Create a membership plan (access plan)

Bundle courses, community and certificates into a free or paid membership tier, and know what works today.

A membership plan (Flourivate calls it an access plan) is a tier, such as "Free Circle" or "Inner Circle, $49 a month", that unlocks a set of courses, communities and certificates.

Before you start

• Time: 15 minutes per plan.
• The content exists: plans only list published courses and active communities, and certificate templates must already exist. See Build a course and Create your community, channels and first posts.
• For paid plans: Stripe connected and a payment routing default set for both Live and Sandbox. Plans can fail without it. See Choose where payments go.

Step 1: Create the plan

1. Go to Learning > Manage > Access Plans.
2. Click Create Plan. The Create Access Plan dialog opens.
3. Plan Name: what members see, for example "Inner Circle". Required.
4. Description: what's included, in a sentence or two.
5. Price ($): leave it at 0 for a free plan.
6. Billing Interval: Monthly, Quarterly, Yearly or One-time. Pick one of the first three for an ongoing membership.
7. Features (comma-separated): short highlights shown as badges on the plan, for example "Monthly group call, Private community, Course library". Use commas, not new lines.
8. Leave Active on.
9. Click Create Plan.

The dialog has no place to choose content. You do that next.

Step 2: Choose what the plan includes

1. On the plan's card, click the ˅ to expand it.
2. Use the Courses, Communities and Credentials tabs and tick everything this plan should unlock.
3. Check the counts under the plan name, such as "2 courses · 1 community · 0 credentials".

Step 3: Connect a paid plan to Stripe

For a paid plan, click Sync Stripe on the card (or Sync to Stripe in its ⋮ menu). This sets up the plan's price in your Stripe account.

Change or remove a plan

Open the plan's ⋮ menu:

• Edit Plan opens Edit Access Plan. Make changes and click Update Plan. If you changed the price, sync to Stripe again.
• Delete Plan is in red. Turn Active off instead if members are on the plan.

What to do until joining works

• Selling a course? Use a checkout instead. See Sell a course.
• Giving clients a course? Send a portal invite with the course ticked. See Invite clients and give them course access.
• Running a community? See Give members access to your community for the current options.

Check it worked

• The plan card shows your price and interval (for example $49/mo) and Active.
• The counts under the name match what you ticked.

If something's off

• Create Plan is greyed out: fill in Plan Name.
• Your course isn't in the Courses tab: publish it first.
• Your community isn't in the Communities tab: check it's active.
• A member's plan checkout spins or says "Something went wrong": that's the known issue above. Check your payment routing has a global default in both Live and Sandbox, then send us a request. We've reported it and will follow up with you.