🧰 What You Will Need
- A Hub with Stripe connected as your payment gateway
- Products and Prices configured in Stripe
- The Stripe Customer Portal enabled and configured
NOTE: If you need help setting up your account to enable payments, we recommend going through this article.
If you're using Stripe to manage subscriptions, members can upgrade or switch plans directly from inside your Hub. This is done through Stripe’s Customer Portal, which is integrated with Membership.io.
Once enabled, your members will be able to access the billing portal to view and switch plans.
How it works
Membership.io uses Stripe to handle all subscription payments. When members want to change their plan, they can do so inside the Stripe-hosted Customer Portal. It is accessible via the Billing option in their Hub profile menu.
In the portal, members can switch between plans you’ve created in Stripe. When a member upgrades, Stripe will automatically handle proration.
Allow your members to change their subscription plan in the Customer Portal
- Make sure you have properly set up the Customer portal
- Add/Update your prices in Membership.io Payments
- Enable the option to allow members to switch plans
This makes the portal accessible to your members. When they click their profile icon in the top-right corner of the Hub and select Billing, they’ll be redirected to Stripe’s secure portal to manage their subscription.
You can also share the portal URL directly with members (typically: https://yourhub.com/billing-portal).