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. Select Plans.

    Select Plans

  3. Select Create New Plan.

    Select Create New Plan

  4. Enter a Plan Name.

    enter a plan name

  5. Enter a Plan Tag.

    enter a plan tag

  6. Enter a Plan Description.

    enter a plan description

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

    Select Edit Access Denied Message

  8. Select Enable Trial? and enter a number of Days to enable a free trial (optional).

    select enable trial

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

    enter cycle pricing

  10. Select a Billing Cycle.

    select a billing cycle

  11. 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

  12. Select the Checkmark to add this billing option.

    select the checkmark

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

    select add billing cycle

  14. Repeat steps 9 - 13 until you have added all billing options.

    repeat steps 9 - 13

  15. 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

  16. 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 add rule

  17. Select Save.

    Select Save

That's it!

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