Creating membership tiers
Last updated August 5, 2026
Objective
This guide outlines the process for adding new products to the Recur system. Setting up products is the foundational step required before you can sell memberships, event tickets, or other items through your website and member portal.
Key Steps
Step 1: Pre-Configuration Requirement
Stripe Setup: Before adding products, ensure your Stripe account is fully set up and connected to Recur. This is mandatory for processing payments for the products you create.
Step 2: Navigate to the Products Menu
From the Recur home page, locate and click the Revenue tab in the main navigation.
Select Products from the dropdown menu.
Step 3: Initiate Product Creation
On the right-hand side of the Products page, click the Add Product button.
Follow the on-screen prompts to fill out the product details.
Guidance: If you are unsure about a specific setting, refer to the Information Bubbles (small icons) next to each field; these provide specific tooltips explaining what each toggle or field does.
Step 4: Add Media and Descriptions
Images: You can include an image for each product to make it more visually appealing on your website.
Descriptions: Provide a brief description for quick views and a longer description if you need to provide detailed specifications or terms for the product.
Step 5: Configure Discount Codes (Optional)
If you want to offer promotional pricing for the product:
Click the Plus (+) button next to Discount Code.
Create the Code: Enter the specific code members will type in (e.g., "SAVE10").
Set the Value: Choose whether the discount is a flat Dollar Value or a Percentage.
Set Usage Limits: Define the "Redemption Limit" by entering how many total people have the ability to redeem that specific code.
Step 6: Save the Product
Once all information is entered, you must click the Save button in the upper right-hand corner.
Warning: Navigating away from the page without clicking Save will result in the loss of all entered data.
Cautionary Notes
Stripe Dependency: You cannot successfully activate products for sale if the Stripe integration is incomplete, as the system will have no way to process the transactions.
Save Location: Be careful not to miss the Save button; unlike some other areas of the platform that use autosave, the product creation screen requires a manual save to commit the new item to the database.
Tips for Efficiency
Informational Tooltips: Always hover over the information bubbles if you are creating a complex product type (like a recurring membership) to ensure you are toggling the correct settings for renewals.
Marketing with Codes: Use the "Percentage" discount option for broad seasonal sales and the "Dollar Value" option for specific credit-based promotions.
Visual Appeal: Products with images generally see higher conversion rates in the member portal than those with text only.