Users can subscribe to membership plans and pay independently, saving the administrator's time and efforts and driving revenue.
Configure immediate plan sign-ups
Create or edit a plan and select "Immediate" as the sign-up "Type" for the plans that do not require administrator verification and allow immediate independent sign-up by users.
How users sign up for a plan
All users who don't have a subscription yet can sign up for a plan.
Nonmembers can see the prominent Sign up button on the main page of the member web portal and mobile app. By clicking it next to their desired location, they can view all available plans.
If they navigate to another page, the Sign up button remains visible below the location name on desktop.
Please note that as an administrator already associated with the location, you cannot see the Sign up button. However, all your new customers who are not yet members and do not have a subscription see it.
Upon selecting the desired plan and pressing
Subscribe, the user is prompted to log in and guided through a welcoming onboarding process in the app.The user selects the subscription start date and can enable the "Renewal" option to have their subscription renewed automatically. If the "Renewal" option is disabled, the subscription will end after one plan cycle is over (1 month, 3 months, 6 months, etc.).
Users can sign up as individual members as well as companies.
Users who sign up as individual members are instantly approved upon successful payment and appear in Customers > Users.
For users that choose "I'm purchasing as a business", the following happens:
Users appear in Customers > Users as members.
A company with the specified name is created on the Customers > Companies.
The member is assigned as a "Manager" of the company.
User's name is prefilled based on the information they entered during onboarding and they can add their billing details which will automatically appear on all invoices and receipts generated by the app.
If users receive a promo code for a discount from you, they enter it in the "Promo code" field and see the eligible discount and the reduced price displayed immediately.
When users sign up for a plan on their own, they pay for their first subscription cycle right away, even if the subscription start date is set for a future date. Only after this, the system invites them to the Community of member web portal and mobile app, and a subscription is created.
Location administrators receive an admin notification each time someone signs up for a plan.
Members can also sign up for plans if they don't have any active subscription by going to the Locations > Membership > Billing > press Subscribe in the "Subscription" section or by following the link to the plan.
Our recommendations
Copy the plan public link to share a direct sign-up link on your marketing website and social media.
Incentivize new sign-ups by offering one-time or temporary discounts on membership plans through sharing promo codes with targeted users. The discount will apply to the member's subscription invoices based on the coupon's "Duration type" setting.
Once new users sign up, welcome them and introduce them to your community with our onboarding tips.