Allow your audience to upgrade plans in the Customer Portal

Offer upsell opportunities and allow your audience to change their subscription plan through your Hub's Customer Portal

What can I use this for?

Use Stripe's Customer Portal to allow your audience to change or cancel their plan themselves. The Customer Portal is accessible to them by clicking the Profile Icon on the top-right and selecting Billing (formerly Customer Portal).

Follow the steps below to add new Stripe prices for existing audience members to purchase from the Customer Portal.

Step 1 - Create your new Stripe prices

You can start by creating the new Stripe Prices you'd like to offer as an upsell. These prices and plans are the various payment options available under specific products in Stripe, like a monthly or annual option. For more information, see Stripe's Products and Prices Guide.

Step 2 - Activate your Customer Portal in Stripe

Configure the following two settings in your Stripe Customer Portal:

• Under Billing > Customer Portal > Payment methods, enable Payment methods (Allow customers to view and update their payment methods).

• Under Subscriptions, toggle on Customers can switch plans, then add the subscriptions you'd like to make available for your audience from the drop-down menu.

Be sure to click Save changes to save your progress.

Step 3 - Add your new Stripe prices to your Payment page

Inside your Hub's Settings under Payments & Registration, enable your Stripe Customer Portal and then click Customize Products and Prices (you must select a payment gateway first).

If you don't see your new prices, refresh your Payment Gateway.

Step 4 - Link your Audience to your Customer Portal

You can provide a link to your Customer Portal from inside a Hub Section or via an email. The link template for your Hub's Customer Portal URL is:

Where the "HUB_HASH" in the URL is the unique string of characters found in the URL for that specific Hub. For example, if your Hub URL is "https://app.membership.io/hub/gyjWJ1npMe/", then "gyjWJ1npMe" is your HUB_HASH.