Software package

Membership platform package

Plans, trials, gated content and billing that look after themselves: a benefits matrix per tier, proration on every plan change, retries and dunning in your voice, coupons with partner attribution, sharing limits and a churn dashboard that says who left, when and why.

Custom build Concept demo

Get a quote for this package

Who it is for

Built for

A good fit

Membership businesses, paid newsletters and publications, clubs, coaching programmes and private communities with a few hundred to tens of thousands of paying members, run by a founder or small team with one or two people on content and support. It suits businesses that sell more than one tier, offer a trial, change plans often enough that proration matters, and lose enough members to failed payments and silent cancellations to want the numbers in front of them. Daily users are the owner checking the churn dashboard and plan performance, the content manager publishing gated resources and setting tier access, support looking at a member's billing history before replying, and members choosing a plan, managing their subscription and using what they pay for.

Not the right fit

It is not for associations with membership grades, committees and an AGM, which have the association membership package, nor for product subscription boxes that ship physical goods each cycle. Businesses that need per-seat team billing or gating of several external platforms need the custom route for those parts.

The operational problem it solves

How it runs, step by step

Monday morning.

The owner opens the churn dashboard: eleven cancellations last week, seven of them in the second month of the mid tier, five citing the same reason from the cancellation form.
Trials started last week number forty-three; fourteen have converted and the rest will receive the day-six reminder tonight.
A member on the top tier whose annual renewal failed on Saturday is in the retry column: the first retry is tomorrow, the first dunning email went out in the owner's wording, and access continues through the grace period, so there is no Monday-morning complaint.

The content manager publishes a new workshop recording and sets it to the mid tier and above, releasing it to members two weeks after their join date so the onboarding sequence stays in order.

Support opens a member's record to answer a billing question and sees every charge, retry and plan change on one timeline; the member upgraded from monthly to annual in March and the prorated credit is shown exactly as the member saw it before confirming.
A partner's code was used nine times this month and the partner report reflects it.
One account has signed in from six devices in four cities; the sharing limit has flagged it, and the member is asked to confirm devices before the next sign-in.
A member clicks cancel and is offered a two-month pause instead; she takes it, the subscription is paused with a resume date and the reason is recorded.
By midday the owner has exported the cohort view by join month and tier for the quarterly review.

Features

What the package does

The package ships as modules that mirror the subscription life cycle: plans and benefits, trials and sign-up, billing and dunning, gated content and community, and retention analytics. Each module below lists what it does; the comparison table shows which package variant includes it.

Memberships

Plans and benefits matrixMonthly and annual plans with a benefits matrix per tier, and versioned prices so existing members keep the rate they joined on.
TrialsTrials with or without a card, reminders before they end and tracking of how many convert.
Account and device sharing limitsLimits on shared accounts and devices, with a confirmation flow for the member.
Per-seat team plansTeam plans where an administrator manages the seats, scoped as custom work.

Billing and payments

Upgrades, downgrades and pausesMembers upgrade, downgrade, pause or cancel, and see the prorated amount before they confirm.
Recurring billing with retries and dunningRecurring charges through a connected provider with a retry schedule, grace period and dunning emails in your own wording.
Coupons and partner codesCoupons and partner codes with attribution and an expiry date.

Content and editorial

Gated content by tierResources and downloads visible by tier, released over time relative to each member's join date.
Member community areaA community area where access depends on the member's tier.
Win-back sequences and gift subscriptionsMessages to lapsed members, and gift subscriptions that someone can buy for another person.
Gating of an external platformAccess to one external platform opened and closed by sign-on or webhook as a membership starts or ends.

Reporting and insights

Churn, cohort and conversion reportsChurn, cohorts and trial conversion with the reasons members give for cancelling.

Package variants compared

Business Software
Custom Platform

Which features each package variant includes
Feature	Business Software	Custom Platform
Plans and benefits matrix	Included	Included
Trials	Included	Included
Upgrades, downgrades and pauses	Included	Included
Recurring billing with retries and dunning	Included	Included
Gated content by tier	Included	Included
Member community area	Included	Included
Coupons and partner codes	Included	Included
Churn, cohort and conversion reports	Included	Included
Account and device sharing limits	Optional	Optional
Win-back sequences and gift subscriptions	Optional	Optional
Gating of an external platform	Optional	Optional
Per-seat team plans	Not in this variant	Optional

Roles and permissions

Who does what

Owner
- Create plans, billing periods and the benefits matrix, and version prices without touching existing subscriptions
- Set trial rules, retry schedules, grace periods and dunning wording
- Create coupons and partner codes and see attribution
- See churn, cohorts, trial conversion and revenue by tier
- Set sharing limits and cancellation offers
Content manager
- Publish articles, resources, recordings and downloads with tier access
- Set drip release relative to join date
- Manage community areas and pinned content
- Cannot see billing details
Support
- See a member's billing timeline, plan changes, retries and devices
- Issue refunds, pauses and plan changes within rules the owner set
- Resend access and reset sharing flags
- Cannot change plans or prices
Member
- Choose a plan, start a trial and subscribe
- Upgrade, downgrade, pause or cancel with the prorated amount shown first
- Update payment method and download invoices
- Access content and community areas for their tier

Example screen

Concept demo

Concept demo of a membership platform retention dashboard showing cancellations by tier, trial conversions, a payment retry in grace and partner code attribution.

The owner's retention view on a Monday: last week's cancellations by tier and reason, trials by day with conversions, the retry column showing a failed annual renewal in its grace period with the dunning email sent, and a partner code's uses for the month.

Scope and options

What is included and what is extra

In the base package

Plans with monthly and annual billing, a benefits matrix per tier and versioned prices that protect existing rates
Trials with or without a card, reminders and conversion tracking
Upgrades, downgrades, pauses and cancellations with proration shown before confirmation
Recurring billing through a connected provider with retry schedule, grace period and dunning emails in your wording
Gated content, resources and downloads by tier with drip release
Member community area with tier-based access
Coupons and partner codes with attribution and expiry
Churn, cohort and trial conversion reporting with cancellation reasons

Common add-ons

Account and device sharing limits with confirmation flow
Gating of one external platform by sign-on or webhook
Win-back sequences for lapsed members
Gift subscriptions

Needs custom work

Per-seat team plans with administrator seat management
Gating of several external platforms or a mobile app
Unusual billing rules such as usage-based or metered tiers
Migration from a plugin with years of protected rates and partial history

See the custom development service

Ownership, maintenance and pricing

After the build

Deployment and ownership

Runs on your own hosting or on hosting we manage; the choice is made in the proposal and can change later. You own the code and your data in both cases. Members, subscriptions, billing history and content access rules can be exported at any time in standard formats, and nothing in the package stops a move to another provider or payment processor.

Maintenance

Maintenance is optional and scoped separately from the build. When taken, it covers security updates, monitoring of billing webhooks and dunning emails, backups, and a monthly window for small changes such as a new coupon type, a change to a benefits row or revised dunning wording. Larger changes, such as a new tier structure, are quoted as change requests.

Pricing model

Priced per proposal.

Sold as a one-off setup and customisation with optional monthly maintenance and hosting as separate recurring lines. The setup figure depends on the number of tiers and billing periods, the trial and dunning rules, the add-ons selected, the payment provider, any external gating and the subscriptions migrated. The proposal itemises each line so recurring costs are never hidden in the build.

Software package

Custom build Concept demo

Variants

Plans with monthly and annual billing, a benefits matrix per tier and versioned prices that protect existing rates
Trials with or without a card, reminders and conversion tracking
Upgrades, downgrades, pauses and cancellations with proration shown before confirmation
Recurring billing through a connected provider with retry schedule, grace period and dunning emails in your wording

Priced per proposal. A written proposal is the only binding figure.

Get a quote for this package Prefer a fully custom build?

FAQ

Frequently asked questions

Can members change plan mid-cycle?

Yes. An upgrade takes effect at once with the prorated charge shown before the member confirms; a downgrade takes effect at the next cycle unless you choose otherwise. Every change appears on the member's billing timeline.

How do retries and dunning work?

You set the retry schedule and the grace period; the payment provider attempts each retry and the package records the result. Dunning emails in your wording go out at the points you choose, access continues through the grace period, and a member who updates their card is restored without contacting support.

Can we run a free trial without taking a card?

Yes. Trials can require a card or not, with reminders before the end and a one-step conversion. Trial conversion by source and tier appears in the reporting.

What stops one login being shared by an office?

With the sharing limits add-on, each account has a device limit you set. When it is exceeded the member is asked to confirm or remove devices before signing in again, and support can see and reset the flag.

Can it gate our course platform or community chat?

Gating one external platform by sign-on or webhook is an add-on, scoped once we have seen what that platform permits. Several platforms, or a mobile app, are custom work through custom membership platform development.

Does it tell us why people leave?

The cancellation flow asks for a reason you define and can offer a pause or a lower tier instead. Reasons, tier, life-cycle stage and acquisition source appear in the churn and cohort reports.

Is this a finished product I can see running?

Not yet. The readiness badge shows the real state: the package is a custom build assembled from our memberships, orders, content and messaging modules for each business, and the retention view on this page is a labelled concept demo rather than a live client system.

Get a quote for Membership platform package

Tell us about your locations, the people who will use it and the add-ons you need. We reply with a clear, competitive proposal.