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136 articles found
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How to edit a connected site
You can always edit the details of any connected website. In your MemberSpace account, find the website you want to edit and click Edit Site: You can edit the following details: Which platform your
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Customize the URL redirects
You can control exactly where members and prospects are sent during key moments after signing up, logging in, logging out, or when they try to access content they don’t have permission to see. This
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How to export member data
You can easily export all of your members' data out of MemberSpace whenever you want! Before you export, you can also choose to filter your member list by plan status (e.g. paid, canceled, on trial,
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How to gift your membership
MemberSpace does not have official gifting functionality, but you can certainly repurpose our existing features (see below) to create a gifting experience. How to create a gifting experience (manual)
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Can I sell a monthly membership + add ons?
Yes! With MemberSpace, your members can purchase multiple Member Plans at once — allowing you to offer add-ons alongside your main membership. However, each member can only be subscribed to one
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Does MemberSpace prorate subscriptions?
Yes! MemberSpace automatically prorates recurring subscriptions whenever members change plans or when you use specific billing dates. How Proration Works If you’ve set up a fixed billing date (for
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How to limit concurrent logins
The concurrent login limit feature lets you control how many people or devices can be logged into the same member account at the same time. This helps prevent members from sharing their login details
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What kind of support do you provide?
We offer several ways to get help and make the most of MemberSpace: 💬 Email Support Have a question outside of business hours? You can reach us anytime using the blue Help button in your dashboard
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How to message members
You must set up email white-labeling to use Member Messages. Easily communicate with your members by sending emails via Member Messages. Email all members across all plans, or segment by specific
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How to create group memberships with MemberSpace
MemberSpace makes it easy to set up group memberships, such as when a company purchases access and then provides it to their employees. This guide explains how to configure your group membership
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How to test your member experience and plans
Once you've created spaces, created your plans, and added login and signup links to your website, it's generally a good idea to test your member experience to ensure a seamless flow. Sign up for your
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How to customize notification emails
Notification emails are the messages MemberSpace sends to your members when they take account-related actions — for example, resetting a password, starting a trial, cancelling a plan, and more. While
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How to pause memberships
We know that sometimes offering your members the option to pause a subscription can help to avoid cancellations. While we do not currently have a "pause membership" feature in MemberSpace, you can
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How to adjust payment renewal reminder emails
Whenever you have members signed up for a recurring or multiple charge plan that has a payment interval of 3 months+ (e.g. annual plans), they will receive a payment renewal reminder email. Edit the
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How do you manage failed payments?
MemberSpace automatically helps you recover failed payments, abandoned signups, and cancellation attempts — so you don’t have to lift a finger! When a member’s recurring payment fails (for example,
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Is it possible to bulk protect page URLs?
Yes you can lock page URL's en masse (in bulk) with MemberSpace. Go to Content > +Add Content Select Lock Page Enter the page URL with a forward slash and asterisk: /newsletter/* Select which plans
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Circle (community forum)
If you would like to have a place for your members to create threaded community discussions around various topics (like a Facebook Group or forum), Circle is a great modern tool to do that with. Your
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Can my members have more than one recurring subscription?
Your members can only be subscribed to one recurring payment plan at one time. However, they can be on more than one multiple payment, one-time payment, and free plan in addition to a recurring
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How do I make my plans private?
If you are looking to create a plan that can be joined by invitation only, you will want to set your plan to "private". By default, members are able to upgrade, downgrade, or join public plans from
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Can I charge my members an additional one-time fee?
Yes! You can add a one-time signup fee to any recurring or multiple-payment plan. This can be easily configured when you create your plan. A signup fee is a great way to cover any upfront costs
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Email variables
Notification Emails glossary Breakdown of all the notification emails, variables they contain, and required variables. Email Variables Required All Emails "site.name", "site.website",
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How to remove MemberSpace branding
By default, MemberSpace displays subtle branding in a few places across your site and communications. This helps people know your membership system is powered by MemberSpace, but many users prefer a
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What to do if you forgot your password
Open your login form and click Forgot password? Enter your email address and click Send me reset instructions. A notification with instructions will appear. Open the Password reset request email in
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How to remove the coupon field from payment forms
If you don't want to give members the option to use a coupon when joining any of your plans, you can easily remove the coupon field from your payment forms. Click Customize (in the left navigation)
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How to edit the signup link in login form
By default, your MemberSpace login form allows existing members to log in and gives non-members the option to create an account to join your membership. If you prefer not to allow open signups, you
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How to delete plans
Follow these steps to delete a plan. Go to Pricing in your left navigation and click Edit next to the plan you want to delete: Scroll down and click Delete this plan? > Delete plan now: Click OK in
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Agency Plans
Agency plans are exclusive to web design/development agencies and other professionals setting up a MemberSpace site on behalf of a client. While you may already have a MemberSpace account,
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Which payment methods can my members use?
Credit/Debit Cards With MemberSpace's Stripe integration, you can securely process payments from members using all major credit cards (Visa, Mastercard, American Express, etc.), while supporting
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Pricing migration
If you need to move customers from one recurring plan to another (for example, if you are making a pricing update to a subscription offering), our Support team can help you with the migration!
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How to collect state or local taxes
The article below is NOT tax advice. We strongly recommend you speak with an attorney and/or accountant to decide the best strategy for collecting and paying your taxes. Collecting taxes can be
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Stripe (payment processing)
IN THIS ARTICLE How to connect to Stripe Creating a plan Canceling a plan (or trial) New member signup Member payments Setting up coupons for members Creating manual charges in Stripe Voiding failed
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How to modify the Stripe invoices your members receive
Learn how to edit invoices in Stripe. MemberSpace now uses Stripe to generate and send all payment invoices. If you or your customers need to update or customize the information that appears on these
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How to add multiple websites to your MemberSpace account
See pricing for connecting multiple sites. How to add an additional website In your MemberSpace account, click on Add a new site: Then, select a platform from the dropdown and fill in the form with
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How to add members to an email list in a GDPR-compliant way (via Zapier)
If you want to simply add members to an email list and don't need them to opt in first, you can read this guide instead. Let's say, for example, you use an email marketing platform like Mailchimp to
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Coupons
IN THIS ARTICLE Creating coupons Recurring/multiple payment plans One time payment plans Setting coupon lengths Managing coupons Stripe and coupons How members apply coupons How to remove the coupon
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Rewardful (affiliate functionality)
Rewardful is a great option if you want to have affiliates for your membership business. We are recommending Rewardful through an affiliate link, which means we earn a commission if you choose to
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How to provide cancelation alternatives
Instead of letting members cancel outright, MemberSpace lets you present alternative options that may retain them. For example: Extend their trial period Give them a discount coupon Let them contact
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How to get Terms & Conditions consent in a GDPR-compliant way
In order to have your members agree to your Terms & Conditions, Privacy Policy, or any other legal document, you'll need to create a custom signup field. Here are the steps to set this up: Talk with
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How to recover abandoned signups
If a new customer creates an account but does not officially join one of your plans, we'll show them an abandoned signup popup on your website and send a short email series prompting them to finish
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How to refund members
If you need to refund either a full or partial charge for one of your members, you'll need to do that from within your Stripe account. Open a new tab in your browser and go to your Stripe Dashboard
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Setting up tax rates in MemberSpace
When creating your plans, you may want to add a tax e.g. VAT if you're in the EU. Or perhaps you simply want to add a fee of some kind on top of your pricing. The article below is NOT tax advice. We
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Community Box (member directory)
If you would like to have a member directory that dynamically updates whenever you gain/lose members via MemberSpace, Community Box is a great tool for that. You choose what information from your
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How to invite members
IN THIS ARTICLE Manually invite members Send a signup link Import existing members There are a few different ways to invite members to join your membership. The best option for you will depend on
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What to do if members don't receive the password reset email
If you or your member forgets your password, you can easily initiate a password reset. Troubleshooting password reset for your member If your member goes through the process of resetting their
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How to automatically add members to an email list (via Zapier)
If you want to add members to your email list in a GDPR-compliant way (i.e. after they opt in), please read this guide instead. Let's say, for example, you use an email marketing platform like
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Migrating (and importing) to MemberSpace
You must be on a paid MemberSpace plan in order to migrate members. Migration is not available while on our 14 day free trial. Migration to MemberSpace from another platform is a straightforward
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How to setup specific billing dates
When you're creating a recurring payment plan, you have the option to enable a billing date: For example, say you have a $50/month recurring payment plan with a billing date set to the 1st of the
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How to manage site admins
By default, a MemberSpace customer who initially connected a website to their account is the "site owner." But say you have people on your team (or a client) who will need access to the MemberSpace
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Complying with Visa’s Subscription & Trial Rules
Effective April 18, 2020, Visa requires all businesses processing subscriptions that include a free trial to follow a specific set of rules. MemberSpace makes compliance simple — just follow the
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Can I block people from rejoining my membership?
On rare occasions, you may need to block a member from rejoining your membership. You can do this directly from your MemberSpace dashboard: Go to the Members section. Search for the member you’d like