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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.

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

  1. Connect Your Stripe or PayPal Account.

    Note: If your memberships are free, you can skip this step.

  2. From Shopify's admin, select Apps.

    Select Apps

  3. Select Recurring Memberships.

    Select Recurring Memberships

  4. Select Plans.

    Select Plans

  5. Select Create New Plan.

    Select Create New Plan

  6. Enter a Plan Name.

    Enter Plan Name

  7. Enter a Plan Tag.

    Enter Plan Tag

  8. Enter a Plan Description.

    Enter Plan Description

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

    Select Edit Access Denied Message

  10. Select Enable Trial? (optional).

    Select Enable Trial

  11. Enter the Trial Length.

    Enter Trial Length

  12. 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

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

    enter cycle pricing

  14. Select a Billing Cycle.

    select a billing cycle

  15. 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

  16. Select the Checkmark to add this billing option.

    select the checkmark

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

    select add billing cycle

  18. Repeat Steps 13 - 17 until you have added all billing options.

    repeat steps 9 - 13

  19. 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.

    select add registration field

  20. 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

  21. Select Save. 

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

    Select Save

That's it!

Next Steps:

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