Plans are the instructions and rules for how you will sell your memberships. They also outline the perks that active members will get with their membership.
General Setup
When you click the Create Plan button, you'll be presented with various fields to fill out.
Product: click Select Product and choose the Shopify product you'll use for your membership
Tier Name: choose a name for this membership tier. You can create additional tiers for this product in the future if you'd like.
Customer Tag: the tag that our app will use to identify customers with active memberships.
Order Tag: optionally add a tag that we'll add to each successful membership order
Membership Lengths
Next, we need to add at least one membership length. This is the frequency that your membership will bill active members. You can add several lengths, which will all appear on the membership's product page for customers to choose.
For each length, add the following information:
Length & Period: the frequency that you want to bill members. Common options are 1 month, 1 year, etc...
Price: what is the regular price of this membership? (if you're offering a trial or charging a setup fee, enter the regular price to charge after this period)
Display Name: this is the text that customers will see when selecting their membership length
Description: most widgets will display a bit of additional information. Generally information about your cancellation policy
You can add several lengths here. If different lengths will have different perks (ie. Gold members get 25% off, Silver get 20% off), then you'll want to create a different tier for these.
Advanced Options
If you select the checkbox for Advanced membership options, you'll be presented with a few additional settings you can use for the selected membership length.
Free/Discounted Trial or One-Time Setup Fee: turn this on to charge a different amount on the first one or several orders.
For a free trial, set the Price to 0, then choose the number of days or orders to make the membership free
For a setup fee, enter the price of the membership + the setup fee into the Price field (ie. for a $20 membership with a $50 setup fee, enter $70). Set the number of orders to charge this fee
One-Time Payment: if you want to charge customers one time for their memberships, and give them access for life, choose this option.
Require Minimum Orders: do you want to require that members complete a set numbre of orders before being able to cancel themselves?
Expire Membership After: if the membership should only last a set number of orders, then remove the member's access, enable this feature
Restricted Content
If you plan on giving members access to restricted pages, blogs, or products, open up the Restricted Content section.
IMPORTANT: In order for restricted content to work, you need to update your theme. Open the Installation page, choose the theme to update, and click Enable Hidden Content.
Simply click on Add Restricted Content, choose the type of content to restrict, and if required, select the name of the page, product, or blog to restrict.
Member Discounts
If you plan on giving members a discount on their future purchases, you will need to create a restricted discount code, then add that code here.
Learn to create a restricted Shopify discount code in this article.
When active members log in, we will display a message on their account page, and on the cart page if you have entered a message and enabled those messages.
You'll need to save your plan before creating the Shopify discount code, since the code needs to reference a customer segment we create after the plan is created
POS Discounts
If you use Shopify POS, you may want to give active members a discount in store. To do this, simply provide a name for the discount, and the amount to discount. This can be either a percentage, or fixed amount.
To enable discounts on your POS screen, add a new tile to your POS interface. You will see a Simplee Memberships tile under the Apps section.
At POS, your staff will need to add the customer to the cart. If they have an active membership, the Simplee Memberships tile will light up, and staff can apply an available discount.
POS discounts cannot be limited to specific products/collections. Your staff will need to understand whether they should apply the discount or not on the products in cart
Additional Questions
If you would like to ask new members some questions on the product page before purchasing their membership, add Additional Questions. The Label will be displayed on the product page, and the type of input will be determined by the Field Type selected.
You can also choose to make some fields required. Note that all members will automatically share their name and email address when going through checkout, so you do not need to ask for this.
