Looking for the simplest way to sell your community? Option 1 (sell it as a product) gives members access automatically as soon as they pay. This option, sending an invite link, is best when you'd like to invite people personally.
If your community is a paid subscription, you can invite new members with a link that takes them straight to sign up and pay. This guide walks you through sending the invite, what your new member will see, and how approvals work.
💡 Before you start: your community group needs to be set up with a paid subscription product. If you haven't done that yet, set it up first so the invite link has something to sell.
Step 1: Create the invite
Open your community group and click Invite Members.
Choose how you'd like to send the invite:
Send it straight from the pop-up, or
Copy the share link and send it separately (by email, message or social media, whatever suits you).
💡 The share link is handy if you'd like to write your own welcome message or add the link to an email you're already sending.
Step 2: What your new member does
When your new member opens the invite link, they will:
Click Subscribe for $[amount].
If they're new to your client portal, click
New here? Sign up and create their login.
Once their login is created, check out and pay.
If they already have a login for your client portal, they can simply sign in and go straight to checkout.
Step 3: What happens after they pay
Here's the order of what happens behind the scenes:
Your new member receives an email with their receipt.
You receive an email asking you to approve their request to join.
Once you approve, your new member receives an email letting them know they're in.
⚠️ Until you approve the request, your new member won't have access to the community, even though they've paid. Keep an eye out for the approval email so they aren't left waiting.
Optional: Skip the approval step
If you'd rather new members get access straight away, you can turn off manual approval by setting up an automation:
Create a new automation with the trigger Product sale (select your community subscription product).
For the next action, choose Grant group access and select your community group.
Save and publish the automation.
From then on, anyone who purchases the subscription is added to your community automatically, with no approval needed from you.
💡 Test it yourself first. Go through the invite link with a separate email address so you can see exactly what your members will experience.