Getting Started with Simplee Memberships

Getting this app up an running is a breeze! We will add a video walking you through each of these steps soon.

Don't forget - we'll complete the installation for free! Click here to get started

Setup Steps

1. Install the app (obviously :-)
   

2. Create a non-physical product on Shopify
   This will represent the membership on your store. We recommend creating a new product for this:

   1. Set the price to that of your standard membership (i.e. the monthly price)

   2. Uncheck the option to "Track Inventory"

   3. Uncheck the option "This is a physical product" - this will remove any shipping costs from the membership

   4. If you are not ready to display this product on your live store, set the "Product Status" to "Draft"
      

3. In the app, create a new plan on the "Plans" page

   1. Give it a name (e.g. VIP Membership)

   2. Choose a customer and order tag - these will be added to active members and all membership orders

   3. Select the product you completed in Step 2

   4. Create one or more Membership Lengths

      1. These determine how often you want your membership to renew

      2. This could simply be 1 Month (or 30 Days), but you can offer customers an incentive for subscribing to several billing periods upfront

   5. In the Rules section, you can optionally add rules for things to hide from non-members

   6. In the Additional Form Fields section, you can add questions you would like members to answer when signing up

   7. Save the plan
      

4. Create a backup of your published theme

   1. This is optional, but if your store is live, we recommend creating a backup and testing the app on that theme before publishing it

   2. In Shopify:

      1. Click on Online Store

      2. On your current theme, click Actions > Duplicate
         

5. Install our code on your backup theme

   1. In the app, click on the Installation page

   2. Choose your backup theme, and click Update Theme
      

6. Check the installation

   1. Open the product page (if you created a Draft product, you'll need to preview it from your Shopify admin

   2. 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

   3. If you have multiple membership lengths, you should see two or more checkboxes on the product page letting customers choose their membership length

      1. If you don't see this, click the chat button and let us know so that we can complete the installation for you
         

7. Create a test membership

   1. To do this, you'll need to complete an order on your existing checkout

   2. If your store is live, we recommend creating a 1-time 100% discount code

   3. If your store is not live, create a test order in a way that works with your checkout

   4. Within a minute, check the app to see the membership appear

   5. Create an account on your store for the test customer

   6. Log in and test the customer portal an any rules you may have configured