Search results for how to install MemberSpace on

144 articles found

  • 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

  • How to notify members about new content

    When you add a new Space or Content, you can instantly notify members so they don’t miss it. Notifications appear as a bubble on your MemberSpace button and inside each member’s What’s New feed. How

  • How to apply a coupon to a member in Stripe

    This guide does NOT cover how to create a new coupon within MemberSpace. Learn how to create a new coupon. Sometimes you'll run into a situation where you want a coupon added to a member's existing

  • 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

  • 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

  • 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

  • How to change the default currency for plans

    By default, MemberSpace plans are created in USD (U.S. Dollars). You can change that default to any currency supported by Stripe. Here’s how to adjust your default currency and how that setting

  • How to connect Stripe

    Connect to Stripe to get paid and securely take payments from your customers using all major credit cards (Visa, Mastercard, American Express, etc), Apple Pay and Google Pay. No Stripe account?

  • 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

  • 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

  • How to disable plans

    To disable a plan in MemberSpace, follow these steps: Log into your MemberSpace and select Pricing > Edit the desired plan Scroll down to find the Enable Plan toggle and switch the toggle off Click

  • 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

  • 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

  • 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

  • How to log out

    Unless you log out as described below, you will stay logged in for 30 days before being required to log in again. If you visit your site before the 30 days are up, the time starts over, and you won't

  • 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

  • Zapier (automate workflows)

    How to use Zapier with MemberSpace Our integration with Zapier allows you to send your member's data to over 1,000 other 3rd party services like Mailchimp, Trello, Hubspot, Google Sheets, etc. Learn

  • How to add a member to a plan?

    Follow the steps below to add a member to a new plan or to change a member's subscription. In your MemberSpace backend, go to Members. Next, find the member you'd like to add to a plan and click View

  • 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

  • Agency Accounts

    Agency accounts 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,

  • (Legacy Feature) What are content links

    Content links are no longer supported and should be moved over to the Content area. Content Links are 100% optional — but they are the most secure way to protect the content on your protected pages

  • How to Create a Personalized Membership Experience

    MemberSpace doesn’t currently include a built-in feature for personalized memberships. However, you can repurpose existing tools to create a unique experience for each of your members. Follow the

  • How to view your invoices

    Login and open your Account Click the Billing tab Click View Invoices

  • 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)

  • How to manually approve members

    Some organizations prefer to manually review and approve each new member before granting access to their plans and protected content. MemberSpace makes this easy to manage. Follow the steps below to

  • 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

  • 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

  • How to access your Dashboard

    The Dashboard displays metrics that allow you to better understand how your membership is performing. You can view total revenue, payments, membership activity, and product analytics. All of the data

  • 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,

  • How to change your password

    Login and open your Account Click Change password in the Profile section. Fill in the form and click Update Password.

  • How to join new plans

    Login and open your Account Click the Plans tab Click the Join new button within the Plans section. Select a new plan and then check out. Any plans you were previously on will always be listed under

  • How to cancel your subscription

    If you’d like to cancel your membership, here’s how you can do it quickly and easily: Step 1: Access your account Log in to your membership account From your Spaces, click Your Account. Step 2: Find

  • How to transfer a site over to someone else?

    Say for example you're a web design agency who has set up MemberSpace for a client. If you did so without an Agency Account, you may have added the client's site under your MemberSpace account and

  • Member signup and login options

    There are several ways members can sign up, log in, and access content from your website. Choose whichever combination works best for your membership — just be sure to offer at least one signup and

  • Can I choose where to redirect my customers after signup, login, and logout?

    Learn how to setup customer redirects. Yes, with MemberSpace, you can choose the specific URL you want to send your customers to after signing up and logging in, depending on which of your plans they

  • 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!

  • How to update your payment information

    Login and open your Account Click the Billing tab Click the 'Change' button Enter your new card information (or choose another payment method, e.g. Apple Pay or Google Pay) and click Update Payment

  • 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

  • How to drip out content access

    Dripping content allows you to control when specific content becomes available to members after they join a plan. This is a great way to pace lessons, modules, or resources over time rather than

  • How to manage a member account

    Site owners and administrators have full access to the member list and individual member account profiles. While updates to member plans and profiles can be made, we strongly recommended obtaining

  • How to cancel a member's plan

    Follow the steps below to cancel a member's plan. In your MemberSpace backend, go to Members. Next, find the member whose plan you'd like to cancel and click View member details. Click Cancel below

  • How to edit your email address

    Step 1: Change email address Login and open your Account. Click the Change email button under Profile. Fill in the form and click Update Email. You will see an email confirmation message popup appear

  • How to edit your profile information

    Login and open your Account Click Edit Profile under your name in the Profile section Change any information you want then click 'Update Profile' at the bottom.

  • Pricing your membership and content

    Plans in MemberSpace are how you control who gets access to content on your website. A plan defines: What content a member can see How long access lasts In other words, plans act as your membership

  • Adding members only content

    You can add content for your members in a variety of ways—locked pages, links, posts, file uploads, and videos. Members can search through content, bookmark their favorites, get notified when new

  • 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

  • Social Sign On (SSO) with Google

    Google social sign-on (SSO) will automatically be enabled for all new sites connected to MemberSpace after April 30th, 2024. Allow members to use their Google account to sign up & login. IN THIS

  • Viewing member activity and data analytics

    With MemberSpace, you have access to detailed analytics on how your members interact with your content. To get a quick snapshot of your overall engagement, you can easily view what content your

  • 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

  • How to customize wording your members see

    Customize the wording members see In MemberSpace, click Customize in the left navigation > Custom Wording Click the + to change any of the default options under Customizable Wording: Add your new