What this tab controls
Below Essential, the whole tab sits behind an upgrade panel — “Customize your membership page”.
Set it up
1
Connect a payout account
Finish Online payments first. Everything else here is decoration until money can actually be taken.
2
Publish your plans
Create your membership plans in the Memberships module and make them public and active. This tab only shows plans that already qualify — “No public, active plans yet. Plans you publish will appear here.”
3
Set your address
Type your Page address. The indicator under the box tells you whether it is free — it is checked for format, for reserved words, and against every other workspace, so a common name may already be taken. Save changes stays disabled while the address is not usable.
4
Write the page
Fill in Headline, Subheadline and, if you want one, an Intro. Then the After checkout block — Success title and Success message are what a new member reads the second they have paid, so make them say what happens next.
5
Brand it and order the plans
Pick an Accent color and a Theme, and upload a Page logo if you want something different from your practice logo. Then under Plan display, drag the plans into the order you want and choose a Featured plan if one should stand out. The Live preview follows every edit.
6
Save, then go Live
Select Save changes, check the preview once more, then flip the switch to Live and save again.
What changes once you save
Going Live publishes the page at your address. It is public — no sign-in, no invitation. Anyone with the link can pick a plan, pay, and become a recurring member. Payments settle to your connected payout account. Saving without going Live changes nothing publicly. You can edit and preview all day; the address stays dark until the switch is flipped. The tab nudges you when your live page is behind your edits: “Save your changes so the live page reflects them.” Changing the slug changes the link. Any link you have already shared — in an email, on a flyer, in a social post — points at the old address and stops working. The new address is checked for format, for reserved words, and for uniqueness across every workspace on the platform, which is why an obvious name may be refused as taken. The embed follows the same page. On Team, the snippet you paste into your own site renders this same page as a floating button or inline block; edits here flow through to it once saved. Below Team you still get the hosted link — “Your hosted link above works on every plan.” What does not change: existing members. Editing wording, branding or plan order has no effect on anyone already subscribed, and turning the page Off does not cancel anybody — it only stops new signups.Check it worked
Select Open and view the page as a visitor would. Your headline, colours and logo should be there, your plans in the order you dragged them, and the featured plan marked. Then run a real signup on a low-value plan with your own card, confirm the Success message you wrote appears, and check the member shows up in the Memberships module.Common issues
The tab is blurred behind an upgrade panel
The tab is blurred behind an upgrade panel
Membership pages start at Essential. See Change your plan.
I only get a line saying I do not have permission
I only get a line saying I do not have permission
“Only clinic owners and managers can configure the membership page.” An accountant can reach Settings but not this tab’s controls.
Save changes will not enable
Save changes will not enable
Either nothing has changed, or your Page address is not usable — check the indicator under the box. It blocks saving on a bad format, a reserved word, or an address another workspace already holds.
My page is live but shows no plans
My page is live but shows no plans
Only public and active plans appear. A plan left as a draft, kept private, or never activated is invisible here — and a plan cannot be activated at all without a connected payout account.
The embed section says Embed on the Team plan
The embed section says Embed on the Team plan
Embedding is a Team feature. Your hosted link works on every plan, so you can link to it from your website in the meantime.
I edited the page but the public version is unchanged
I edited the page but the public version is unchanged
Your edits are unsaved. The amber line — “Save your changes so the live page reflects them” — is the tab telling you the live page and the editor have diverged.