If you're looking to offer a membership program where customers can pay a recurring fee to access your service or location (like a gym or an online platform), Subify makes it easy to create a simple membership plan.
Examples:
Gym membership
Online course platform
Co-working space membership
Let’s walk through the steps using a Yoga Membership as an example.
Step 1: Create Your Membership Product on Shopify
Before configuring your membership plan in Subify, you need to create the membership product in Shopify.
Go to your Shopify dashboard.
Create a new product for the membership you're offering. For this example, we’ll call the product "Yoga Membership".
Add the pricing, description, and details that explain the benefits of the membership. For example, you can include details about class schedules, exclusive access, or membership levels.
You can offer different membership tiers (like Bronze, Gold, Platinum) or add the membership frequency (e.g., weekly, monthly, yearly) as variants. For example, you could have Bronze, Silver, Gold as one set of variants, or you could have Weekly, Monthly, Yearly as variants.
Since this is a service, mark the product as a Digital Product (no shipping required) in the product settings.
Step 2: Create a New Plan and Add Your Product
In your Subify dashboard, navigate to the Subscription Plans section. This is where you will create and manage all your membership plans.
Select the membership product you created in Shopify (e.g., Yoga Membership).
Set the purchase option to Subscription only to ensure the product is available only as a recurring membership.
Step 3: Create Your Selling Plan
Under the selling plan options, select how often you want customers to be charged for the membership. In our example, we’ll set it to Monthly, as customers will be charged once a month for membership fees.
If you offer different membership frequencies (like monthly, yearly) create separate selling plans only for the frequency variants (e.g., Monthly, Yearly). You will need to price each frequency variant correctly in Shopify and then connect the correct variant to the corresponding selling plan in Subify.
Step 4: Finalize and View the Result on Your Shop
After configuring your membership plan and adding your product, it’s time to finalize and launch your membership. Once the membership plan is live, head over to the product page to check how the membership widget appears.
Verify that the widget is displaying the membership options as expected.
Ensure that the pricing and subscription frequency reflect what you’ve set up.
Check the purchase flow by adding the membership to the cart and going through the checkout process as a customer.
Step 5: Track Your Members in Shopify
Once your membership program is live, you can track your active members easily from your Shopify dashboard using Shopify’s customer segments feature.
Go to your Shopify dashboard, then navigate to Customers.
In the Segments section, create a new segment.
Use the following filter:
product_subscription_status = 'SUBSCRIBED'.
This allows you to monitor all customers who have an active membership and manage your members efficiently.
Customization
After the membership plan is live, you can fully customize the widget to match your store’s branding and enhance the customer experience.
Go to the Widgets tab in Subify.
Customize the widget layout, color schemes, and labels to align with your store’s design.
By default, Subify places a "Subscription" label on the widget. For a membership, you might want to update this:
In the widget customization options, find the label and change it from "Subscription" to "Membership" to clearly communicate to customers that they are signing up for a service membership.
This will ensure the widget reflects the nature of the membership program clearly.
Troubleshooting
If the widget doesn’t display correctly or if you run into any issues, Subify has built-in resources to help:
Visit the Widget Troubleshooting Guide in the Subify dashboard for solutions to common issues.
If you need further assistance, you can reach out to our 24/7 customer care team using the chat icon located at the bottom right of your page.