How to set up a membership with manual verification before Stripe charges the customer? Answered

Post author
Alžběta Pevná

Hi I have a question please. Is this set up possible?

Membership & Verification Flow
The key requirement is that members are not charged until their license is manually verified by our team.
The Flow:

  • User selects a membership tier and enters their payment information via Stripe — but is NOT charged immediately
  • During signup, they must upload a photo or PDF of their active license
  • Payment is held or authorized but not captured until verification is complete
  • User receives a confirmation email letting them know their application is under review
  • Our team reviews the license and approves or rejects the application via an admin view or notification system
  • Once approved, Stripe captures the payment, the membership activates, and the member receives a welcome email
  • If rejected, the user is notified and no charge is made

Comments

2 comments

  • Comment author
    A J

    Hey Alžběta Pevná,

    I personally can think of two simple ways to achieve this use-case.

    • You can offer free trial for members when they signup.
    1. This will collect their payment method but not charge until the days that you have specified for free trial (these can be the days that usually takes for your team to approve / deny a member)
    2. You don't need to offer anything on the site while they are trialing, you can probably just have an onboarding form after signup where they upload the license or have a page which says that they will get access to the resources if they are approved.
    3. You can cancel their plan via Stripe dashboard (if their application is denied) or they will automatically be charged once their free trial ends / update the subscription to end the trial via Stripe dashboard (if you want to charge them immediately and not wait for the free trial period to end)
    • You can add paid plan to members manually via Stripe and Memberstack dashboard after you approve such member. Here's a guide on it as well.
    1. You can select to email the invoice to the customer upon subscription creation  for the first payment and probably update the subscription to charge automatically there onwards.
    2. You can checkout Stripe Docs to explore  further as well.

    Hope this gives you some idea.

    0
  • Comment author
    Alžběta Pevná

    amazing thank you for taking the time to help me out, appreciate it 🙏

    0

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