Note: The purpose of Recurring Memberships is to allow access to content on your store website, or for offline services. If you sell physical products on a subscription, Recurring Orders may be a better solution.
To create a membership plan in Recurring Memberships, 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 Add Subscription to create a subscription box (optional).
Note: Visit Create a Subscription Box for detailed setup instructions.
- Select Save.