Finance » Membership Plans Overview
Link: https://support.brilliantdirectories.com/support/solutions/articles/12000048836
In this section of the platform, we can control the Membership Plans of the website.
At the top are the following columns:
1. Actions Column
View Sign Up Page (if set as public), Edit the membership and complete other Actions.
NOTE: If there is a red button in this section, it means that members can not sign up on this membership plan. Control this setting in the "Pricing" section >> Disable Signups For This Product >> Yes. Scroll down to the bottom to access the "Pricing" documentation.
Hover over the Actions Button and choose an action from the dropdown. Actions include:
- Clone Membership Plan
- Copy Sign Up Link
- Move Members from one membership to another
- Email Sign Up Link
- Delete the plan.
2. Plan Details
This section displays key information about each membership plan, including:
- 1. Membership Plan Name: The name of the membership plan (e.g., General User Account).
- 2. Membership Plan ID: A unique identifier for each membership plan (e.g., Membership Plan ID: 5).
- 3. Membership Plan Type: Indicates whether the plan is Free, Paid, or a Claim Listing account.
- 4. Last Updated Date: The most recent date when any changes were made to the plan settings.
This information helps admins quickly identify and manage their membership plans.
3. Members
See how many members are in that specific membership plan. Click on it to see the member's information.
Below, there are the total “Payments received” this membership plan has generated.
4. Post Publishing
Here will appear all the post types activated for that specific membership.
5. Pricing
Here is the price of the leads, monthly, quarterly, semi-yearly, and yearly subscriptions. If there are not any lead prices it is because the membership is free and the price to purchase leads is free as well.
6. Search Rules
In this section, see if the membership plan is searchable or not on the website:
- Search Visibility
- The Search Results Priority.
- Category limit.
- Max. Location Limit.
7. Search by Keyword
This feature allows admins to quickly locate a specific membership plan by typing a keyword or the Membership Plan ID in the search bar.
Use this tool to find plans efficiently when managing multiple memberships; for example, search by the plan name (“Featured Plan”) or directly by its ID (“2”) to bring it up instantly.
Editing Membership Plans
In the "Actions" section, edit the membership plans:
This setting will be divided into 5 sections:
Documentation for each tab
Please click on the tabs below to learn how to use the settings inside each section:
Additional Functionality
There is no need to go back to visit the checkout page of that specific membership plan. Now, there is a button next to the search bar that goes directly to the live form:
Also, there is a Keyword Search option at the top right of the page, it will search on all tabs at once:
e.g: When trying to find the "Articles" post inside the membership plan settings, just type "Articles" and the system will show the tab where it is located.
