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Membership Portal Design

Plans, renewals, and member-only resources for clubs and B2B programs.

  • (3)
  • 3 learners enrolled
  • 5 lessons
  • Last updated Aug 2026

What you'll learn

  • If members only get a newsletter, you have a list, not a portal.
  • Show the plan name, end date, and what happens if they lapse.
  • Templates, rates, or event recordings stay behind the plan.
  • Opt-in fields only.
  • Count active logins, upcoming renewals, and lapsed members who still have access.

Course content

5 lessons

  • 1. A membership is a login
  • 2. Plans and renewal windows
  • 3. Gated resources
  • 4. The member directory
  • 5. A monthly membership review

Description

A membership is a relationship with a login, not a mailing list with a PDF.

This course covers plan tiers, renewal windows, member directories, and gated resources that do not leak.

You will define what a member sees on day one versus after they renew — and how finance sees it too.