Rex

Manage a membership plan

After creating a plan, use the plan detail view to update settings, assign member benefits, and control visibility.

1

Navigate to a plan

Click any row in the plans table to open the plan detail view.

PromoteMemberships
2

Edit plan details

Update the plan name, descriptions, redirect link, button text, or priority. Pricing rates cannot be changed — delete and recreate the plan if pricing needs to change.

PromoteMembershipsEdit
3

Manage tags

Add, remove, or update tags. Each tag has a name, priority, and an **Available** toggle that controls whether the tag is currently active.

PromoteMembershipsTagsEdit
4

Assign discount benefits

Check the box next to each discount to include it as a benefit for this plan's members. Use the search field to filter by name. Changes save immediately.

PromoteMembershipsBenefits
5

Control plan status and visibility

Toggle **Plan is Active** to activate or deactivate the plan. Use the **Visibility** dropdown to set the plan to **Public** (visible on the memberships page) or **Hidden** (accessible only via direct link). The Stripe Plan ID field shows the plan's identifier — click the copy icon to copy it.

PromoteMembershipsPlan Controls
6

Upload a plan thumbnail

The image appears in the plan card on the public memberships page. Recommended: square image, minimum 270×270px.

PromoteMembershipsPlan ThumbnailUpload Image

Updated May 12, 2026

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