How do I create a membership? (Get paid every month, not just once)
A membership turns your coaching into income that comes back every month. Members pay you the same amount, monthly or yearly, and get ongoing access to the resources, courses and tools you share with them. You’re not starting from zero with a new sale every month.
It’s also a great way to keep people close. Members keep showing up between sessions, which means better results for them and a warm audience for everything else you sell.
Where to find Memberships
In the left menu, click Memberships. You’ll see:
- All Memberships: every membership you’ve made
- Members: everyone who has joined, across all your memberships
- Membership Creator: start a new one
How to create a membership
Click Membership Creator (or + Create new membership on All Memberships). Your work saves as you go, so you can stop and come back.
- Details: add a name (like “Monthly Coaching Membership”), a short description for your store card, and a thumbnail image. You can also set a member limit, or leave it blank for unlimited.
- Library: pick the resources members get.
- Courses: pick any courses members get.
- Tools: pick action items, goals, journals or worksheets to share. See What coaching forms and tools are available?
- Membership Price: choose Monthly or Annual, and set your price. Members are charged automatically until they cancel. If you change the price later, it only affects new members.
- Publication Settings: publish it to your store, or save it as a draft.
- Sales page: your membership gets its own sales page. Make it yours with the full designer. See How do I build a sales page that sells my coaching offer?
- Checkout: use your standard checkout, or give this membership its own. See How do I customize my checkout page?
Members can pay with Stripe or PayPal, whichever you’ve connected.
Keep it fresh
Open any membership from All Memberships to manage it. The Overview shows a checklist of what’s left to set up, and you can add more resources and tools at any time. Your members get an email when you add something new, so they know to come back.
Your members
Click Members to see everyone in one place, with your Active members, Monthly recurring revenue and who canceled in the past month. Filter by Active, Canceled or Payment failed.
When someone cancels
Members can cancel from Memberships in their portal. You can also cancel someone from Members by clicking Cancel membership. Either way, they keep access until the end of the period they’ve already paid for.
Once people have joined, you can archive a membership to take it out of your store. Your current members aren’t affected.
What your members see
Members find everything under Memberships in their portal: the resources, courses and tools you’ve shared, all in one place.
Ideas for your first membership
- Monthly resource club: a new worksheet or guide each month, plus your library of past ones
- Course library: all your courses for one monthly price
- Between-session support: journals, goals and action items that keep people moving
Frequently Asked Questions 
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