6. Select Save.

    select save 

Note: If any of this code already exists, you can skip the step.

  1. From "Shopify Admin", select Online Store.

    select online store 

  2. Select Actions.

    Select Actions 

  3. Select Edit code.

    Select Edit code 

  4. Under "Templates", select search.liquid.

    select search.liquid 

  5. Look for:

    {% for item in search.results %}

    or:

    {% for product in search.results %}

    look for this code 

  6. Copy and paste this code below the line:
    <!-- Bold: Memberships (search) -->
    {% include 'bold_mem_helper' with 'search' %}
    <!-- end Bold code -->

    copy and paste this code 

  7. Select Save.

    select save 

Note: If any of this code already exists, you can skip the step.

  1. From "Shopify Admin", select Online Store.

    select online store 

  2. Select Actions.

    Select Actions 

  3. Select Edit code.

    Select Edit code 

  4. Under "Templates", select customers/account.liquid.

    select customers/account.liquid 

  5. Copy and paste this code at the beginning of the file:
    <!-- Bold: Memberships (accounts) -->
    {% include 'bold-memberships-salt' %}
    <!-- end Bold code -->

    copy and paste this code 

  6. Look for code similar to this:

    <h1 class="title clearfix">

    look for this line 

  7. Copy and paste this code below the line:
    <!-- Bold: Memberships (manage memberships) -->
    <span class="note"><a href="/apps/memberships/accountDetails/?id={{customer.id}}&h={{bold_memberships_hash}}">Manage Memberships</a></span>
    <!-- end Bold code -->

    copy and paste this code 

  8. Select Save.

    select save 

Note: If any of this code already exists, you can skip the step.

  1. From "Shopify Admin", select Online Store.

    select online store 

  2. Select Actions.

    Select Actions 

  3. Select Edit code.

    Select Edit code 

  4. Under "Templates", select collection.liquid.

    select collection.liquid 

  5. Copy and paste this code at the beginning of the file:

    Note: If you intend to use the alternate template feature, each template must have this include at the top. If you are using sections, you may need to do these steps in collection-template.liquid under "Sections" instead.

    <!-- Bold: Memberships (collection) -->
    {% include 'bold_mem_helper' with 'collection' %}
    <!-- end Bold code -->

    copy and paste this code 

  6. Look for:

    {% for product in collection.products %}

    Note: This code may be found within "Sections", collection-template.liquid or "Snippets, product-loop.liquid. Can't find this code?

    look for this line 

  7. Copy and paste this code below the line:
    <!-- Bold: Memberships (collection products) -->
    {% include 'bold-memberships-product' %}
    {% if bold_hide_item == true %}
    {% continue %}{% endif %}
    <!-- end Bold code -->

    copy and paste this code 

  8. Look for code referencing a price like:

    {{ product.price | money }}

    Note: This code may be found in other liquid files as well.

    look for this code 

  9. Wrap this code around each price code:
    <!-- Bold: Memberships (collection price) -->
    {% include 'bold-memberships-price' %}
    {% if bold_hide_item == false %}
    
    <!-- price code stuff -->
    
    {% endif %}
    <!-- end Bold code -->

    paste this code 

  10. Select Save.

    select save 

Note: If any of this code already exists, you can skip the step.

  1. From "Shopify Admin", select Online Store.

    select online store 

  2. Select Actions.

    Select Actions 

  3. Select Edit code.

    Select Edit code 

  4. Under "Templates", select product.liquid.

    select product.liquid 

  5. Copy and paste this code at the beginning of the file:

    Note: If you intend to use the alternate template feature, each template must have this include at the top. If your theme contains sections, make these changes within product-template.liquid under "Sections".

    <!-- Bold: Memberships (product) -->
    {% include 'bold_mem_helper' with 'product' %}
    <!-- end Bold code -->

    copy and past this code 

  6. Find the add to cart button.

    Note: Some themes may have an add to cart button outside the product page, such as a quick view window. Add this code there as well.

    find the add to cart button 

  7. Wrap the button with this code:
    <!-- Bold: Memberships (cadd to cart) -->
    {% include 'bold-memberships-addtocart' %}
    {% if bold_hide_item == false %}
    
    <!-- Addtocartbutton here -->
    
    {% endif %}
    <!-- end Bold code -->

    paste this code 

  8. Look for code referencing a price like:

    {{ product.price | money }}

    Note: This code may be found in other liquid files as well.

    look for this code 

  9. Wrap each price code with this code:
    <!-- Bold: Memberships (product price) -->
    {% include 'bold-memberships-price' %}
    {% if bold_hide_item == false %}
    
    <!-- price code stuff -->
    
    {% endif %}
    <!-- end Bold code -->

    paste this code 

  10. Select Save.

    select save 

Note: If you didn't install Recurring Memberships from the Shopify App Store, you might need to create snippet files, visit Recurring Memberships Snippet Files for detailed instructions.