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Memberships: Site Setup (1)

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Angie | PurpleCow Digital
Updated 1 year ago

 

It's important to know that each account (or location) can only have one membership site. However, a membership site can have many products.

 

For this example, we're going to create a demo membership site for a digital product. Our product will be an online course that shows you how to integrate different services like Zapier and Stripe into your platform. 

 

To start, let's click Sites on the left menu. and then click Memberships on the top menu.

 

This opens your membership site dashboard, which gives you a quick look at how your membership site is performing.

 

 

Before going any further, it's important to first organize the data you're going to use to build your membership site.

 

Here you have a checklist of all the data you'll need to create your membership site, with sections for each step.

 

We recommend organizing your files into folders for each section of the checklist BEFORE you create the membership site. That's what we've done here for this demo.

 

 

According to our checklist, the first thing we'll need to do is configure the settings for our membership site, so let's do that now. Click Settings on the Memberships submenu.

 

 

This opens the site settings page. Click Site Details, and now, we'll need to fill in information about our membership site.

 

 

All the details required are listed in the first step of our checklist.

 

 

So we open our Step 1 folder, called Site Setting Content and then open the Site Settings document that we've previously created.

 

 

As you can see, we've already put together all the information needed for the site details page. 

 

Of course, you can choose to create a membership site without organizing your data beforehand, but we find that using the checklist to gather everything you need first makes the process much easier.

 

Let’s copy the data from our document.

 

 

And then paste it into the fields on the site details page. We're using dummy data now, but when you create your membership site, you'll need to provide the actual information. We're going to leave the support phone number field blank for now.

 

 

Next, let's click on the Advanced button.

 

This opens two text boxes, one for Custom JavaScript, and one for Custom CSS. If you're using custom JavaScript or CSS, the code would be added here.

 

 

In the next section, we'll need to provide some branding images. The first is our logo, and it should have a resolution of 640x640 pixels. 

 

Click Select Image, and then, click Upload a New File.

 

 

On the popup, click Choose file to open your system file browser and locate the required logo file.

 

In the same Site Setting Content folder, we'll select our logo image and then click Open.

 

When your logo appears, click Upload.

 

 

And now we can see our logo image on the site details page.

 

We'll do the same thing for our favicon. Favicon images should have a resolution of 32x32 pixels. 

 

Click Select Image, and then click Upload a new file.

 

 

In the popup, click Choose file and locate your favicon image in your file browser. Select it and then click open.

 

Lastly, click Upload.

 

 

Our Favicon image is loaded successfully. Now all the information required on this page is complete, so we'll click the Save button at the bottom right.

 

A message stating "Site info updated!" will appear at the top right of the screen to confirm that your information has been saved.

 

 

In the next article, we'll add the details for our product.

 

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