How to add custom pages and menu items to Memberstack's Productized Service Template for a client dashboard? Answered
Hi there!
I’m looking into using the Productized Service Template (https://www.memberstack.com/webflow-templates/productized-service-template) by Memberstack for my design studio website, mainly to provide a client portal/dashboard where clients can track their projects.
I noticed the template already includes menu items like “Projects,” “Add New Project,” “Profile Settings,” and “Slack,” but I’m wondering — is it fairly straightforward to add additional menu items and pages?
For example, I’d like to add:
- A Contact page with a members-only contact form and booking calendar
- A Contracts page to display proposals and signed agreements
- A Payments page with invoices, receipts, and payment links
- A Shared Content page for files and image references from clients
- A Membership Tier page where members can see their current plan (e.g. Basic, Pro, Premium, etc.), and upgrade or downgrade directly from the dashboard
Has anyone extended the template in this way? Would love to hear how customizable it is or if there are any gotchas I should be aware of.
I came across this Memberstack doc on Member-specific Pages and Login Redirects (https://docs.memberstack.com/hc/en-us/articles/7385311945499-Member-specific-Pages-and-Login-Redirects), which outlines 3 approaches:
- Personalizing template pages
- Creating specific pages per member
- Using Make or Zapier
Does anyone know which method the Productized Service Template uses by default? Just trying to understand how it’s set up under the hood so I can plan ahead when extending the template.
Thanks in advance!
Comments
2 comments
Hey Yuki “Ray” Machida, awesome project use-case by the way.
With any template that fits your project, you can add pages, customize features, use custom scripts (if you need those), integrate 3rd party (via Make / Zapier if you prefer to) etc. If you have your use-case clear, you can go ahead and create the pages you listed and explore how it fits with Webflow (in case you are integrating something else with it like a booking interface etc.)
You can take inspiration from free templates, components, memberscripts and also reach out to this community if you face any specific blockers in implementing something along the way.
Each project requirement is unique so there is scope to customize any template as much as you want, you just will have to research and explore what you want to implement and how you want to do it.
And regarding your follow-up question, I was previewing the template out that you shared, and it seems currently, the Dashboard shows (projects for the logged in member via custom code, that is projects are filtered based on the current logged in member via the code that comes with the template (so not much you would have to do in this), the Profile settings page is nothing but a series of components which allows users to edit their profile information like name, email, password, social auth connections etc. You can find the guide to such profile forms here.
Make platform is used for this template, which will be handy when users create new projects, the workflow that you will get via this template will create such new projects in CMS and which will in turn be showed in Dashboard for members.
Other than this there is no different member specific page as far as I checked, i.e. the members are not stored in the Webflow CMS to have unique links for each member. You can create unique links for each members if that's what you want by having a workflow create new member items in Webflow CMS when they signup on the site (similar to how the projects are created in CMS) and handle it as you want like the guide shares. Hope this gives you some idea.
Thanks so much, A J — this is really helpful!
I’ve got a rough idea of what I want to build, so it’s great to know the template is flexible and can be extended with more pages and features. Your explanation of how the dashboard and Make integration work gives me a much better sense of how it’s all connected.
I’ll start exploring things further and see how far I can get with the pages I mentioned. Really appreciate you pointing me to the docs and resources — I’m sure I’ll be back with more questions as I dig in 😅
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