Don't forget - we'll complete the installation for free! Click here to get started
Read Me First
Before you get started, be sure that this is the right app for you:
You must be using a payment gateway that is compatible with recurring payments. Today this is one of::
Shopify Payments, Stripe, Authorize.net, PayPal Express, Google Pay, Apple Pay, and ShopPay
This app is best for memberships that don't include a physical product
If you want customers to subscribe to physical products, you'd be better served by an existing subscription app
Our app specializes in billing for memberships, and enabling perks for active members
Step 1 - Create the Membership Product
Create a non-physical product on Shopify. This will represent the membership on your store. We recommend creating a new product for this:
Set the price to that of your standard membership (i.e. the monthly price)
Uncheck the option to "Track Inventory"
Uncheck the option "This is a physical product" - this will remove any shipping costs from the membership
If you are not ready to display this product on your live store, set the "Product Status" to "Draft"
Save this product
IMPORTANT: If you plan to sell multiple levels, or membership tiers, you should create a product for each tier (e.g. Gold Membership, Silver Membership)
Step 2 - Backup Your Live Theme
DON'T SKIP THIS - we modify your theme files, and this is the simplest way to revert back if you need to
In Shopify, click on Online Store, and in the Current theme section, click on Actions (or ...) > Duplicate
Optionally, rename the duplicate to understand that it is your theme before Simplee Memberships
Step 3 - Create a Membership Plan
In Simplee Memberships, create a new plan on the "Plans" page
Give it a name (e.g. VIP Membership)
Choose a customer and order tag - these will be added to active members and all membership orders
Select the product you completed in Step 1
Create one or more Membership Lengths
These determine how often you want your membership to renew
This could simply be 1 Month (or 30 Days), but you can offer customers an incentive for subscribing to several billing periods upfront
If you want to offer a free trial, setup fee, or setup a minimum or maximum number of membership orders, open the Advanced Membership Options section
In the Rules section, you can optionally add rules for things to hide from non-members
In the Additional Form Fields section, you can add questions you would like members to answer when signing up
If you want to give POS customers a flat or % discount on all orders, add that in the POS Discount section
Save the plan
Optional - Create an Automatic Discount
Our app can automatically apply a members-only discount when your members log in 🎉
After you have saved the membership plan, follow these instructions to create a discount code, then add it to your existing membership plan
Create discount code for automatic discounts
Step 4 - Update Your Theme
In the app, click on the Installation page
Choose the theme you want to update, and click Update Theme
This could take a minute, wait until this completes
Test it Out
Open the product page (if you created a Draft product, you'll need to preview it from your Shopify admin)
If you only have a single membership length, you will not see any widget on this product page - to test the installation, add the product to your cart and confirm that the membership length is displayed in the cart and at checkout
If you have multiple membership lengths, you should see two or more checkboxes on the product page letting customers choose their membership length
If you don't see this, click the chat button and let us know so that we can complete the installation for you
Create a test membership
To do this, you'll need to complete an order on your existing checkout
If your store is live, we recommend creating a 1-time 100% discount code (make sure the discount code is valid for subscription products)
Within a minute, check the app to see the membership appear
Create an account on your store for the test customer
Log in and test the member portal and any rules you may have configured
Testing on development stores
Shopify allows developers and agencies to create test memberships using the Shopify Payments test mode. Note that the Bogus Gateway will not work for memberships.
Enable Shopify Payments on your dev store (don't enter any company details)
From the Payments settings page, click on Manage to edit Shopify Payments settings
At the bottom of the page, enable Test Mode, then save
You can now go through your checkout using credit card number 4242 4242 4242 4242, with any name, address, and credit card details
If you're enjoying the app, we would love it if you would share your experience with other merchants. Here's a quick link - thanks!
Good luck launching your new membership 🎉