How to Manage Memberships in Edmingle LMS | Create and Edit Subscription Plans

How to Setup & Manage Memberships in Edmingle?

Memberships is a built-in monetization feature inside Edmingle that allows institutes to sell recurring subscription plans. With Memberships, you can bundle courses, events, and blogs into a single subscription—giving learners ongoing access to value, while your academy earns predictable, recurring revenue.

Unlike one-time course sales, Memberships help you retain learners longer, reduce churn, and build communities inside your LMS. No need for external platforms  —everything is managed directly within Edmingle.

IdeaWhy Use Memberships?

Recurring subscriptions aren’t just another sales tactic—they’re a way to stabilize revenue and keep learners engaged over time. Memberships in Edmingle help you go beyond one-off enrollments and helps you to:

  • Create predictable recurring revenue instead of chasing one-off sales

  • Bundle multiple courses, events, and blogs into one seamless plan

  • Build long-term learner communities to drive loyalty and engagement

  • Reduce churn with free trials, renewals, and flexible plans

  • Keep operations simple by managing subscriptions, payments, and access all in one place


Through this documentation, we will guide you on how you can manage the memberships in your organization’s learning platform.


Let’s get started 🚀


Warning
Eligibility: Memberships are available only on Edmingle 2.0, Prime & above plans. If you’re on an older plan, you won’t see this option in your dashboard.

Navigation

To navigate to the “Memberships” section, start by logging into your account and locating the main menu or dashboard. This section is usually designed to help you manage membership plans, view member details, and control subscription settings. Navigating here is important because it allows you to update membership information and track member activity. Hence, it improves user experience and platform management.


Carefully follow the instructions below that will guide you on how to efficiently navigate to the “Memberships” section in your organization’s learning platform.


Navigate to the panel on the right side of the screen, then click on the “Marketing” dropdown to unwrap it and click on the “Memberships” option.



Memberships List View

Memberships List View provides a clear overview of all the membership plans available on the platform. It displays key details such as the membership name, the number of subscribers, the courses included, and the current status (active or inactive). You can easily navigate through the different membership options and make changes as needed.


Refer to the following table to understand the membership list view.


Sr. No.

Fields

Description

1

Create Membership Plan

This button allows you to create a new membership plan for learners.

2

Membership Name

Displays the name of the membership plan.

3

Subscribers

Shows the number of learners subscribed to the membership plan.

4

Courses Included

Displays the number of courses included in the membership plan.

5

Status

Indicates whether the membership plan is active or inactive.

6

Actions

Provides options to manage the membership plan, such as editing or deleting.

7

Membership Status

Turn your membership on or off using this setting and configure your Membership URL

Update Membership Settings 

You can configure and choose to turn on/off the membership using this status bar. 


Step 1: Click on the “Membership” button at the top-right corner of the screen.


Step 2: Toggle between the Active/Inactive fields on the Membership Settings page. You can also update the Membership URL. 


You have to add the membership URL in the website builder as well once you fix the plan.



Step 3: After clicking on the “Save Changes” button, a success message will appear at the top of the screen

Create Membership Plan

Creating a membership plan on an online learning platform helps you offer various levels of access to courses and features. This allows you to meet the needs of different learners. By setting up these plans, you can provide a more organized and personalized learning experience for everyone.


Carefully follow the instructions below that will guide you on how to efficiently create a membership plan in your organization’s learning platform.


Click on the “+ Create Membership Plan” button located at the top-right corner of the screen.

Basic Details

The “Basic Details” section helps you add important information when creating a membership, like the membership name and description. This makes it clear to learners what they’ll get from the membership.


Carefully follow the instructions below that will guide you on how to efficiently enter the learners’ basic details in your organization’s learning platform.


Enter all the fields in the “Basic Details” tab, then click on the “Proceed” button at the top-right corner of the screen.


Refer to the following table to understand the fields better.


Sr. No.

Fields

Description

Compulsory/Optional

1

Membership Name

Enter the name of the membership plan.

Compulsory

2

Membership Benefits

Enter the benefits that come with the membership.

Compulsory

3

Add Another Benefit

Option to add more membership benefits.

Optional

4

Category

Select a category for the membership plan.

Compulsory

5

Enable Free Trial

Option to enable a free trial period for the membership.

Optional

6

Preview

Shows a preview of how the membership will appear.

Optional

7

Cancel” Button

Option to cancel the membership creation process.

Optional

8

Proceed” Button

Click to proceed with creating the membership plan.

Compulsory



Pricing Plans

The “Pricing Plans” tab will help you set the cost for your membership plans. You can choose whether the membership will be charged monthly or yearly and decide the best pricing options for your learners. By setting up the right pricing, you can offer good value and make the membership attractive to users.


Carefully follow the instructions below that will guide you on how to efficiently set the pricing plans for learners in your organization’s learning platform.


Step 1: After clicking on the “Proceed” button, the ”Pricing Plans” tab will open on the screen. Click on the “+ Add Plan” button on the right side of the screen.


Step 2: A new panel will open on the right side of the screen with 2 different plans — “Membership” and “Single Payment”. Select the “Membership” plan, fill in all the details, and click on the “Save” button.



For memberships, an e-mandate or a UPI-mandate (only for Indian Learners) will be set and a recurring amount will be debited from the Learner’s account automatically till the subscription has expired or is explicitly cancelled by the learner.

Refer to the following table to understand the fields better.


Sr. No.

Fields

Description

Compulsory/Optional

1

Membership

Choose the Membership plan type.

Compulsory

2

Plan Name

Enter a name for the membership plan.

Compulsory

3

Plan Cost

Set the cost of the membership plan in different currencies.

Compulsory

4

Billed Every

Define how often the user will be billed (e.g., monthly, yearly).

Compulsory

5

Billing Cycles

Specify if billing should auto-renew or end after a specific number of cycles.

Compulsory

6

Expires After

Set the number of cycles after which the membership expires.

Compulsory

7

Grace Period Before Expiry

Set a grace period before membership expires.

Optional

8

Cancel” Button

Allows you to cancel the current plan setup.

Compulsory

9

Save” Button

Save the changes made to the membership plan.

Compulsory


Step 3: After clicking on the “Save” button, a success message will appear at the top of the screen.



Note: A new membership will appear on the screen, as you can see in the image below.



Step 4: Instead of selecting the “Membership” plan, select the “Single Payment” plan, fill in all the details, and click on the “Save” button.


Refer to the following table to understand the fields better.


Sr. No.

Fields

Description

Compulsory/Optional

1

Plan Name

Enter a name for the membership plan.

Compulsory

2

Plan Cost

Set the cost of the membership plan in different currencies.

Compulsory

3

Cut Price

Set the cut cost of the membership plan in different currencies.

Optional

4

Cancel” Button

Allows you to cancel the current plan setup.

Compulsory

5

Save” Button

Save the changes made to the membership plan.

Compulsory



Step 5: After clicking on the “Save” button, a success message will appear at the top of the screen.



Inclusions

The “Inclusions” section in the membership creation process allows you to define the benefits and features that come with the membership plan. By specifying these inclusions, you ensure that learners clearly understand what they will receive, helping them make informed decisions.


Carefully follow the instructions below that will guide you on how to efficiently set the inclusions for learners in your organization’s learning platform.


Step 1: Click on the “Course” dropdown and select an appropriate course that you want to be included in the membership. Then click on the “Create Membership” button at the top-right corner of the screen.


After clicking on the “Create Membership” button, a success message will appear at the top of the screen.



Learner View (pricing page)

After your membership plan is successfully created, this is how learners see each membership displayed as a card showing the name, price, any free trial badge, listed benefits, and a clear Buy Now button.
They can select a plan and complete payment through Razorpay.

 

Edit a Membership

Editing a membership plan on an online learning platform lets you update the benefits and features for learners. This is helpful if you need to make changes based on feedback, update course offerings, or improve the experience. By editing the membership plan, you can make sure it stays relevant and fits the needs of your learners.


Carefully follow the instructions below that will guide you on how to efficiently edit a membership plan in your organization’s learning platform.


Click on the 3-dot action icon and click on the “Edit” option.



Note: A new window will appear on the screen with 3 tabs — Basic Details, Pricing Plans, and Inclusions.



Basic Details

The “Basic Details” section helps you add important information when creating a membership, like the membership name and description. This makes it clear to learners what they’ll get from the membership.


Carefully follow the instructions below that will guide you on how to efficiently enter the details in the learners’ basic details in your organization’s learning platform.


Enter all the fields in the “Basic Details” tab, then click on the “Proceed” button at the top-right corner of the screen.


Refer to the following table to understand the fields better.


Sr. No.

Fields

Description

Compulsory/Optional

1

Membership Name

Enter the name of the membership plan.

Compulsory

2

Membership Benefits

Enter the benefits that come with the membership.

Compulsory

3

Add Another Benefit

Option to add more membership benefits.

Optional

4

Category

Select a category for the membership plan.

Compulsory

5

Enable Free Trial

Option to enable a free trial period for the membership.

Optional

6

Preview

Shows a preview of how the membership will appear.

Optional

7

Cancel” Button

Option to cancel the membership creation process.

Optional

8

Proceed” Button

Click to proceed with creating the membership plan.

Compulsory



Pricing Plans

The “Pricing Plans” tab will help you set the cost for your membership plans. You can choose whether the membership will be charged monthly or yearly and decide the best pricing options for your learners. By setting up the right pricing, you can offer good value and make the membership attractive to users.


Carefully follow the instructions below that will guide you on how to efficiently set the pricing plans for learners in your organization’s learning platform.


Step 1: After clicking on the “Proceed” button, the ”Pricing Plans” tab will open on the screen. Click on the “+ Add Plan” button on the right side of the screen.



Step 2: A new panel will open on the right side of the screen with 2 different plans — “Membership” and “Single Payment”. Select the “Membership” plan, fill in all the details, and click on the “Save” button.


Refer to the following table to understand the fields better.


Sr. No.

Fields

Description

Compulsory/Optional

1

Membership

Choose the Membership plan type.

Compulsory

2

Plan Name

Enter a name for the membership plan.

Compulsory

3

Plan Cost

Set the cost of the membership plan in different currencies.

Compulsory

4

Billed Every

Define how often the user will be billed (e.g., monthly, yearly).

Compulsory

5

Billing Cycles

Specify if billing should auto-renew or end after a specific number of cycles.

Compulsory

6

Expires After

Set the number of cycles after which the membership expires.

Compulsory

7

Grace Period Before Expiry

Set a grace period before membership expires.

Optional

8

Cancel” Button

Allows you to cancel the current plan setup.

Compulsory

9

Save” Button

Save the changes made to the membership plan.

Compulsory



Step 3: After clicking on the “Save” button, a success message will appear at the top of the screen.



Note: A new membership will appear on the screen, as you can see in the image below.



Step 4: Instead of selecting the “Membership” plan, select the “Single Payment” plan, fill in all the details, and click on the “Save” button.


Refer to the following table to understand the fields better.


Sr. No.

Fields

Description

Compulsory/Optional

1

Plan Name

Enter a name for the membership plan.

Compulsory

2

Plan Cost

Set the cost of the membership plan in different currencies.

Compulsory

3

Cut Price

Set the cut cost of the membership plan in different currencies.

Optional

4

Cancel” Button

Allows you to cancel the current plan setup.

Compulsory

5

Save” Button

Save the changes made to the membership plan.

Compulsory



Step 5: After clicking on the “Save” button, a success message will appear at the top of the screen.



Inclusions

The “Inclusions” section in the membership creation process allows you to define the benefits and features that come with the membership plan. By specifying these inclusions, you ensure that learners clearly understand what they will receive, helping them make informed decisions.


Carefully follow the instructions below that will guide you on how to efficiently set the inclusions for learners in your organization’s learning platform.


Step 1: Click on the “Course” dropdown and select an appropriate course that you want to be included in the membership. Then click on the “Edit Membership” button at the top-right corner of the screen.



Step 2: After clicking on the “Edit Membership” button, a success message will appear at the top of the screen.



Mark a Membership as Active/Inactive

Marking a membership as active in an online learning platform gives learners access to the courses and features included in their plan. This ensures that only active members can use the benefits. Activating a membership helps keep everything running smoothly and gives learners the access they need.


Carefully follow the instructions below that will guide you on how to efficiently mark a membership as active in your organization’s learning platform.


Step 1: Click on the 3-dot action icon and click on the “Mark As Active/Inactive” option.



Step 2: After clicking on the “Mark As Active” option, a success message will appear at the top of the screen.



Best-Practice Playbook

These are practical guidelines to help you design membership plans that are simple to manage and attractive for learners.

  • Name signals value: Choose names that immediately convey outcomes (Starter, Growth Accelerator).

  • Benefits that sell: Use 3–6 concrete, learner-facing benefits. Keep them short and impactful.

  • Plan design: Offer flexible billing cycles (monthly, quarterly, annual) based on your training model.

  • Trials: Provide a short free trial (5–14 days) to reduce entry barriers, and pair it with a grace period + reminder campaigns.

  • Anchoring with pricing: Show clear value by comparing different plan cycles.

  • Inclusions hygiene: Double-check that all mapped courses and assets are correctly included. Learners should unlock value immediately.


IdeaTip: Pair Memberships with Campaigns to promote sign-ups, send renewal reminders, and upsell learners into higher-value plans.


NotesCommon Use Cases

Memberships can be used to:

  • Give learners access to a library of courses and community

  • Run cohort programs with fixed durations (e.g., 6 or 12 months)

  • Offer a resource club with templates, recordings, or notes

  • Create an all-access pass covering all your courses and events

  • Launch specialized tracks for niche topics (e.g., Exam Prep, Data Science)

  • Bundle events and courses under one recurring plan

InfoSupport

Need help? Email support@edmingle.com with your membership name, plan details, and screenshots of any issue for faster resolution.


    • Related Articles

    • How to Manage Blogs in Edmingle?

      Managing blogs on an online learning platform is a great way to help learners and trainers connect and learn together. When blogs are organized and updated regularly, it becomes easy for everyone to share their ideas, ask questions, and talk about ...
    • What are Utility Wallets & how to manage them?

      The Utility Wallet in Edmingle allows you to seamlessly monitor, control, and recharge credits for chargeable notifications such as SMS, WhatsApp, Email, and Push campaigns. By managing the wallet effectively, you can track real-time usage, view ...
    • How to Use Campaigns in Edmingle? | Multi-Channel Learner Outreach via WhatsApp, Email, SMS & Push

      Campaigns is a native marketing automation tool built into Edmingle that enables you to run multi-channel learner outreach—via WhatsApp, Email, SMS, and Push Notifications—directly from your LMS dashboard. Designed for education businesses, Campaigns ...
    • How to create & manage segments?

      Managing segments allows you to group learners based on specific criteria, making it easier to send targeted communications, track progress, and personalize their learning experience. By creating and managing segments, you can organise your audience ...
    • How to Use Workflows in Edmingle?

      Overview Workflows in Edmingle help automate communication and engagement tasks across the learner journey. Whether it's nudging learners to complete their course, reminding them about items left in their cart, or prompting an upgrade from a free ...