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Onboarding Guide
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Memberships are recurring subscriptions that auto-bill on your schedule—monthly, quarterly, or even a custom length. They can grant a certain number of credits or full unlimited usage, and may come with perks like discounted events.
Here’s a quick intro to how they work:
https://www.loom.com/share/858a061240414c50b58c214db966e5c5?sid=8b9f2e86-3d11-49bc-885c-5e711eee89f2
Now, let's get into each of these features one at a time:
Our platform lets you customize almost everything about your memberships, including some special cases.
https://www.loom.com/share/4114eb12cd7d49bf8f2877d9aac94ee9?sid=200c4d8f-787c-4675-a7cf-ef2c8c1c13f0
Here are a few relevant step-by-step guides:
If you want them locked in for X months, you can require them to contact you to cancel. Some memberships allow immediate cancellation, while others have a 30-day notice or automatically end.
https://www.loom.com/share/c9a6eb15c23f4a1f9a9b7bad7f57e582?sid=30752b91-e57d-47d2-829c-8a603578a676
Here are a few relevant step-by-step guides:
If you raise prices, let existing members keep their old membership by archiving it. New signups see only the updated version.
https://www.loom.com/share/67ad7cf5e9754fba81a2308a718966f9?sid=050cb2f0-9db0-4503-ad25-d765875f2f03
Here are a few relevant step-by-step guides:
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Up next, everyones favorite part, reporting!
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