Training Tilt

How to resubscribe a client to a membership plan

How to manually link an invitation or subscription sign up to an existing client

You can switch a customer between your membership plans from the customers account page so you can manually upgrade or downgrade their plan.

Switching a customers membership plan

This articles describes how to get the links/url's to your signup pages and how to add them as buttons or links to other web pages

How to get the links to your sign up pages

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

How to set up membership plans

If you have customers on recurring payments you may which to notify them before their next payment is processed.

How to setup payment reminders for your recurring payment customers

You can create special offers for marketing your membership plans including coupon codes, free trial periods and hidden plans

Special Offers for Membership Plans

How to integrate your membership plans with your existing website

Integrating membership sites with existing websites

Selling different levels of membership plan for different prices

Simple Multi Tier Memberships

Different types of membership plans and pricing stragies

Low Priced Base Memberships with one off up sells

Fixed price and length membership plans for one off sales

Fixed Length Memberships

Cam Langsford

Membership Plans

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.