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.
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.
Membership offers
Offers allow you to assign a price to your products — either individually or in bundles of multiple products.Creating an offer
Go to the Offers tab
Navigate to the Offers tab inside your Memberships section under Courses. Click + Create Offer.
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.
Add products to the offer
Select the courses or communities to include in this offer. You can bundle multiple products together.
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
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.
Membership settings
This section allows you to customize your entire membership portal. Before going live, configure these three sections: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
Domain setup
Customize your portal’s Sub-Domain or add a Custom Domain for a personalized web address. Click Update Domain to save changes.
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
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)
Membership analytics
The Analytics section lets you review member progress across your courses and membership products.
- Course completion rates
- Assessment scores and results
- Revenue generated
- Member activity data
Managing member access
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
Sending custom welcome emails
To use a branded welcome email instead of the default: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.
Go to Membership Settings
Navigate to the Settings tab of your Courses inside the Memberships section and open Email Settings.
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.
Frequently asked questions
What pricing models are available for membership offers?
What pricing models are available for membership offers?
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.
Can I bundle multiple courses into a single offer?
Can I bundle multiple courses into a single 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.
How do I add an upsell to my checkout?
How do I add an upsell to my 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.
What happens when a subscription is cancelled?
What happens when a subscription is cancelled?
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.
Can I use a custom domain for my membership portal?
Can I use a custom domain for my membership portal?
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.
How do I import courses from Kajabi?
How do I import courses from Kajabi?
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.
How do I send a password reset to a member?
How do I send a password reset to a member?
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.