Create and Edit a Membership

This article describes how to sell "Memberships" on your website. A membership is a recurring subscription to one or more offerings of your choice. They can be used to register for classes, appointments, event series, and workshops. For example, you can create a "Monthly Membership" and sell it for $150 per month and it can be used for all your offerings or a select group of offerings. Keep reading to learn how to create and manage your memberships and how your clients or students purchase and use them to register.

Creating and Editing a Membership

There are two things you need to have set up before you can create a membership.

1. At least one Offering. If you haven't created an Offering yet you'll be asked to do that. For an overview of how to create Offerings and creating your schedule with OfferingTree please see this help guide.
2. Connecting a Stripe payment processor. To read about how to get started accepting payments via Stripe with OfferingTree check out this help article

Creating a Membership

Once you can accept payments and have at least one Offering, you can create a membership. To get started, visit the "Packages/Memberships" page under the "Payments" section and switch to the "Membership" area and press the "Create Membership" button.

Once you press the "Create Membership" button, a pop-up displays. Fill out the form to configure your membership. Memberships can be unlimited or you can set how many credits are available during the membership period. To set the membership period, pick how often you would like the membership to auto-renew.

Also, set the offerings that the membership applies to. If you would like this membership to be valid for all your offerings, choose "All Offerings". If you would like the membership to be used only for your online store or member-only pages, choose No Offerings. If you would like the membership to be valid for all your offerings except for a few select offerings, choose All Offerings Except and select the offerings that the membership should not be valid for. If you would like to choose specific offerings to be valid with this membership, you can choose them by selecting Choose Offerings.  

You can optionally add a free trial period for your membership. Just select the "Enable a free trial period" checkbox and then select the time duration for the trial. You can select any number of weeks, months, or years. The first membership payment will be automatically made after the free trial period. For example, if you set up a membership to renew every month and you had a 2-week free trial, your client would geet two weeks to use their membership without being charged. After the two week period, their credit card would be charged for the first month of their membership and for every month thereafter until the membership is canceled.

Once you have at least one package or membership created, your public-facing site will have a new page called "Packages".  You can edit the title of this page and the order in which it appears on your public site by visiting the "Pages" page under "Edit Website". To learn more about editing pages and re-ordering them, watch this tutorial video.

Editing a Membership

To edit a membership you already created, go to the "Packages/Memberships" page under "Payments and switch to the "Membership" tab. Press the "Edit" icon in the corresponding row of the package you want to edit. 

Once your press the "edit" icon, you should be taken to the "Edit Membership" page where you can edit your membership. The fields are the same as they were for the "Create a Membership" page.  Press the "Save" button at the bottom when you are finished editing your package.

If you edit the price of the membership or the recurring charge period, this will affect previously purchased memberships as well. For example, if you set up a monthly membership for $100 and then edit it and change the price to $120, anyone who had previously purchased the membership for $100 would start paying $120 every month in the future.

If you would prefer to not affect the price of previously purchased memberships, create a new membership with the new price and unpublish the old one. The old membership will no longer appear on your client-facing website, but anyone that had already purchased the membership will continue to have that membership until canceled.

Editing the free trial period will not affect previously purchased memberships.

Other helpful articles about memberships:

How to View Purchased Memberships

Refunding a Membership Payment or Canceling a Membership

Linking a membership to your store items

How Your Clients and Students Purchase and Use a Package

Check out this help article to see how students can buy and use a membership.

P.S. Join our Facebook group and connect with other OfferingTree users to share questions, offer ideas and insights, and support each other towards a more thriving wellness business.