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Membership: Plans

To attract new members, start by creating Membership Plans that specify the amount, frequency, and duration of recurring payments. To attract new members, start by creating Membership Plans that specify the amount, frequency, and duration of recurring payments. Next, set up a Membership Signup Page to provide access to these plans. Potential members can then visit the signup page to subscribe to their desired membership plan.

  • To create new Membership Plans, click on Contacts->Membership Management as shown below.

Screenshot 2024-07-20 174456

  • On the Membership Center, click Plans->New Plan.

Screenshot 2024-07-20 174602

  • On the Membership Plan window, you can determine:
    • Recurring payments' amount, frequency, and duration.
    • Enter the Name of your Membership Plan
    • Enter in the description (Optional)
    • Select whether you would like it to be renewed automatically until canceled or a fixed number of billing cycles.
    • Toggle whether or not the member sets the amount.
    • Click SAVE once you have filled out all the necessary fields.

Screenshot 2024-07-20 174751

  • Once you create your Membership Plans, they will be listed under Plans on your Membership Center, as shown below.
  • You also have setting options for each plan. To view the setting options, click on the More icon. You can Edit your plan, Mark it as inactive, Edit Plan Benefit  Membership Benefits or Delete the Plan on the setting options. 

Screenshot 2024-07-20 175959

  • Once you create your Membership Plans, they will be available to choose from within your Membership Sign Up pages.

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

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