š Overview
Once you have your new customer criteria in place, you can create memberships that only new customers are able to purchase. This is a handy way to offer intro packages, free trials, or special joining offers without existing customers being able to buy them.
š” For steps on defining who counts as a new customer, see the guide here.
š ļø Set a Membership to New Customers Only
You apply this setting from the membership's create or edit form.
Head to Memberships ā add a new membership or edit an existing one ā tick the option to set the membership for new customers only.
Only customers tagged as 'New' are able to purchase memberships with this setting in place.
š” To find which of your customers currently count as new, see the guide on searching for new customers here.
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Where do I set the criteria for who counts as a new customer?
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You can configure the criteria for new customers in your customer settings. For a full walkthrough, see the guide here.
Can existing customers purchase a membership set to new customers only?
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No. Only customers tagged as 'New' are able to purchase the membership, and anyone who is not categorised as a new customer is unable to purchase it.
Which membership types support this setting?
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The new customers only option is available in the Customer Site section of the create and edit forms for recurring memberships, packs, and prepaid plans.
How can I make sure a new customer can only purchase the membership once?
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This setting works well for intro packages and free trial memberships. Alongside it, you can also tick the One Per Customer option in the same Customer Site section, which limits the membership to a single purchase per customer.