Memberships & Subscriptions

Memberships give clients recurring access to your community, courses, live circles, and session credits. You can offer monthly, quarterly, or annual plans, with optional trials, bundled courses, monthly 1:1 credits, and member-only chat.

Open Memberships to manage plans.

1. Creating a membership plan

Click New Membership Plan.
Enter a Plan Name.
Set the Recurring Price and Billing Frequency (monthly, quarterly, or annual).
Choose a Status:
- Active: visible on the storefront.
- Draft: hidden from the storefront.
Click Create & Configure Plan.

You are taken to the plan editor, organised into four tabs.

General & Pricing

Plan Name, Slug, and Plan Status.
Tagline and Tier Description.
Cover Image from the Asset Library.
Badge Label, such as Most Popular or VIP.
Display Order: lower numbers appear first in the shop.
Recurring Price, Billing Frequency, and optional Free Trial Days.

Course Entitlements

Include All Courses & Audio Journeys: members unlock all current and future published courses.
Or select specific published courses to bundle.

Members receive active course access for the duration of their membership. Access is kept in sync as the membership starts, renews, or ends.

Credits & Perks

Monthly 1:1 Session Credits: credits added to the member’s wallet each renewal cycle.
Applicable Session Type: the session type those credits can book.
Storewide Member Discount %: applied to standalone courses, packages, and additional bookings.
Feature Bullet Highlights: perks shown on the storefront pricing card.

Live Circles & Community

Member Live Circles & Calls: enables live member gatherings and replays.
Private Community Channel: creates a member chat room. See Group Chat & Chat Rooms.

Click Save Plan Changes when you are finished.

2. Managing plans

The memberships page shows each plan with its price, interval, active member count, and feature summary. From here you can:

Manage the plan and its live sessions.
Open the Attendance Matrix.
Edit Plan.
Archive or Activate the plan.

Archiving a plan hides it from new subscriptions. Existing subscribers retain access until their period ends.

3. Member roster

Open Subscribers & Member Roster.

The roster shows each member, plan tier, status, period end / renewal date, and renewal status. Search and filter by member, plan, or status.

Cancellation

Cancel at End: the membership remains active until the paid period ends, then stops renewing.
Revoke Now: cancels access immediately.

Complimentary memberships

Click Grant Free / Comp Access to give a client a membership without Stripe:

Search for and select the client or subscriber.
Choose the membership plan.
Set the Access Duration (Days).
Click Grant Access.

The member appears on the roster with an active membership for the chosen duration. Complimentary memberships do not require a card and are useful for scholarships, VIP guests, or team members.

4. Member live circles

Member circles can be scheduled from the plan’s Manage page or from Member Live Circles.

Click Schedule Meeting.
Enter a title and optional description.
Choose the Access Tier: all active members or a specific plan.
Set the start time and duration.
With a connected meeting provider, keep Auto-create / sync meeting with provider ticked. Otherwise paste a Meeting Join URL.
Click Schedule Meeting.

Students receive meeting notifications with calendar invites. You can edit or delete a meeting, upload a recording, or remove a replay.

Attendance matrix

Open the plan’s Attendance tab to see members, their live-call attendance, renewal date, and video watch progress. Click a live-call square to toggle attended status.

5. The client experience

Members manage their membership in My Membership.

See their current plan, billing period, and renewal status.
Cancel Renewal at Period End.
Open Upcoming Member Live Circles and join with Join Live Meeting.
Watch Member Circle Replays.
Access bundled courses from the Digital Library.
Book monthly 1:1 credits from their session credit wallet.
Use the member community chat when enabled.

The client’s library also shows an Active Member banner with a link to manage their membership.

6. Troubleshooting

A plan is not on the storefront. Check that the plan status is Active and it has a price.

A member did not receive course access. Check the plan’s Course Entitlements, then confirm the member’s subscription is active. Course access is provisioned from the plan entitlements.

Monthly credits did not appear. Check that Monthly 1:1 Session Credits and an Applicable Session Type are set. Credits replenish on renewal.

A member cannot join a live circle. Check that Member Live Circles & Calls is enabled, the circle is scheduled for their tier, and a join link exists.

A member cannot access community chat. Check that Private Community Channel is enabled and the member’s subscription is active. Membership chat rooms are provisioned from the plan and membership status.

A cancelled member still has access.Cancel at End keeps access until the paid period ends. Use Revoke Now to end access immediately. Course or cohort grants may also need to be checked separately.

A complimentary membership is missing from the roster. Refresh the roster and check the member’s status. Complimentary grants create an active subscription for the chosen duration.