Guide Purpose
Payment collection forms the backbone of any paid membership or course program. Membership.io makes this process easy by enabling members to register for your Hub and securely enter their payment details for both one-time purchases and recurring subscriptions.
‼️ IMPORTANT NOTES:
- Following the new version of the Membership.io Payments, all new prices must now be created directly within Membership.io, not in your Stripe dashboard. This change ensures your prices stay fully synced with your Hub and checkout experience
- Once a Stripe gateway is added to a Hub, it can no longer be changed or detached. You'll need to create a new Hub or duplicate it to connect a different gateway.
- You'll still use Stripe to process payments and manage payouts, but the setup and control of pricing now live inside the Membership.io platform.
Table of contents
➡️ Feel free to click on any link to dive deeper into what's being mentioned.
- Access your Payments menu
- Create your price(s)
- Connect your Stripe account
- Customize your Checkout experience and Billing access
- Share your payment link with your members
Part 1 – Access your payments menu
Get started by accessing your Hub's Payments Menu.
From inside your Hub's main menu, open Payments and head to Pricing.
Part 2 – Create your Prices
Create your free, monthly, annual, and/or one-time prices.
Once inside your Pricing menu, click ➕ Add Price, give your plan a name, select the payment period, and enter your desired price tags.
Click Confirm to save your changes and add the new price to your Hub. Repeat this process as needed to add additional pricing options.
Part 3 – Connect your Stripe account
Authenticate your Stripe account to set up your payouts.
Click Setup Payments to connect your Stripe account. If you don't have a Stripe account, you can also follow the instructions below to set up a new one.
You'll be asked to select what country you're operating out of and your billing currency.
From there, click Add Information to connect your existing or new Stripe account. A pop-up will appear where you'll be prompted to enter your email address and password. From there, you'll be asked to use either your phone or an authenticator app like Google Authenticator to set up two-factor authentication to protect your Stripe account.
Once you authenticate your account, you'll be taken back to your Membership.io account, where you'll go through a series of steps to finish setting up your account:
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Let's start with some basics: you'll be asked what business type you have
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Verify your personal details: provide your legal name, address, birth date, email, job title, and phone number
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Business details: provide your industry, website, and product description
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Add an account for payouts: this is where you'll provide your bank's transit and account numbers to make sure your payouts are sent to the correct account
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Add public details for customers: customize how your payments will appear on customers' bank statements
- Confirm tax details: choose if you'd like to collect specific taxes
- Review and submit: take a moment to review your information
Once these steps are completed, you'll see your Pricing page update to show that your payments are connected. You'll now see a quick link to access your Stripe Payments Dashboard as needed.
If you're creating a new Stripe account in this step, you'll also be asked to confirm your identity and your email address. Be sure to complete these steps to ensure your payouts are not disrupted.
⚠️ If you connect a Stripe account that's already being used outside of Membership.io, Stripe will not link to your existing account activity. Instead, Stripe automatically creates a new, separate account specifically for the Membership.io integration.
Here are some helpful references from Stripe:
Part 4 – Customize checkout experience and Billing access
Control your currency, checkout behavior, and what billing actions members can manage.
Open your Billing Options menu to configure everything related to payments after a member selects a plan. You’ll see the following settings:
Currency
Choose the billing currency for your Hub using the dropdown. This sets the currency used across all prices and checkout pages.
Checkout
Enable Coupons
- Allow members to enter Stripe discount codes at checkout.
- Requires coupons created in your Stripe Coupons settings.
Include Tax
Automatically calculate and apply sales tax based on your customer’s location using Stripe Tax.
NOTE: Stripe Tax must be configured in your connected Stripe account for this to work.
Billing Access
Allow your members to handle their own billing through a secure, Stripe-hosted Customer Portal. Within the portal, members can easily view invoices, update payment methods, and manage their subscriptions—including switching between plans or canceling their subscription as needed.
In addition to making checkout changes, you can also customize what specific plans appear on your registration page or make any changes to the copy that your members will see.
Part 5 – Share your payment link with Members
Send your payment link to your members.
Once your payments are set up, it's time to share your Hub with the world!
Next to your Hub's name, you'll see a three-dot menu that includes the option to Copy your Register Page's URL. Share this link with your members, and they'll be able to sign up and pay for your Hub.
