Dashboard
Members
Plans & Permissions
Permissions
Invoices
Coupons
UI Templates
Analytics
Styling
Developers
Integrations
Settings
Team
Install Code
Payment Gateways
Business Info
Project Info
Billing
Community
Required to Launch

Plan Settings

Name
?
Plan name
Members will see this in their profile, invoices, etc.
ID
?
Plan Id
TBD
Optional
?
Plan type
This will determine wether or not members are required to checkout before becoming a member.
Free Plan
?
Hi, I'm placeholder
TBD
Paid Plan
?
Hi, I'm placeholder
TBD
Advanced
Optional
Description & Image
?
Description
Descriptions appear during checkout, on invoices, and in the account management area. Must be less than 250 characters
Metadata
?
Hi, I'm placeholder
TBD
Hide 
Show 
Description & Image
?
Description & Image
These are using facing elements you can use to sell, educate, and differentiate your plans.
Hide 
Show 
Description
?
Description
Descriptions appear during checkout, on invoices, and in the account management area. Must be less than 250 characters
Optional
Image
?
Image
Upload a JPEG or PNG image that is less than 2MB.

Appears during checkout.
Optional
↑ Upload
Metadata
?
Hi, I'm placeholder
TBD
Hide 
Show 
+ Add Metadata
Advanced
Optional
Description & Image
?
Description
Descriptions appear during checkout, on invoices, and in the account management area. Must be less than 250 characters
Metadata
?
Hi, I'm placeholder
TBD
Hide 
Show 
Description & Image
?
Description & Image
These are using facing elements you can use to sell, educate, and differentiate your plans.
Hide 
Show 
Description
?
Description
Descriptions appear during checkout, on invoices, and in the account management area. Must be less than 250 characters
Optional
Image
?
Image
Upload a JPEG or PNG image that is less than 2MB.

Appears during checkout.
Optional
↑ Upload
Metadata
?
Hi, I'm placeholder
TBD
Hide 
Show 
+ Add Metadata

Pricing

?
Pricing vs. Plans
Plans can have multiple prices that all share the same settings.
$99
every month
Hide 
Show 
$299
every 3-months on the 1st
Hide 
Show 
$499
once for 6-months
Hide 
Show 
$999
every year
Hide 
Show 
$1999
once
Hide 
Show 
+ New Price 

Permissions

?
Permission Groups
Permission groups make it easier to share and sync permissions between multiple plans.
Premium plan group
create.post
update.post
delete.post
edit.A
customize.group
Audience plan
Read only plan
Publisher plan

Premium plan group

Changes will take effect immediately.
Name
?
Group name
Specify a unique name that's under 25 characters.
Description
?
Group description
Add a description to a Permission for your future self or future admin who might like to know what this Permission does.
Optional
Permissions
?
Permission Groups
Add this permission to a group of permissions. Permission groups make it easier to share and sync permissions between multiple plans.
+ New Permission
Permission 1
Permission 2
Permission 3
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Save Permission
+ New Permission
Permission 1
Permission 2
Permission 3
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Permission 4
Signup settings
?
Taxes
TBD
Disable client side sign up
It's impossible to get access to this role client side.
Only allow signups from certain email domains
Only allow users to signup with a specific email domain like mike@memberstack.io
+ Add domain
Signup on the website
Anyone with access to the form can signup
Users must click on this button before/during signup
Users must click on this link before/during signup
Set the following value under the bla bla bla in the front-end API
Invitation email
Only you and other site admin can add members
Who can send invites?
Site owners & admins
Only you and other site admin can add members from the MS dashboard
Other members
Allow existing members to send invites to other people
Customize the invitation email
Programmatically (API, Zapier, etc.)
Not sure how this would work
Hmm what goes here?
Login & logout settings
?
Taxes
TBD
Template settings
?
Placeholder
TBD
Plan change settings
?
Placeholder
TBD
Give members a page to select a membership plan from their profile or after they cancel.
Valid javascript only.
Prevent members from switching to another membership
Prevent {{plan.name}} members from joining the following plans.
Prevent prorations during upgrade and downgrade
Allow members to cancel their membership at anytime
Allow members to cancel their membership
Allow members to cancel their membership at anytime
Cancel immediately
Allow members to cancel their membership at anytime
Automatically issue a partial refund on cancellation
Allow members to cancel their membership at anytime
Allow members to skip payments
Allow members to skip their next payment instead of cancelling
Display a warning when changing plans.

Are you sure?

You're currently on the XYZ plan. You'll lose access to XYZ, and need to pay should you decide to upgrade again.

Payment options
?
Not sure where this needs to go..
These settings effect ALL templates on your site. Once enabled, they will effect every other template.
Hide 
Show 

Cards

Credit / Debit
?
Card payments
Credit and debit cards (Visa, Mastercard, American Express, Discover and Diners, China UnionPay, JCB, Cartes Bancaires, Interac) are a dominant payment method globally, accounting for 41% of online payments.
Google Pay
Apple Pay
Microsoft Pay
iDEAL
?
iDEAL
iDEAL is a Netherlands-based payment method that allows customers to complete transactions online using their bank credentials. All major Dutch banks are members of Currence, the scheme that operates iDEAL, making it the most popular online payment method in the Netherlands with a share of online payments close to 55%.
Payment options
?
PayPal
It's likely this will only work for one-time or very basic recurring payments.

ACH

ACH
?
ACH
Debit - https://stripe.com/payments/payment-methods-guide#ach-debits

Credit -
‍
Checkout
Change Plan
SCA
Unpaid
Renewal
Advanced
Profile
Hide settings
Show settings
Simple
Add-ons
Quantity
Frequency
Name of the paid membership/product
Billed monthly 
$99.00
Setup fee
Billed once
$300.00
Sub Total
VAT (10%)
$99.00
$9.90
Due today
$99.90
Name of the paid membership/product
Billed monthly 
$99.00
Product
Billed once
$10.00
Another product
Billing every 2 years
$300.00
Sub Total
VAT (10%)
$409.00
$40.90
Total
$449.90
Total
$409.90
Item
Quantity
Price
Name of the paid membership/product
Billed monthly 
-
2
+
$99.00
Setup fee
Billing once
$300.00
Sub Total
VAT (10%)
$198.00
$19.80
Due today
$277.80

1. Choose your billing cycle

$79 / year
$7.99 / month

3. Summary

Co-working office
Billed monthly on the 15th
$499.00
Down payment
Billing once
$300.00
Unused time discount (15 days)
-$2,495.00
Sub Total
VAT (10%)
$5,495.00
$549.50
Due today
$6,044.50
Continue with
Continue with
Continue with
Or pay with card
I agreed to the Terms of Use, and consent to the Privacy Policy. This is customizable.

Invite your team/family/friends/etc.

They'll receive a link to signup or claim their account.

UI

Manage sub accounts

Pending
UI
Plan/pricing Preview👇
Template settings
Simple
Name of the paid membership/product
Billed monthly 
$99.00
Setup fee
Billed once
$300.00
Sub Total
VAT (10%)
$99.00
$9.90
Due today
$99.90
Co-working office
Billed monthly on the 15th
$499.00
Down payment
Billing once
$300.00
Unused time discount (15 days)
-$2,495.00
Sub Total
VAT (10%)
$5,495.00
$549.50
Due today
$6,044.50
Continue with
Continue with
Continue with
Or pay with card
I agreed to the Terms of Use, and consent to the Privacy Policy. This is customizable.

Invite your team/family/friends/etc.

They'll receive a link to signup or claim their account.

UI

Manage sub accounts

Pending
UI
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