QUANTM7 Docs
Platform

Memberships

How to create membership plans, build landing pages, and manage subscribers.

QUANTM7 has built-in membership plans. You can offer recurring subscriptions with benefits like discounted pricing, exclusive access, or member-only products.

Creating a plan

Go to Memberships in the admin sidebar. Click Create plan to start.

Every plan has a few key settings:

SettingWhat it does
NameThe name customers see, like "VIP Membership"
HandleA URL-friendly slug, like vip-membership
Billing cadenceHow often the customer is charged: monthly, quarterly, or annual
PriceThe recurring price in pence (e.g. 1199 for £11.99)
Annual priceAn optional discounted annual price. Only available when the billing cadence is monthly or quarterly
Trial daysFree trial period before the first charge
Tax modeWhether the price includes VAT or VAT is added at checkout

When you save a plan, billing is set up automatically. If you change the price later, the billing updates to match.

Benefits

Each plan can have one or more benefits. These are the perks that make the membership worth it.

Benefit typeWhat it does
Percentage discountA percentage off products (e.g. 15% off everything)
Fixed discountA fixed amount off (e.g. £5 off orders over £50)
Free shippingFree shipping on all orders
Member-only accessAccess to products marked as member-only

Benefits are applied automatically at checkout when the customer has an active membership.

Tier gates

You can restrict a plan to certain customer tiers. For example, a "Wholesale VIP" plan might only be open to wholesale customers. If no tiers are selected, the plan is open to everyone.

Building a landing page

Each plan has a landing page at /membership/{handle}. The content is built from body sections, the same sections used in the visual editor.

This means you can use any combination of sections to build your landing page:

  • Rich text for hero headers, benefit descriptions, and calls to action
  • Image with text for alternating benefit showcases
  • Membership pricing for the checkout card with plan details and pricing

Rich text tips for membership pages

The rich text section has settings that work well for membership landing pages:

  • Heading size can be set to Hero for large, impactful headlines
  • Width can be set to Standard (1200px) for a comfortable reading width
  • Badge shows a price pill (e.g. "£11.99 / month") next to the heading
  • Badge note adds small text next to the badge (e.g. "Cancel anytime")
  • CTA note adds helper text next to the button (e.g. "Start saving today!")
  • CTA color lets you override the button color to match your brand

The pricing section

Add a Membership pricing section to show the price, benefits, and a checkout button. It pulls data from the plan, so it stays in sync.

The checkout button takes the customer to the payment page.

You can also link any CTA button on the page directly to checkout using the URL format:

/checkout/membership?plan=your-plan-handle&cycle=monthly

Replace your-plan-handle with your plan's handle, and use monthly or annual for the cycle.

How checkout works

When a customer clicks the checkout button:

  1. They are taken to the membership checkout page
  2. If they are not logged in, they are prompted to log in or create an account
  3. They enter their payment details
  4. The first payment is charged (unless there is a trial)
  5. VAT is calculated automatically based on the customer's location
  6. The customer is redirected to a confirmation page

After checkout, the membership is activated automatically. Behind the scenes:

  • The customer's membership record is created with an active status
  • Their member status is set to the plan name (e.g. "VIP Membership")
  • Member benefits apply to all future orders immediately
  • A welcome email is sent to the customer with their plan details
  • A new member alert is sent to the store owner

Notifications

Three emails are sent at key points. Each one uses your store branding.

Welcome email

Sent to the customer when their plan activates. It includes:

  • Plan name, price, and billing cycle
  • A link to manage their membership

Payment failed email

Sent when a recurring charge fails (e.g. expired card). It includes:

  • The plan and amount that failed
  • A link to update payment details
  • A warning that benefits may pause

Stripe retries the payment based on your settings. If every retry fails, the status changes to cancelled.

New member alert

Sent to the store owner's contact email. It includes:

  • Customer name and email
  • Plan name, price, and billing cycle
  • A link to the customer in admin

Member status

Customers have two separate labels: a tier and a member status.

LabelWhat it meansHow it changes
TierAccount type: retail, wholesale, or staffSet by the store owner
Member statusThe active plan name, or "Standard" if noneSet when they subscribe or cancel

These two labels are independent. A wholesale customer can also be a VIP member. A retail customer with no plan shows "Standard".

When someone subscribes, their member status takes the plan name (e.g. "VIP Membership"). When they cancel, it reverts to "Standard". This is automatic and does not change their tier.

Both labels appear on the customer detail page.

Managing subscribers

The Subscribers tab on the memberships page shows all active, cancelling, and cancelled members. For each subscriber you can see:

  • Their name and email
  • Which plan they are on
  • Their status (active, cancelling, trialing, paused, cancelled)
  • How many billing cycles they have completed
  • When their current period ends

Membership stats

The stats bar at the top shows:

StatWhat it means
Active membersCurrently paying subscribers (includes trialing and cancelling)
MRRMonthly recurring revenue, normalized across all billing cadences
30-day churnMembers who cancelled in the last 30 days

Changing a membership status

From the customer detail page, you can:

  • Pause a membership (stops billing, keeps the record)
  • Resume a paused membership
  • Cancel a membership (takes effect at end of current period)

Auto-assign plans

Plans can be set to auto-assign mode. Instead of a paid subscription, these plans are assigned automatically based on conditions:

SettingWhat it does
ConditionThe rule for auto-assignment (e.g. total spend over £500)
TagA label shown on the customer's profile
ColorThe tag color
Auto-removeWhether to remove the plan if the customer no longer meets the condition
Grace daysHow many days to wait before removing

Auto-assign plans are useful for loyalty tiers. For example, you could tag anyone who has spent over £1,000 as a "Gold Member".

Member pricing on products

Plans can control how pricing appears on your storefront:

ModeWhat customers see
StandardNormal pricing. Members see their discount at checkout
Member teaserNon-members see a teaser like "VIP price: £X.XX" with a prompt to join
Member onlyThe product is only visible to members

The teaser label and call-to-action text are customisable per plan.

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