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The Memberships section is the place to handle all learning and community-related things. This section houses Courses, Communities, and Certificates, providing a comprehensive system for managing your membership portal.
Memberships section overview

Memberships section in the Hoop platform sidebar

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Membership products

Membership Products is the place to create and manage any educational content you offer your audience. In the Membership Product section, you can edit details and structure to ensure you have the products your audience deserves.
Membership Products

Membership Products page showing course options

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Creating a product

To build a product, click the Create Product button. You will be presented with options to build the course within the system or import courses from Kajabi.
New membership product form

Create new membership product — entering product details

Membership product details

Membership product details and content access configuration

Content access settings

Configuring content access levels for a membership product

Publish product

Publishing a membership product to make it available to members

Use the Search bar to find products by name, and click the Sort dropdown to organize your products list.

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Membership offers

Offers allow you to assign a price to your products — either individually or in bundles of multiple products.

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Creating an offer

1

Go to the Offers tab

Navigate to the Offers tab inside your Memberships section under Courses. Click + Create Offer.
New offer button

Creating a new offer from the Offers tab

2

Add offer details

Enter the offer title, select the course(s) to include (you can select more than one), and select the payment type. If charging for access, add the price.
Create offer form

Offer creation form — entering title and selecting products

Offer pricing type

Selecting the pricing type for the offer

3

Add products to the offer

Select the courses or communities to include in this offer. You can bundle multiple products together.
Add products to offer

Adding products to a membership offer

4

Configure payment options

Set pricing, payment frequency, and any trial period options.
Payment options

Payment options including subscription, one-time, and trial settings

Trial period setting

Setting a trial period on a membership offer

5

Configure offer settings

After creating the offer, you can configure:
  • Offer Status — toggle between Published and Draft
  • Offer Pricing — click Edit to change the pricing plan type and amount
  • Offer Access — manage start and end of customer access
  • Image — select an image to display on the offer page
Checkout settings

Checkout page settings for the membership offer

6

Add an upsell (optional)

Click Add an Upsell to add an optional offer members can purchase during checkout. The upsell checkout page appears after the initial offer is purchased. Select the upsell type, then choose the offer to upsell with.
7

Edit checkout page

Click Edit Checkout to customize the offer presentation — add videos, edit checkout copy, configure extra contact information fields, and set up a service agreement with Terms and Conditions.
Published offers list

Published offers list showing all active membership offers

Use Get Link to copy the URL for sharing your course product. Use Preview to see what the course looks like before publishing.

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Membership settings

This section allows you to customize your entire membership portal. Before going live, configure these three sections:

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Site details

  • Site Info — set the title of your membership portal (use your company name as it applies to the entire portal) and find the URL members will use to access the site
  • Advanced — manage Custom JS, CSS, and Tracking Code
  • Branding — add your logo (recommended 640×640) and Favicon (recommended 32×32)
  • Builder Settings — enable the Download option to allow users to download original videos
Site details settings

Site details configuration in membership settings

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Domain setup

Customize your portal’s Sub-Domain or add a Custom Domain for a personalized web address. Click Update Domain to save changes.
Custom domain settings

Custom domain setup for the membership portal

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Email settings

Configure automated membership emails including:
  • Send Welcome Message
  • Send Drip Message
  • Send Offer Access Email
  • New Comments In Courses
  • New Course Materials Unlocked
Email settings

Email settings configuration for membership notifications

Create default email templates for faster, more consistent communications.

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App settings

Customize the desktop and mobile experience:
  • Enable PWA — toggle on the Progressive Web Application to make your portal available as a mobile app
  • App Details — set app name, short name, and description
  • App Icon — upload icons (recommended 512×512 for the app drawer and splash screen)

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Membership analytics

The Analytics section lets you review member progress across your courses and membership products.
Membership Analytics revenue

Membership Analytics dashboard showing revenue overview

Member progress tracking

Member progress tracking across all courses and products

Assessment results

Assessment results for all members in the analytics dashboard

Revenue chart

Revenue chart showing membership revenue over time

Member data tab

Member data tab showing individual member activity and stats

Track:
  • Course completion rates
  • Assessment scores and results
  • Revenue generated
  • Member activity data

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Managing member access

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Changing member passwords

To reset a member’s password, navigate to Contacts, select the contact, and switch to the Actions tab. Under the Client Portal tab, you can:
  • Change Password — enter and confirm a new password of your choice
  • Send Password Reset Link — emails the contact a secure link to reset their own password

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Sending custom welcome emails

To use a branded welcome email instead of the default:
1

Create your welcome email template

Create a welcome email that includes your logo and the login link using the custom value Login Url (Magic Link) under membership contacts.
2

Go to Membership Settings

Navigate to the Settings tab of your Courses inside the Memberships section and open Email Settings.
3

Select your template

Next to the Sign-up option, click Default Template and select your new template from the dropdown. Click Edit to make any last-minute changes, then click Save.
Use the Course Completion trigger in Automations to send a congratulations email and issue a certificate automatically when a member finishes all lessons.
Membership content is entirely separate from your internal Hoop account. Members never see your CRM, contacts, or business data — only the content you have chosen to share in the portal.

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Frequently asked questions

Membership offers support three payment types: one-time (a single charge that grants permanent access), subscription (recurring monthly or annual billing), and payment plan (split payments over a fixed number of installments). You can also add an optional free or paid trial period to any offer.
Yes. When creating an offer, you can select multiple courses and communities to include. A member who purchases that offer gains access to all bundled products with a single checkout.
Inside your offer settings, click Add an Upsell. Choose the upsell type, then select the offer you want to present as an upgrade. The upsell checkout page appears automatically after the initial purchase is completed.
When a subscription is cancelled, access is revoked at the end of the current billing period (or immediately, depending on your configuration under Offer Access settings). You can configure access end dates and grace periods inside the offer’s Offer Access settings.
Yes. Navigate to Membership Settings > Domain Setup and enter your custom domain. You will need to add a CNAME DNS record at your domain registrar pointing to the Hoop platform, then click Update Domain to activate it.
When you click Create Product, you are presented with the option to build a new course from scratch or import from Kajabi. Select the Kajabi import option and follow the prompts to connect your Kajabi account and migrate your content.
Navigate to Contacts, open the member’s contact record, and go to the Actions tab. Under Client Portal, click Send Password Reset Link to email them a secure link to set a new password.
Last modified on March 4, 2026