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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 onean oroptional moremember billing intervals (monthly, semester, or annual).limit. Once you save a plan it becomes active immediately and appears on your co-op's public membership page.

Separately, the Membership Payment page controls whether — and how much — your co-op charges at signup. A plan price and the membership payment settings work together: see Step 1 before you create your first plan.

Before you start: Your Stripe account must be connected under Payouts & Billing before you can createcollect any payment — a flat membership fee, a paid plans.plan price, or both. Free plans with no fee do not require Stripe. See Setting Up Stripe Payments for setup instructions.

Step 1: OpenSet MembershipUp PlansHow You Collect Payment

  1. Sign in to your co-op admin panel.
In the left sidebar, click Membership Payment (listed just below Membership Plans).

Configure three settings:

Setting What it does Collect membership payment at signup On (default): a family is sent to checkout before their application completes. Off: applications are accepted without payment. Membership dues A flat, one-time fee (in dollars) charged when a family joins without picking a priced plan. If a plan has its own price, the plan's price is charged instead of this fee. Finish the application automatically when a family pays Off (default): a paid application still waits in the Paid — Pending queue for manual approval, even though payment already cleared. On: a paid application is approved the instant payment clears.

If you leave the membership dues field blank and every plan is either free or has no price of its own, the page shows a warning — "No family can be charged yet" — because nothing is configured to charge. Set a membership dues amount here, a priced plan in Step 4, or both before you publish your enrollment page.

Step 2: Open Membership Plans

  1. In the left sidebar, click 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 2:3: Create a Plan

  1. 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

  1. 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
Member Limit (optional) Maximum number of members allowed on this plan. Leave blank for unlimited.

Step 3:4: Set Pricing and Billing Intervals

Free plan

Toggle on Free Tier if families join at no cost.cost through this plan. No Stripe connection is required for free plans. Skip to Step 4.5.

If you want a free-tier plan but still collect a flat charge, leave the plan's price unset and use the Membership dues fee from Step 1 instead — that fee applies whenever a family joins without a priced plan.

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.

Coming

Stepsoon:

4:Checkout Setfor Optionala Limitsplan

Scrollpriced downwith ina Monthly, Semester, or Annual billing interval isn't available yet — a family who selects one of these plans today hits a payment error instead of completing checkout. You can configure billing intervals now so they're ready when this ships, but until then, collect dues through the modalflat toMembership configure optional settings:

Field What it does Member Limitdues fee (optional)Step Maximum1) numberpaired ofwith membersa allowedFree on thisTier 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:

  1. Contact Info — primary contact name, email, and phone number
  2. Household — children and household details
  3. Membership — plan and billing interval selection, then payment (if anything is owed)

Family join form — Step 1: Contact Info

After completing the form, families are taken to Stripe Checkout to pay (forany paidmembership plans)dues or plan price that applies, or directly to a confirmation page (if nothing is owed. As noted in Step 4, checkout for freea plans).billing-interval-priced plan isn't available yet — keep your enrollment page limited to Free Tier plans plus the flat membership dues fee until that ships.

Step 7: View ActiveMembership MembershipsSignups

To see who has applied or enrolled:

  1. In the left sidebar, click Membership Signups.

Admin Membership Signups page showing status tabs

The Membership Signups page shows all applications with status tabs:

Tab Meaning
All
Every application, regardless of status Completed Enrollment is finished and payment (if required) has been received Awaiting PaymentSubmitted Family submitted the formapplication. butThis hastab is based on status, not yetpayment paid— a free or already-settled signup can land here too. Paid — Pending Payment received; awaiting admin approval (when "RequiresFinish Application"the application automatically when a family pays" is on)off in Step 1) 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 Voided An admin voided the application; it's no longer active Abandoned Family started and did not complete within the session

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

What's Next

  • Signup Questions — Add custom questions to the enrollment form: in the sidebar go to Signup Questions.
  • Coupons — Create discount codes for your plans: in the sidebar go to Coupons.
  • Payouts & Billing — View Stripe payouts and check your balance: in the sidebar go to Payouts & Billing.
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