Guide Purpose
Payment collection forms the backbone of any paid membership or course program. Membership.io streamlines this process by enabling members to register for your Hub and securely enter their payment details for both one-time purchases and recurring subscriptions.
‼️ All new prices must now be created directly within Membership.io, not in your Stripe Dashboard. This change ensures your pricing stays fully synced with your Hub and checkout experience.
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
- 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 Price(s)
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. 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.
Part 4 - Customize your Checkout experience
Configure your coupon, tax, customer portal, and registration page settings.
Open your Checkout menu to control what your members see during checkout after selecting a plan. You can enable coupons or automatically apply tax.
You also have the option of toggling on your Customer Portal, which lets your members manage their billing through a secure Stripe-hosted portal. This gives your members the ability to view their payment methods, invoices, and to make changes or to cancel.
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.
