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:
- Name and price your Team plan.
- Choose the billing frequency and subscription length.
- Enable group subscriptions.
- Create Team plan.
- Enable welcome emails.
- Disable taxes.
- Enable free trials.
- Include Downloads and Podcasts.
- Set Discourse Group.
- Configure redirect settings.
- Enable address collection.
Name and price your Team plan
To create a Plan, navigate to the Plans tab from your Memberful dashboard and click New Plan.
Name your Plan and set the price ($1.00 minimum). If you’re planning to include 10 seats with your Plan and each seat will cost $10 / month, set your price as $100.
Enable Let Members choose what to pay if you’d like members to have the option to pay you more than the set price (optional). Learn more about this setting.
Enable Charge a different price for renewals and set a renewal price if you’d like to charge a difference amount for renewals (optional).
Choose the billing frequency and subscription length
- Select a billing frequency: one-time payment, monthly, every 3 months, every 6 months, yearly, custom weekly, or custom monthly.
- Select a subscription length: renews indefinitely until a member cancels or fixed number of payments.
For Plans that renew indefinitely, the default setting is for the Plan to renew automatically until the member toggles off autorenew. You can disable this setting so that the Plan Manager can choose to renew on their own.
You can also can enable the Renew on a specific day setting if you’d like all members to renew on a specific day, month, etc. (optional). Otherwise, Plans will renew on the anniversary of the purchase date.
- If you select Monthly, choose a renewal day (1st - 31st).
- If you select Yearly, choose a renewal month (1-12) and day (1st - 31st).
- If you select Quarterly choose the renewal months (e.g. January, April, July, October) and renewal day (1st - 31st).
Keep in mind that we don’t pro-rate charges for Plans that renew on a specific date. For example, if your Plan is set to renew on the 10th each month, and your member signs up on the 8th, they be charged the full price on the 8th and then again on the 10th.
If you have tax collection enabled, you can disable tax collection for your Plan (optional). If taxes are disabled globally there will be no switches present on your Plan and Download forms.
Enable free trials
Enable a free trial with or without a credit card and choose the trial length.
Enable group subscriptions
Toggle on the group subscriptions setting and specify the number of seats to be included by default. This should reflect your Plan price. For example, if you set your price as $100 / month, and each seat costs $10, you should include 10 seats with the initial purchase.
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.
Include Downloads and Podcasts
Set Discourse Group
If you’ve integrated Memberful with Discourse, you'll see a new option when editing a Plan. When you set a Discourse Group, we'll automatically add and sync active (paying) Plan subscribers to that Discourse Group. If a member's subscription expires, they will be removed from the Discourse Group.
Configure redirect settings
By default, we will redirect your member back to the page they were on when they made the purchase. For example, if they purchase the Plan from a gated article, we will redirect them to the full article after the order is complete.
You may also choose to enable The global redirect URL setting and redirect to a specific page after any successful order.
If you’d like to redirect your members to a different page (like a plan-specific welcome page), you can choose a URL specific to the Plan you’re creating.
If you’ve included a podcast with your Plan, you also have the option to override the default redirect settings and show the podcast subscription page after checkout.
Enable address collection
If you require a mailing address, you can enable the address collection setting. Keep in mind that this will create a 2-step checkout experience.
Create Team plan
By default, any new Team plan you create with be marked as Available for purchase. If you disable this setting existing members won’t be impacted, but new members will not be able to purchase this Plan.
After you fill in your settings, click Save plan. Once you do, you’ll see a full Plan Summary so you can review your settings at a glance and access your Plan purchase link.
Keep in mind that once you have one member subscribed to a Team plan, you can not edit the billing frequency and subscription length. Contact us if you need to make any changes to these settings.
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.
Related help doc:
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- Import your members
- Migrate from Substack
- Add a member
- Add a staff member
- Change Plan price
- Add a custom field
- Give free access
- Offer and manage gifts
- Manage Team plans
- Refund or suspend an order
- Move all members of a Plan
- Use a staging site
- Pause a subscription
- Handle failed payments
- Switch Stripe accounts
- Install the Memberful plugin
- Other plugins (recommended)
- WordPress hosting providers
- Enable SSL (recommended)
- Theme compatibility
- Member account links
- Protect WordPress content
- WordPress troubleshooting
- Organize protected content
- Private RSS Feeds
- WordPress shortcodes
- WordPress functions
- Disconnect/reconnect plugin