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How to Create Membership Tiers

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Written by Rebe Rosas
Updated over 5 months ago

Structuring your community with membership tiers is a powerful way to deliver tailored experiences, benefits, and access based on member type.

Whether you're offering a free option or multiple paid levels, tiers help you manage your community more efficiently and ensure the right people get the right value.

In this article, we’ll walk you through how to set up membership tiers on your GroupOS account, from defining your tiers to assigning permissions and pricing.

Let’s get started!

1. Go to Community Settings & Add a Membership Tier

On the right-hand menu, click on Membership, then click the ”Add Tier” button in the top right corner to start customizing.

  • Name: Give your tier a clear name (e.g., Basic Plan) so members can easily understand what it offers

  • Set the billing frequency: Choose how often members will be charged - monthly, quarterly, or yearly. Use the toggle to enable the payment frequency you want.

  • Add a short description: Briefly explain what this tier includes and what makes it unique. This helps potential members decide which plan is right for them.

  • Control module access: Decide which modules members in this tier can access. Just check the boxes for the modules you want to include.

  • Define benefits (optional): You can add unique perks or benefits to this membership tier. More details on how to do this on Step 3.

  • Adjust addition configuration: Customize other configurations for this tier to suit your community’s needs, we’ll cover these in more detail on Step 4.

2. Select Benefits

Tier benefits help you highlight what members can expect from a specific plan, making it easier for them to understand the value they're getting.

  • Add a new benefit: Click the “Add Benefit” button, enter a clear name for the benefit (e.g., Monthly Strategy Call or Exclusive Resource Library), then click Submit. Any benefits you create here will appear in the list when assigning benefits to membership tiers.

  • Select the benefits for your tier: Use the “+ Select Benefit” bar to choose from the list of available benefits. Click “Add” on the right to assign it to the tier.

You can repeat this process to add as many benefits as you'd like. Each one helps clarify the value of the membership and makes your offering more compelling.

3. Addition Configuration (Optional)

The Additional Configuration section lets you customize extra settings for each membership tier.

These options give you more control over how your memberships work and who can access them.

  • Free Trial: Allow new members to try this tier for a set number of days before being charged. It's a great way to reduce friction and encourage sign-ups.

  • Subscription Limit: Set a maximum number of active subscribers for this tier. This is useful for creating exclusivity or managing access to limited resources (e.g., “Only 50 spots available for the Pro Tier”).

  • Team Users: Define how many team members can be associated with a single membership. Ideal for community plans where multiple users need shared access under one subscription.

  • Require Subscription Submission: Add a pre-created form to the subscription flow. 👉 Click here to see how to create and customize a form. Let’s say you'd like to gather basic information from new members, you can create a New Member Form. This helps you learn more about who’s joining and tailor the experience right from the start.

  • Recommended: Highlight this tier as the suggested or best-value option. A “Recommended” badge can help guide new members toward the most popular or suitable plan.

  • Hidden: Hide this tier from public view. This is useful for creating invite-only plans, partner-exclusive tiers, or testing new offerings before a full rollout.

To enable any of these settings, simply toggle them on as needed.

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