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Publish Plans to Member Signup

Learn how to publish Plans to Member Signup in Topo, including enabling plan selection.

When to use this

Use this article when you need to publish Plans to Member Signup in Topo. The main staff surface is Staff > Admin > Sign-up Flow. It is written for Owners, Managers.

What this covers

  • Enabling plan selection

  • Self-signup visibility

  • Ordering

  • Per-location settings

  • Age, location, and inactive-plan filtering

Before you start

  • Use a staff role that can view and edit membership products.

  • Create needed locations, categories, tax rates, and payment setup before publishing a sellable plan.

  • Decide whether this workflow affects member signup, POS, staff-only sales, existing members, or billing rules.

  • Review the plan summary and test with a realistic member before making the product broadly available.

  • When changing sold terms, use the guided version, migration, switch, freeze, cancel, or refund workflow instead of assuming old access records update automatically.

Steps

  1. Open signup flow settings and the plan list.

  2. Confirm the plan is active and visible for signup.

  3. Set ordering, category, location availability, and any age/dependent filters.

  4. Preview or test signup as a member who should see the plan.

  5. If the plan is hidden, review active status, signup visibility, age rules, location rules, and dependent suitability.

What happens after saving or completing this

  • Topo saves the record in your gym account and updates the related staff screens.

  • Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.

  • Review the affected profile, checkout, signup page, report, or audience before considering the task complete.

Common issues and fixes

  • A visible plan does not appear to a member: review active status, signup visibility, age rules, dependent suitability, and location scope.

  • Editing a sold plan opens a guided change flow: existing members keep their current terms unless you migrate or switch them.

  • Stripe sync fails: save did not fully complete for billing checkout. Retry after payment setup is ready or ask an owner to review Stripe readiness.

Related articles

  • Plan and Access Model Overview

  • Sell Access from POS

  • Understand Customer Access

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