Users can apply for membership plans, allowing administrators to verify and approve or reject their requests.
Configure plan sign-up requests
Create or edit a plan and select "Request" as the sign-up "Type" for the plans that require administrator verification and do not allow immediate independent sign-up by users.
Enable the Support page and set it to "Public" visibility so all users can submit requests and see administrators' replies to their requests.
If the Support page is disabled in the location or doesn't have "Public" visibility, users see the "No permission to complete the action" error and cannot apply.
Use Cases
Plan sign-up requests are ideal for:
Niched spaces that require user’s personal or professional verification before subscribing to any plan.
Verification-dependent plans that necessitate submission of ID or other documents.
Discounted plans for students, non-profit organizations, or other groups requiring confirmation of discount eligibility.
How users apply for a plan
Nonmembers press the
Sign Upbutton next to the desired location to view available plans.Members go to the Membership > Billing page to view available plans.
Upon selecting the desired plan, set the subscription start date, renewal, name, and billing details, and press
Apply.
How administrators manage plan sign-up requests
Once the user submits a request for the plan sign-up, a new ticket appears on the Support > Tickets page. The administrators manage the support ticket and can request any necessary verification documents or communicate with the user via the ticket.
2. If the user is approved, click on the user's name in the support ticket and press Invite in the user's profile to invite them to the app if they are not a member yet.
3. Create a subscription for the requested plan for the user.
To avoid missing any notifications about plan sign-up requests, enable push or email notifications.
Accepting plan sign-up requests is only available on specific plans.