Create a membership plan

Add a billing plan — price, frequency, forms, and add-ons — to an existing membership.

Plans define how a membership is sold — its pricing, billing frequency, and any extras like forms or add-ons. Each membership can have multiple plans (for example Monthly, Yearly, Family), all sharing the same benefits.

New to memberships? Read memberships vs plans first.

Step 1: Open the membership

From the Memberships dashboard, open the membership you want to add a plan to. Scroll to the Plans section, where existing plans are listed. Click the + icon in the top-right of the Plans box.

Step 2: Fill in the plan details

The Create new plan form has these fields:

Field	What it controls
Plan name	Shown in your dashboard and on the shop front (e.g. Monthly Standard)
Billing period	How often members are charged — monthly, yearly, every 3 months, etc.
Price	The recurring price per billing cycle
Setup cost	An optional one-time joining fee
Approval required	Whether new members need manual approval before activation

Click Create plan when done.

Step 3: Add form questions

After creation, you land on the Plan details page. Here you can add:

• Application form questions — answered once when joining (emergency contact, membership ID, etc.)
• Per-person questions — answered for each person on the plan (useful for family or team memberships)

Step 4: Connect add-ons

In the Connected add-ons section, attach any optional extras members can buy alongside the plan — locker hire, equipment storage, and so on. Click + to pick from existing add-ons or create a new one. See membership add-ons for the underlying model.

Step 5: Review subscriptions

The Plan subscriptions section shows everyone currently on the plan, with their subscription number, start date, status (Active, Pending, Cancelled), and billing dates. This is your live view of plan performance.

Checklist

To make a plan live:

1. Open a membership and click + in the Plans box.
2. Set billing, price, and any setup cost.
3. Add form questions and connected add-ons.
4. Verify the membership is on your shop front.

Related guides

Membership add-ons

Reusable extras you can attach to multiple plans.

Manage subscriptions

View, edit, pause, or cancel a member’s subscription.