Help center › For organizations › Memberships › Fill in a plan's details

Fill in a plan's details

Name, price, billing frequency, image and the two descriptions, field by field.

Applies toDashboardWebsiteMobile app

The Plan Details section is the part a member actually reads before deciding. Every field here shows up somewhere public, so it is worth being deliberate.

Steps

  1. On the plan form, work down Plan Details.
  2. Fill in the fields described below.
  3. Carry on to benefits and FAQs, or jump to the bottom and choose Save Membership if you want to come back to it.

The fields

Plan Name. Kannect's own hint is "Name of this membership tier", so this is the tier, not the category. Bronze, Silver, Gold, Founding Member, Trainer. Keep it short, because it is the heading on the card.

Pricing. A number with a dollar sign in front. "Set the price for this membership. Use 0 if free." A plan priced at 0 is a free plan and joins without payment, which is how you run a free community tier alongside paid ones.

Duration. A dropdown with four choices: One-time, Monthly, Quarterly and Yearly. Kannect describes this as "How long the membership lasts or billing frequency", so it does two jobs at once. On a paid plan it is the billing frequency, and the price you entered is the price per that period. On the plan card it is shown in words, so Monthly reads as 1 Month.

Plan Image. Choose Upload Image. Supported formats are JPG, PNG, WebP and AVIF, and the note tells you plainly where it goes: "This will appear on your website." Once an image is set the buttons become Change Image and Remove.

Short Description. Up to 150 characters, with a live counter. This is "a quick summary shown on the membership card", so it is the line people skim. One sentence on who the plan is for beats a list of features.

Full Description. Up to 5000 characters. This is the body of the membership page, where you can make the actual case for joining.