Create a Team plan

Team plans are Plans that contain multiple memberships purchased and managed by a single account. They are a great solution for companies, groups, or schools that have a single point of contact, but are purchasing access for multiple people. Team plans are only be available for Memberful customers on the Premium plan.

In this help doc:

• Create a new Team plan.
• Purchasing a Team plan.
• Enable welcome emails.
• Purchase additional Team plan seats.
• Manage Team members as a Plan manager.
• Manage Team members from the Memberful dashboard.
• Team plans that are paid externally.

Create a new Team plan

To create a Team plan, navigate to the Plans tab from your Memberful dashboard and click New Plan. Select Team from the Plan type dropdown menu:

Set the base price and a number of seats to be included by default.

You can allow or disallow the purchase of future additional seats under the same account, along with a custom price per additional seat. If you don't specify a maximum number of additional seats allowed for purchase, the maximum will be unlimited.

Purchasing a Team plan

The person purchasing a subscription to a Team plan, called the Plan manager, becomes the sole contact responsible for billing, transactional emails, renewals, etc. The Plan manager, in addition to having access to the site under the terms of the Plan, has the responsibility for managing all of the individual seats that are included in the Team plan. The access and settings of the individual seat accounts are inherited directly from the Team plan.

Enable welcome emails

Memberful can send separate welcome emails to Plan managers and Team members. Navigate to Settings → Email to see the welcome emails sent by Memberful and add custom messaging.

Manage Team members as a Plan manager

Via the Subscriptions tab in their account, the Plan manager can click the Manage members link to add members, remove members, and purchase additional seats.

They have access to a unique link they can send to people in order to directly join the Plan. They also have the option to require the Plan manager’s approval before new Team members can join the Plan.

Team members can also voluntarily leave a team via the Subscriptions tab in their account. The seat will return to the Plan Manager's total seats allowed on plan.

Manage Team members from the Memberful dashboard

1. If the member doesn’t already exist, add a new member via the Members tab in the Memberful dashboard. You can also import multiple members in bulk via our CSV import file; the only fields required are First name, Last name, and Email.
2. Search for the Plan manager and click the team subscription in their profile.
3. Search for the member via name or email in the Add a member to this team field. Select the member and click Add to team. We will update the total seats in use, which includes the Plan manager.

Optional: Include a password reset link in your Welcome new Team member email template.

Click Remove to remove a Team member from a team subscription, which will free up a seat.

Purchase additional Team plan seats

You can allow the Plan manager to purchase additional seats for their team at any time. They can access the purchase form link via the Manage members tab in their account.

In order to allow additional seat purchases, you must set a per-seat price. Depending on when the plan manager purchases the additional seats, the total charge will be pro-rated based on how much time is left before the next renewal date for the subscription. Then, on the next renewal date, the full seat price will be added to the total renewal price.

Plan managers that pay for Team plans externally must contact you directly in order to add more seats to their team. Once you arrange payment, navigate to the Plan manager's profile in the Memberful dashboard and click the subscription link. From there you can adjust the number of additional seats available to their team. This is the number of seats included with their subscription, in addition to the base number of seats included with Plan.

Team plans that are paid externally

You may have a large account that requests to pay for their Plan through external means (wire transfer, paper cheque, etc) instead of using a credit card via the Memberful purchase form. In these cases, you can mark the Team subscription as having been paid externally. Team plans work seamlessly in this situation by letting you mark subscriptions as paid externally or not.

If the Plan is paid externally, Memberful will not attempt to charge a credit card when the renewal date comes. Instead, you must manually record individual payments in order to renew the Plan, add seats, etc. Each external payment will be available as a regular activity item and included alongside all of your other Dashboard metrics.

To enable external payments for a Team plan subscription, navigate to the Plan manager's profile in the Memberful dashboard and click the subscription link.

From the subscriptions view, first enable external payments.

Then click Add external payment and indicate if this is a renewal payment or not.

You can also add an optional note along with each payment to indicate what it was for or to associate it with an external invoicing ID number.

When externally paid Plans renew, the customer's access will be maintained even though the Plan is marked as past due. Memberful will send you an email 30 days before an externally paid Plan is set to renew, and the day after the renewal date if it becomes past due. You can turn these notification emails on and off via Account → Account settings in your Memberful dashboard.

External payments that you record within Memberful are not subject to any transaction fee. However, there is a $.20 monthly fee for each externally paid seat that is in use.

Related help docs:

• Include Downloads with your Plan.
• Add a Plan purchase link to your site.