Create a Membership Plan in Bold Memberships

Ron

December 01, 2016 16:56

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:

Connect Your Stripe or PayPal Account.
Note: If your memberships are free, you can skip this step.
Select Plans.
Select Create New Plan.
Enter a Plan Name.
Enter a Plan Tag.
Enter a Plan Description.
Select Edit Access Denied Message to change the text (optional).
Select Enable Trial? and enter a number of Days to enable a free trial (optional).
Enter Cycle Pricing to set the fee for this plan.
Select a Billing Cycle.
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.
Select the Checkmark to add this billing option.
Select Add Billing Option to add another option (optional).
Repeat steps 9 - 13 until you have added all billing options.
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 Rule to add rules to the plan (optional).
Note: This could be used to show specific products, collections, etc. to these members only.
Select Save.

That's it!

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