How membership works - Soul Help Center

Your membership is a subscription to your whole portal. See how price, onboarding, discounts, Private offerings and your subscriber list fit together, and where each one lives.

Your membership is a subscription to your portal. People pay you monthly, yearly or once, and in return they become your subscribers: they get everything you've set to Private, plus anything you include for them at a subscriber price.

In the dashboard, the membership is called My Portal wherever you choose what something applies to, for example when you create a promo code.

Private on an offering means "Only subscribers can access". It doesn't mean hidden, only you, or invite-only. If you want something hidden from your portal but open to anyone you send the link to, use Unlisted. See What Private means.

The pieces, and where they live

Membership settings are spread across a few screens. This is the whole map.

Piece	What it decides	Where
Price	Tiers or a range, monthly, yearly or one-time, fixed length	Business → Pricing, Pricing tab
Membership refund policy	Refund rules for subscriptions only	Business → Pricing, Refund policy card
Pre-subscription form and FAQ	What people answer before they pay, and your membership FAQ	Business → Onboarding
Discounts and free trials	Promo codes for My Portal	Business → Pricing, Promotions tab
What subscribers get	Offerings set to Private, subscriber prices, Subscribers Only sections	Each offering's Visibility, and My Portal → Design → Sections
The Join card	Whether visitors see your Membership section	My Portal → Design → Sections → Membership
Welcome	The email or form sent when someone subscribes	Business → Customers & Subscribers, automations
Your subscribers	Who's active, who left, cancelling, inviting	Business → Customers & Subscribers
Numbers	Active subscribers, churn, recurring revenue	Business → Analytics

A subscriber's journey

They find your portal

Visitors see your Public offerings and the Membership section's Join card. Private offerings either don't show or ask them to subscribe, depending on the offering.

They choose a price

On your pricing page, bringsoul.life/portal/<your-handle>/pricing (titled Join <your portal name>'s space), they pick a plan or slide to an amount, monthly or yearly, and click Continue. If they aren't signed in, they create an account next (Create Your Account).

They answer your form

If you attached a pre-subscription form in Onboarding, they see "A few questions from <your portal name>" and click Continue to Payment.

They pay and become a subscriber

On the Subscribe page they can enter a code under Have a promo code?, then pay with Subscribe · $X / month (or Start N-Day Free Trial with a trial code). They land on "Welcome to <your portal name>'s space". They appear under Active subscribers in Customers & Subscribers, and your welcome email goes out if you set one up.

They get your Private offerings

Everything set to Private opens up for them, and Subscribers Only sections appear on your portal.

They leave

When they cancel, or you cancel for them, they move to Past subscribers and lose access straight away. Some things they already joined stay with them; see when a subscription ends. A fixed-length membership ends on its own.

Setting it up, in order

Set your price

Tiers, a free or pay-what-you-can range, or a fixed-length program.

Decide what members get

Set the offerings that are part of the membership to Private, and give priced items a subscriber price. See What Private means.

Prepare onboarding

Add a pre-subscription form and FAQ, and a welcome email.

Show the Join card

Turn on the Membership section in My Portal → Design.

Launch

Share your pricing page, with a launch discount or free trial if you like. Moving from another platform? Invite your members.

Guides

What Private means

Private is subscribers only. What that does on each kind of offering.

Set up a membership with tiers

Up to five prices, monthly and yearly.

Free or pay-what-you-can

A sliding scale, or a free membership.

Offer a free trial

Days free before the first payment.

Fixed-length membership

A program that ends, or one payment for access.

Change your price

Who the new price affects.

Onboarding: form and FAQ

What people answer and read before they pay.

Discount your membership

Launch offers, founding rates and yearly nudges.

Bring members from another platform

Invite existing members to subscribe.

Manage subscribers

Active and past subscribers, cancelling and exporting.