How to set up a tiered membership model (Bronze, Silver, Gold) with 4Geeks Payments

Creating a tiered membership model (e.g., Bronze, Silver, Gold) is a powerful way to cater to different customer needs and maximize revenue. With 4Geeks Payments, you can easily build and manage these recurring subscription plans directly from the 4Geeks Console.

This guide walks you through configuring three distinct membership tiers, allowing you to automate billing and manage subscribers efficiently without extensive coding.

Prerequisites

Before you begin, ensure you have the following:

• A 4Geeks Account: You must have an active account to access the Console.
• Active Payments Service: The Payments service must be activated in your account settings (requires legal business verification).
• Plan Strategy: Define the price, currency, and billing interval (e.g., monthly or yearly) for your Bronze, Silver, and Gold tiers.

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How to Use 4Geeks Payments to Create Membership Tiers

Follow these steps to create your three membership levels. You will repeat the creation process for each tier (Bronze, Silver, and Gold).

Step 1: Access the Recurring Plans Section

1. Log in to the 4Geeks Console.
2. On the main navigation menu (left side), click Sales to expand the submenu.
3. Select Recurring plans from the list.

Step 2: Create the "Bronze" Plan

1. Click the Create Plan button located at the top-right corner of the Recurring plans page.
2. Fill in the Required Fields to define your base tier:
   • Name: Enter Bronze Membership (Note: Plan names must be unique).
   • Description: Add a brief summary, such as "Basic access to platform features."
   • Amount: Enter the price (e.g., 10.00).
   • Currency: Select your currency (e.g., USD).
   • Interval: Choose the billing cycle (e.g., Monthly).
   • Trial Period: (Optional) Enter a number of days if you wish to offer a free trial (e.g., 7).
3. Confirm the creation to save the plan.

Step 3: Create "Silver" and "Gold" Plans

Repeat the process from Step 2 for your higher tiers:

• Silver Plan: Set a higher price (e.g., 25.00) and perhaps a different description highlighting mid-tier benefits.
• Gold Plan: Set your premium price (e.g., 50.00) for the highest level of access.

Tip: You cannot edit a plan's core details (like amount or interval) once created. If you make a mistake, you must delete the plan and create a new one.

Step 4: Subscribe Users

Once your plans are live, you can subscribe users in two ways:

• Manual Invitation: Go to the plan details, click Add a Subscriber, enter the customer's info, and click Submit. The customer receives a secure email link to complete payment.
• Programmatic: Use the Plans API to integrate the subscription flow directly into your website.

Common Use Cases

• SaaS Applications: A software company uses 4Geeks Payments to offer "Starter" (Bronze), "Professional" (Silver), and "Enterprise" (Gold) tiers, automatically unlocking features based on the active subscription.
• Fitness Centers: A gym manages memberships by offering varying access levels—Bronze for off-peak hours, Silver for anytime access, and Gold for active personal training sessions.

Troubleshooting

• Issue 1: "Plan name already exists" error
  • Solution: Plan names must be unique across your account. If you previously created a "Bronze" plan and deleted it, try using a specific variation like "Bronze Tier 2025" or ensure the previous plan is permanently removed if permitted.
• Issue 2: Customer is not being charged during the first month
  • Solution: Check if you set a Trial Period (e.g., 30 days). 4Geeks Payments will not charge the customer until the trial days defined in the plan settings have expired.
• Issue 3: Unable to edit a plan amount
  • Solution: For security and consistency, plans cannot be edited after creation. You must delete the incorrect plan (which cancels active subscriptions) or create a new plan with the correct pricing and migrate new users there.

FAQs