Membership plan categories let you group your plans into classifications such as Monthly Plans, Annual Plans, Junior, or Adult. Categories make it easier for members to find the right option when they join or renew, and help you keep your plans organised in the admin area.
Why use categories
Easier navigation: members can filter to the most suitable plan quickly, reducing confusion at the point of joining.
Simpler management: you can organise and manage plans within clear groupings rather than one long list.
Better member experience: a clearer structure helps members make an informed choice.
How to create a category
Click the burger menu in the top left, scroll to Tools, and click Settings.
Under Your Offerings, click Membership Plans.
On the Membership Plans page, click the Manage Categories label icon, found next to the plan view options on the right.
Click Add Category (or Create your first category if you have none yet).
Give the category a Name, such as Monthly Plans or Junior, and choose a Colour for its tile.
Click Create Category.
Your categories appear under the Active tab on this page, and you can archive ones you no longer need.
How to assign a plan to a category
Open the plan you want to assign for editing.
On the Details step (What is this plan?), find the Category dropdown.
Select the category you created, then click Save Changes.
Once plans are assigned, you can filter the Membership Plans page by category using the All Categories dropdown, and members can filter by the same categories in the Member Area.
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