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How to set up membership plans
How to set up membership plans

How to create membership plans so you can sell memberships to your platform

Cam Langsford avatar
Written by Cam Langsford
Updated over a week ago

You can offer membership to your Training Tilt site by creating membership plans which customers can signup to and start collecting recurring payments through our supported payment gateways. As part of a membership plan you can offer access to all your resources and access to specific training or nutrition plans.

We currently support two payment gateways. Paypal and 2Checkout. External fees charged by these companies will normally apply and are out of the control of Training Tilt.

Ensure you have created an account with one of the supported payment gateways. Either Stripe, 2Checkout or Paypal. Stripe is our preferred gateway and allows for advanced functionality like trial periods, start up payments and one off payment and fixed length membership plans

Ensure you have configured your payment gateway settings within Training Tilt so that your membership plans can be correctly connected. Checkout the payment gateways section to find out how

Once you've setup your payment gateways navigate to the "Membership Plans" section from the admin menu.

Click the create button to create a new membership plan.

Under the details tab give the plan a name and add some detail to the plan explaining to your customers what is included.  Don't forget to click save.

Then select the Payments tab to enter pricing and payment details. Select the appropriate payment gateway and give the plan a name and select the billing period (weekly, monthly etc) and the recurring price along with the currency you want the plans to display. For 2Checkout and Stripe plans you can also set a start up price which is a one off fee that new members will need to pay. The startup fee is additional to the monthly fee but is only charged on the initial signup. We strongly recommend using the Stripe gateway that has a lot more advanced functionality including trial periods, fixed price payments and additional startup pricing. Stripe is also the only gateway that allows members to update their card details and manage their account from within your Training Tilt site.

Under the "Plan Access" tab select the Training or Nutrition plans you want to give the members who sign up for the plan access to. Giving members access to plans means they will be able to view, print and apply the plans to their own schedules.

Under the "Group Membership" tab select the groups you want the members of the plan to be included in. Groups are useful for grouping members together and make changes to their security access in the future. It's a good idea to have at least one group for each membership plan. You can add a new member group from the admin - Member Groups menu.

Under Training Plan Add-ons, you can  link Training Plans to the membership plans as add-ons. This differs from the Training Plans you can currently link to a membership on the "Plan Access" tab because it allows your customers to choose from a selection of Training Plans and it also allows you to offer those as up-sells by including a price on each Training Plan. You can also decide whether selecting a Training Plan is optional or required when the customer signs up to a membership or coaching plan.

Use case: This is great for selling memberships with a single membership plan but with multiple Training Plan options rather than having to create seperate Membership Plans. It's also great for optional up-sells for your memberships for gaining a little bit more revenue. Your customers are much more likely to add a plan to a purchase they've already committed to than buying it separately. 

The Setup Screens

You can now use the "Advanced" tab on the Membership Plan to override some of the default settings to make them more specific to the plan.

The following settings can be now be overridden for a specific Membership Plan

Under the status tab ensure your plan is set to "Active" so it will appear on your signup page. If you don't want your plan to show yet leave the "Active" box unchecked. If you want it to display but not be available to purchase check the "Active" box but uncheck the "Available to Purchase" box.

Now Save the Membership Plan

Now to view how your plan will appear in your signup page navigate to http://yoursite.trainingtiltapp.com/signup (replace yoursite.trainingtiltapp.com with your Training Tilt site address)

Enable the signup page. To enable the signup page go to "Sign up Settings" from the admin menu

Then switch the signup page on.

Fixed Length Membership Plans

You can now offer fixed length membership plans as well as recurring memberships.

This functionality allows you to offer access to your on line platform for a one off price and for a fixed period of time. After the fixed period of time has passed the clients account will automatically expire and they will no longer be able to log (unless they upgrade to one of your recurring memberships)

Note: fixed length membership plans are only available when using the Stripe payment gateway

To set up a fixed length membership plan go to the Membership Plans admin page and create or edit a membership plan. Under the new "Payment" tab

Create a Membership Plan

Set up the fixed length settings under the "Payments" tab. Switch on the fixed length settings and enter a one off price and how long the membership period should last. Leave the "expires after this many days" field blank if you do not want accounts to expire.

Now when you go to to your signup page the membership plan will be available for a one off charge instead of recurring payments

When your customers signup they will be able to create their own account and login as normal. After the fixed length period is up their account will automatically be suspended (unless they have upgraded to one of your recurring memberships)

Advanced Settings

You can now use the "Advanced" tab on the Membership Plan to override some of the default settings to make them more specific to the plan.

The following settings can be now be overridden for a specific Membership Plan

Payment Notifications
You can override the payment global payment notification settings for a membership plan. For example for an annual plan you may want to send a reminder email to your clients 7 days before their subscription is going be renewed to let them know they will need to cancel if they don't want to continue. But for a weekly or monthly plan you may not want to send a reminder. To set this up you need to first set the "override" option to true and then select the appropriate setting.

Default Email Signup Messages

You can setup custom messages that get sent to your clients during their signup processes. Prior to this release you could only configure global measures but now you can set up different messages for each membership plan. This is useful if you need your clients to take different actions depending on which Membership Plan they sign up to or you just want to give them different information.

Skip the Signup Success Message

 Some of our customer use third party email automation software to push their clients into a series of welcome and on-boarding emails instead of just the default success message. You can now configure this setting for each Membership plan. You first must set the override option to "on" and then select the appropriate option.

Custom Call To Action

You can now customize the signup buttons on a membership plan by entering a custom call to action on the plan

On your signup pages the button will now show your custom call to action

Global Membership Plan Settings

The following global settings can be configured from the Admin - Signup Settings page and will apply globally across all of your membership plans unless a membership plan is specifically configured to override these settings.

Payment Reminders

It's  possible to configure an email notification for your customers who are setup on recurring subscription payments (Membership Plans).

By default they reminders are currently turned off. To turn them on go to your "Signup Settings" page from admin menu. Under the payment notifications heading turn on

The number of days to send the email prior to when the subscription will be charged is configurable directly inside your Stripe account. The default is set to 7 days. 

You can configure it from the Subscriptions - Settings section of your Stripe account.

Terms and Conditions

You can now choose to require your customers to accept your terms and conditions before signing up to any of your plans

Go to the Membership Plans admin page and click the "Advanced Settings Button"

Now you can switch on your terms and conditions so that the link will appear on all your signup pages. You can also turn on the "force users to accept terms" setting so they must check the accept terms check box before signing up (only available when using the Stripe gateway). You can edit your Terms and Conditions page by clicking the edit button

Now the terms and conditions link will appear on all the signup pages

If you are using the Stripe payment gateway then users will be forced to accept terms and conditions (if you've turned it on)

Invitation ViewClients who create their account via an invitation you send them will also be required to accept the terms and conditions.

Default Email Signup Messages

You can setup custom messages that get sent to your clients during their signup processes. 

Switching off the Signup success message
Some of our clients use third party email automation software to push their clients into a series of welcome and on-boarding emails instead of just the default success message. In this scenario it makes sense to skip sending the default success email.

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