How to Set Up Membership Plans and Recurring Payments

Overview

Membership Plans let you define the tiers families choose from when joining your co-op. Each plan can have a name, a description, feature bullets, and one or more billing intervals (monthly, semester, or annual). Once you save a plan it becomes active immediately and appears on your co-op's public membership page.

Before you start: Your Stripe account must be connected under Payouts & Billing before you can create paid plans. Free plans do not require Stripe. See Setting Up Stripe Payments for setup instructions.

Step 1: Open Membership Plans

Admin Membership Plans page — empty state

The page shows all your active plans. If you have not created any yet, it shows "No plans yet" with a Create Plan button.

Step 2: Create a Plan

Click + Create Plan (top-right) or the Create Plan button in the empty-state card.

The Create Plan modal opens.

Create Plan modal with fields for name, description, features, and billing

Fill in the plan details:

Field	What to enter
Plan Name	Short, recognizable name (e.g., "Basic", "Family", "Premium")
Description (optional)	One or two sentences describing what the plan includes
Features (optional)	Bullet points shown to families on the enrollment page — click + Add Feature to add more

Step 3: Set Pricing and Billing Intervals

Free plan

Toggle on Free Tier if families join at no cost. No Stripe connection is required for free plans. Skip to Step 4.

Paid plan

Leave Free Tier off. Under Billing Periods, enable one or more intervals:

Monthly — families are billed every month
Semester (6 months) — families are billed twice a year
Annual — families are billed once a year

For each enabled interval, enter the price in dollars.

Processing-Fee Handling — choose how Stripe's processing fee is covered:

Option	What happens
Absorb (default)	Your co-op pays the processing fee. Families are charged exactly the listed price.
Gross-up	The processing fee is added into the displayed price. Families see one all-in amount.

You can mix intervals and fee modes — for example, offer both Monthly and Annual with different fee settings on each.

Step 4: Set Optional Limits

Scroll down in the modal to configure optional settings:

Field	What it does
Member Limit (optional)	Maximum number of members allowed on this plan. Leave blank for unlimited.
Requires Application	When on, each signup must be manually approved by an admin before the family gains access.

Step 5: Save the Plan

Click Create Plan. The plan saves and is immediately Active — no separate publish step is needed.

To edit a plan later, return to Membership Plans and click Edit on any plan card.

Step 6: How Families See and Enroll

Once at least one plan is active, families can visit your co-op's public membership page at:

https://yourco-op.cooplyhq.com/membership/plans

The page lists all active plans. If you offer multiple billing intervals (e.g., Monthly and Annual), a toggle at the top lets families switch between intervals to compare prices.

Family-facing Membership Plans page

Families click Join Now to begin a three-step application:

Contact Info — primary contact name, email, and phone number
Household — children and household details
Membership — plan and billing interval selection, then payment

Family join form — Step 1: Contact Info

After completing the form, families are taken to Stripe Checkout to pay (for paid plans) or directly to a confirmation page (for free plans).

Step 7: View Active Memberships

To see who has applied or enrolled:

Admin Membership Signups page showing status tabs

The Membership Signups page shows all applications with status tabs:

Tab	Meaning
Completed	Enrollment is finished and payment (if required) has been received
Awaiting Payment	Family submitted the form but has not yet paid
Paid — Pending	Payment received; awaiting admin approval (when "Requires Application" is on)
On Hold	Admin has placed the application on hold for review
Rejected	Application was not approved
Draft	Family started but did not submit the application
Abandoned	Family started and did not complete within the session

Click any row to view the full application details and take action.