Setting up Membership Management

Management of money movement is only accessible to the owner of the collective (the original user who set it up and the one that pays the invoices). Their title under the “team” tab will show the owner.

Admins can assign/ cancel a membership but cannot change bank account information or Stripe connect settings.

Setting up Stripe Connect

1. Click “Settings” in the middle collective navigation bar.
2. Click “Connect with Stripe” and complete the required information from Stripe to create and link your Stripe Connected account. The prompt from Stripe needs to be green and show success before you continue. Try waiting a few minutes and refreshing the page until Stripe has confirmed the required information. If you have already completed this step, feel free to skip it.
3. Complete guide on setting up Stripe Connect

Creating a new membership type

Under Money Movement (left-hand side under navigation under the settings tab), Membership Tiers will appear once you have connected/ created your Stripe-connected account. In this section, you will create different membership types and fee structures.

There are two sections, active and archived. Active will appear for an admin to be able to assign a membership. Archived memberships are not accessible to assign new memberships to but will remain active for any user assigned to them.

When creating a new membership, you will enter a title, a description (listed in their email invoice), a billing period, and the total amount for the subscription.

Once the membership tier is created, you can assign memberships to members.