---
title: "Joining Plans"
slug: "joining-plans"
updated: 2026-05-05T12:08:53Z
published: 2026-05-05T12:08:53Z
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Joining Plans

Customers can sign up to plans on the Members Portal in five simple steps.

1. [Select a plan](/docs/joining-plans#step-1-select-a-plan)
2. [Add on products](/docs/joining-plans#step-2-add-on-products)
3. [Create an account](/v3/docs/joining-plans#step-3-create-an-account)
4. [Add additional details](/v3/docs/joining-plans#step-4-add-additional-details)
5. [Complete payment](/v3/docs/joining-plans#step-5-complete-payment)

## Step 1. Select a plan

These steps are based on the default version of the Members Portal.

If you've customized your portal, the steps for your customers may be different.

![JoiningPlansStep1_MP5.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/JoiningPlansStep1_MP5.png)

1. From the Members Portal landing page, click on the **Memberships** tab.
2. Select a plan **kind**.

Plans are grouped by kinds in Version 5.

If your space doesn't offer a specific kind of plan, it won't be available as an option.

1. Select your start date.
2. Click **Join this plan**.

Does your plan have [plan terms and conditions](/v3/docs/setting-up-terms-and-conditions-for-plans)?

Customers will need to click **I accept these terms** to proceed.

The next step is to add products.

## Step 2. Add on products

This step won't appear if your space doesn't offer [recurring products](/v3/docs/understanding-recurring-products).

Once they've selected their plan, customers have the option to add recurring products.

Examples of common recurring products include parking passes or locker rentals. ![JoiningPlansStep2_MP5.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/JoiningPlansStep2_MP5.png)

1. Under the product you'd like to add, select **one-off** or **add to plan**.

Products added to plans are renewed every time the contract is invoiced.

1. Select the **quantity** you'd like to purchase.
2. Repeat as necessary for every product you'd like to purchase.

Once you've added products, the next step is to create an account.

## Step 3. Create an Account

Customers will need to provide the information you've detailed in your default sign-up form.

Customers who already have an account can skip this step by clicking Next.

![JoiningPlansStep3_MP5.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/JoiningPlansStep3_MP5.png)

1. Add your **Full name**.
2. Add your **Email**.
3. Under **I'm signing up as a**, select your customer type.

You can sign up as an individual or a company customer.

The next step is to add any additional details.

## Step 4. Add additional details

Customers will need to add any additional details you've requested as part of the [plan extended form](/v3/docs/customizing-extended-forms).

![JoiningPlansStep4_MP5.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/JoiningPlansStep4_MP5.png)

*For example, you may want customers to provide their address, contact details, and billing details.*

Once customers have filled in any additional details, click **Next**.

The final step is to complete payment.

## Step 5. Complete payment

How customers pay for their plans depends on your space's individual [payment methods](/v3/docs/payment-gateways).

![JoiningPlansStep5_MP5.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/JoiningPlansStep5_MP5.png)

*For example, you may allow customers to pay by adding their credit card details, linking their bank account, or both.*

Once you've entered your payment details, click **Submit Payment**.

---

All set! You'll receive a notification letting you know a customer has signed up to a plan.
