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Set up Bold Memberships

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Bold Memberships allows you to run any type of membership on your store. Offer sophisticated memberships which show different content or blogs, or basic memberships for digital or offline services such as fitness classes or piano lessons. You can charge a recurring membership fees, or provide memberships for free.

Note: Memberships requires a Liquid code installation to function correctly on your site.

Ready to get started with Memberships? Follow this step-by-step guide and you will soon be able to launch your own membership plans.



Video Walkthrough



Step 1: Install Bold Memberships

Memberships can be installed through the following link: Shopify App Store - Bold Memberships.

Bold Memberships requires a liquid code install to work properly on your site.

If you're comfortable with code, you can complete the installation yourself or request an installation from our Expert team. For more information, please visit our Installation Guide for Bold Memberships.

Note: Third party page builder apps cannot be used alongside Bold Memberships at this time. In order for Bold Memberships to function correctly, we recommend removing the third party page builder app and the liquid code from your store.



Step 2: Choose a price plan

Select your price plan by going to Change Plans in Bold Memberships. By default, Bold Memberships is set on the lowest plan upon install. Select the plan you anticipate you need here.

If you need a higher plan that what is available, please reach out to our Customer Success team.

Change Plans



Step 3: Enable customer accounts

If you haven't already, you need to enable customer accounts in Shopify, in order for customers to be able to log into their membership plan. You can set this to be either optional or required; as long as they aren't disabled.



Step 4: Connect your Stripe account

Note: PayPal requires Strong Customer Authentication (SCA) for online card transactions in the European Economic Area (EEA). As a result, Bold Memberships is not able to offer PayPal as a payment gateway for existing merchants if they have not yet connected PayPal in the app or if they disconnect PayPal from within Bold Memberships after December 31, 2020.

All merchants that install Bold Memberships after December 31, 2020, are no longer able to connect PayPal within Bold Memberships. Stripe is available as a SCA compliant payment gateway.

In order to sell your membership plans to customers, you need to connect your Stripe account within Bold Memberships.



Step 5: Create a membership plan

Once Bold Memberships has been installed and the previous steps have been taken, you can create your first Membership plan. This is the plan that customers purchase in order to access the perks that you are offering through your membership.

If you would like to show certain content to members on your storefront after they have successfully signed up for a membership plan, you can set a Show rule within a membership plan. Please visit Create Members Only Content in Bold Memberships for more information on which rules are available in Bold Memberships and steps for creating these rules in a membership plan.



Step 6: Create a membership page

If you'd like to have your memberships listed on their own page, you need to create a new page. You can use this to place your buy button or widget.

This step is optional; you can also add your buy button or widget to an already-existing page on your website or any page that accepts HTML code.



Step 7: Add a buy button or widget

A Memberships buy button placed on a page allows customers to sign up for your membership plan using a button that opens up a form field.

A Memberships widget is more of an embedded registration field for your plan. Placing it on a page allows your customers to sign up for your membership using the form field on your page.