Simplee Apps

A quick start guide to get your memberships program up an running as smoothly as possible

Getting Started with Simplee Memberships

Instructions on creating a product on Shopify which will work with your memberships configuration

Create a Membership Product

How to change the basics, and what to do to fully customize your subscriptions widget

Styling your storefront widget

Test Your Memberships Installation (Live)

If your store is not yet live, these instructions will walk you through creating a membership plan and testing out your first membership

Test Your Memberships Installation (Test)

An overview of the memberships customer portal

Customer Portal - Overview

Creating and Managing Plans

If your store is using the latest customer accounts version, you'll need to add a way for members to access their member portal.

Add Member Portal Link to New Customer Accounts Page

Update your Shopify POS smart grid to show the membership discount feature

Add the POS Smart Grid Tile

You can now give members store credits which are built into the Shopify platform! No need for Rise or CreditsYard to do this anymore

Give Members Shopify Store Credit

We'll go through some of the most common things you'll want to do when installing Simplee Memberships and getting it set up to sell

Basic Setup & Configuration

Find answers and get help from Intercom Support and Community Experts

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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.

Connect your stack

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

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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.

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

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

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

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