Self-sign-up allows users to sign up for membership plans on their own—saving you time while increasing revenue. This option is ideal for plans that do not require verification.
For plans that require verification, configure sign-up requests instead.
Configure immediate sign-ups
How users sign up for plans
Only users who don't have a subscription yet can sign up for a plan.
Where users can sign up
Member web portal or mobile app
Members and nonmembers see a prominent Sign up button on the main page. By clicking it next to their desired location, all available plans are listed.
Your marketing site, social media, or direct plan links
Copy direct links to your membership plans and share them across all customer touchpoints:
Your marketing site CTAs
Social media
Email campaigns and other communication channels
Directly with interested prospects
This gives customers immediate visibility into your membership plans and lets them sign up instantly.
For inspiration, check out our customer's FoundrSpace marketing site for a great example of integrated membership plan links.
Sign-up flow
After selecting the desired plan and clicking
Subscribe, users are guided through a welcoming onboarding.Choose a subscription "Start" date.
Set "Renewal" preference:
Enabled — get an automatically recurring subscription.
Disabled — sign up for one cycle only (1 week, 1 month, etc.).
The "Renewal" option is automatically enabled and not manageable if the plan has a minimum commitment period of more than 1 cycle, or your billing cycle anchor settings require it.
Choose "Quantity" (e.g., 3 hot desk memberships for a team).
Choose to sign up as an individual member or as a company.
Individual — the user's name is prefilled from onboarding information. They get a personal subscription and appear under Customers > Users.
Company — enable the "I'm purchasing as a business" option. A company with the provided name is created under Customers > Companies, and the user is assigned as the company manager. A company subscription lets users invite teammates and share access under a single subscription.
Enter a discount promo code, if applicable.
Enter their billing details for invoices and receipts if required.
Enter payment method details and complete payment.
How subscription starts
When users sign up on their own, they pay for their first subscription cycle right away, even if the start date is in the future.
Only after payment, the system invites the user as a member and creates a subscription.
Administrators receive a notification for every new plan sign-up.
Once the subscription starts, the customer gets all the plan benefits, including credits, day passes, door access, Wi-Fi, and more.
Customers view their subscription details, billing, credits, and day passes on the Membership page and can request subscription cancellation.
Our recommendations
Boost new sign-ups by offering discounts on membership plans through promo codes.
Once new users sign up, welcome them and introduce them to your community with our onboarding tips.