Create a Membership Plan in Bold Memberships

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Pro Tip

The purpose of Bold Memberships is to allow access to content on your store website, or for offline services. If you sell physical products on a subscription, Bold Subscriptions is a better solution. Visit What's the difference between Bold Memberships & Bold Subscriptions for more information.

Overview

Bold Memberships allows you to create different types of memberships for your customers to sign up for. Memberships can range from exclusive access to content on your website, certain products, discounts, or more.

Note: In order for customers to purchase one of your Membership plans, you'll first need to connect your stripe or PayPal account. If your memberships are free, you can skip this.

To create a membership plan in Bold Memberships, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Recurring Memberships.

    Select Recurring Memberships

  3. Select Plans.

    Select Plans

  4. Select Create New Plan.

    Select Create New Plan

  5. Enter a Plan Name.

    Note: This is what customers will see. If you plan to have different plan tiers, make sure to differentiate the titles! (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

    Enter Plan Name

  6. Enter a Plan Tag.

    Note: This is the tag that will be put on the customer's account, allowing you to easily show/hide certain things to those customers.

    Enter Plan Tag

  7. Enter a Plan Description.

    Enter Plan Description

  8. Select Edit Access Denied Message to change the text (optional).

    Select Edit Access Denied Message

  9. Select Enable Trial? (optional).

    Select Enable Trial

  10. Enter the Trial Length (optional).

    Enter Trial Length

  11. Select Enable Email Verification?.

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

    Select Enable Email Verification

  12. Enter Cycle Pricing to set the fee for this plan.

    Note: This is how much your customers will pay for this membership upon each billing cycle.

    enter cycle pricing

  13. Select a Billing Cycle.

    select a billing cycle

  14. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

    enter how many payments

  15. Select the Checkmark to add this billing option.

    select the checkmark

  16. Select Add Billing Option to add another option (optional).

    select add billing cycle

  17. Repeat Steps 12 - 16 until you have added all billing options.

    repeat steps 9 - 13

  18. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

    select add registration field

  19. Select Add Rule to add rules to the plan (optional).

    Note: This can be used to show specific products, collections, etc. to these members only. The plan rules are set from the perspective of a member. This means that if you want to hide content from non-members, you'll create a "Show" rule for the respective content.

    select add rule

  20. Select Save

    Note: You can test your plan rules by inviting yourself to a free membership plan.

    Select Save

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