Users can apply for membership plans, allowing administrators to review, verify, and approve or reject their requests before creating a subscription.
Plan sign-up requests are ideal for:
Niche or curated spaces that require personal or professional verification
Verification-based plans that require ID uploads or supporting documents
Discounted plans for students, nonprofits, or other groups that need eligibility confirmation.
Plan sign-up requests are available only on specific plans.
For plans that don't require verification, use "Immediate" sign-up type instead.
Configure plan sign-up requests
Enable "Sign-up".
Select "Request" as the sign-up "Type".
Enable the Support page and set it to "Public" visibility so users can see administrators’ replies.
If the Support page is disabled, the Apply button will be greyed out on plans. If the Support page is not set to "Public" visibility, users can apply for plans but won’t see administrator responses.
How users apply for a plan
Customers press the
Sign upbutton next to the desired location to view available plans.
Select the desired plan, set the subscription start date, renewal, name, and quantity.
Press
Applyto submit their request.
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.
Administrators manage the request through the support ticket, where they can:
Communicate with the applicant
Request verification documents
Ask follow-up questions
If the user is approved, click on the user's name in the support ticket. Press
Invitein the user profile if they are not a member yet.
Create a subscription for the requested plan for the customer
.If the user requested a company subscription, create a company first > add this user to the company as a manager > create a company subscription.
To avoid missing any notifications about plan sign-up requests, enable notifications about new support tickets.