Plan Settings and Pricing Tables
In this section, I'll show you how to create some paid plans and how to hook them into a pricing table. I'm going to start from scratch, so just skip ahead if you've already finished a step.
1. First, install Memberstack into your project.
Create a Signup Form
2. Create a signup form so members are able to sign up and launch the checkout. Note: Members must have an account before they're able to purchase a price.
Create a Plan
3. Watch this short video to create a paid plan in your Memberstack dashboard. You'll want to create a plan for each type of content on your site (Basic, Premium, etc,) and then create prices for each pricing option available to customers (Basic Monthly, Basic Yearly, etc.).
Create a Pricing Table
Use the attribute
data-ms-price:update="PRICE_ID" to allow members to switch between prices. For example, to upgrade from a basic price to a premium price.
Use the attribute
data-ms-plan:add="PRICE_ID" to allow members to have multiple prices. This is great for one-time payments, courses, digital products, and a-la-carte services.
Handle Abandoned Checkouts
In order for a member to complete checkout, they must first have an account. So it's entirely possible that members will signup → leave the checkout → and then return to checkout in the future.
In order to help these people get back to the checkout in the future you should do the following:
1. First, you'll want to set your default signup and login redirects to point to a pricing page. Anytime some signs up or logs in without a plan Memberstack will redirect them to your pricing page. The first 1-minute video on this page will show you how.
2. Next, you'll want to add this element to your signup page. It will appear for members who are logged in and don't have any plans yet. I recommend linking the message to your pricing page.
Handle Failed Payments & Cancellations
If someone cancels their plan or fails to make a payment their plan will no longer be active. Which means they will lose access to their paid plan's gated content & permissions.
You can use Plan Logic to automatically add the member to a free plan or you can let treat them like a member with "no plans."
It's important that members maintain access to their profiles. You can adjust your gated content so that the profile settings pages are accessible to all members (regardless of their plan or plan status.
You can do that by gating access to your profile pages and grant access to "All Members". This will make them accessible to anyone with an account.