Memberships are usually created automatically. That is, when a customer purchases a product with a membership option in your store.
There is also a manual method of creating a membership, which can be done in Memberships > Create Membership (in the upper right) in your Appstle dashboard. This is how merchants can create memberships on behalf of their customers.
IMPORTANT: In order for this method to work, customers MUST have payment options stored within Shopify.
This section is divided into 4 parts:
1. Next Order Date and Billing Information
This is where you can define the parameters for the membership plan you wish to provide your customer. You can set the next order date (for subsequent fulfillments), the next order time, the billing frequency, and billing interval (days, weeks, months, years).
Click on advanced options to reveal additional fields.
Minimum number of orders is how many billing cycles a customer has to commit to their membership before they are able to cancel it or change anything within it.
Maximum number of orders is how many billing cycles need to pass before a membership is automatically canceled. This would be used if the membership you are creating is meant to go on for a set period of time, rather than indefinitely.
The plan name and description are self-explanatory; choose a name and wording for the description that best describes the membership plan you are creating for the customer (ex: how often the membership renews, what products are in the membership plan, etc.). You can choose to leave them blank if you'd like.
2. Currency
Simply choose the currency that the membership plan, and by extension, your store, will run on. The example store here is US-based, so the currency is set as USD.
3. Products
Click Add Products to bring up a pop-up menu similar to the ones you'll see when creating membership plans.
Search for your membership product and Add it to this plan.
4. Customer Details
The fourth and final section is Customer Details. If the customer you are looking to make a membership for already has their information stored within Shopify, click Choose Customer in the upper-right to search for the customer’s name.
The customer ID and email ID fields should automatically fill out after selecting a customer name.
Last is the Payment Method ID, which is by far the most important part of this section. Click the dropdown menu to be shown what payment methods are associated with this customer (in their Shopify customer profile). The customer must have a payment method(s) associated with their Shopify profiles, or this section will not be populated.
You can then select 1 of 3 statuses you wish for their membership to be listed in Status, which are Active, Paused, and Cancelled.
When you have filled out all of the necessary information, click Save on the upper right-hand corner of the page to create your membership.
And you're done!