> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.tevello.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Ways On How To Setup A Course As A Membership/Subscription

### Overview: 
Setting up course memberships or subscriptions can be achieved through two primary methods. The 'Limited Time Access - Recommended Way' offers time-bound access to courses, ensuring consistent revenue and engagement. On the other hand, the 'Membership Enrollment Tags - Advanced Way' utilizes enrollment tags to grant access based on specific membership criteria, enabling personalized learning paths for members.

### Table Of Content:
1. [Limited Time Access - Recommended Way](#1-limited-time-access-recommended-way)
2. [Membership Enrollment Tags - Advanced Way](#1-membership-enrollment-tags-advanced-way).


---


# Limited Time Access (Recommended Way)


${youtube}[How To Setup A Course As A Membership/Subscription Using Limited Time Access (Recommended Way)](2aQnw_T6YmY)

### Overview:
Setting up a course as a membership or subscription with limited time access in Shopify involves creating product variants for different subscription durations and using a subscription app to manage the recurring payments and access. Here’s how you can do it:

###### Table of content
1. [Create Product Variants](#1-create-product-variants)
2. [How To Configure Shopify Subscription App](#1-how-to-configure-shopify-subscription-app)
3. [Link Subscription to the Course](#1-link-subscription-to-the-course)

# Create Product Variants

1. Access your Shopify admin panel and navigate to the **Products** section.

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/04-product_1df45ud.png)

2. Select the Product created for the course.

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/07-specific-product_1rjx38e.png)

3. **Creating Subscription Variants**
* For the course you want to offer as a subscription, create variants for each subscription duration, such as monthly and yearly.
| Here's a guide on learning [How To Create Variations](https://help.shopify.com/en/manual/sell-in-person/shopify-pos/inventory-management/products/variants/add-variant-pos)
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/03-create-subscription-variati_cxt67e.png)

4. **Integrating Subscription Apps**
* Install and set up a subscription app, like the native **Shopify Subscription app** or any other compatible app. These apps allow you to manage subscription services directly within Shopify.
| Click here to install the [Shopify Subscription App](https://apps.shopify.com/shopify-subscriptions?search_id=21caf2cc-523d-45ea-a22c-3cc42b7e9599&surface_detail=subscription&surface_inter_position=1&surface_intra_position=8&surface_type=search)

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/11-shopify-subcription_jv26v8.png)

# How To Configure Shopify Subscription App

1. Go to **Apps.**

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/12-apps_1hklaun.png)

2. Select **Subscriptions**

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/01_1pjch0k.png)

3. Go to **Plans**

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/16-plans_1e2z326.png)

## Monthly Plan

a. Select Monthly

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/19-monthly_rn3roi.png)

b. Click **Browse**

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/20-browse_zjstnk.png)

c. Connect the Product to the Monthly Variant, the click **Select**

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/21-monthly_1mkdctc.png)

d. In the **Discount and Delivery** section, enter the **Delivery frequency value** and **Deliery Interval** 
| Check the **Offer Discount** box if you offer discount

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/24-frequency_19ere68.png)

## Yearly Plan

a. Select Yearly

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/27-yesrly_k1n7b6.png)

b. Click **Browse**

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/28-browse_vsg5b6.png)

c. Connect the Product to the Yearly Variant, the click **Select**

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/29-yearly_dmmj5t.png)

d. In the **Discount and Delivery** section, enter the **Delivery frequency value** and **Deliery Interval** 
| Check the **Offer Discount** box if you offer discount

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/33-yearly-frequency_pfyypd.png)

# Link Subscription to the Course

1. Go to **Courses**. 

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/37-courses_1ao9j9h.png)

2. Select the specific course. 

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/40-select-course_47tnao.png)

3. Click **Course Settings**

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/41-course-setting_zktzgr.png)

4.  Under **Auto enrollment products**, click **Add Product**. 

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/44-add-product_uzvg0j.png)

5. Add the product variants you created for subscriptions then click **Add*
| Make sure to select both variants (Monthly and Yearly)

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/45-monthly-yearly_5tu617.png)

6. **Define Access Duration** then click **Save**
| For each variant, set the access duration. For example, set 32 days for the monthly variant and 366 days for the yearly variant to account for processing time and leap years.
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/48-save_1n3c9qc.png)

---

# Membership Enrollment Tags - Advanced Way


${youtube}[How to setup a course as a membership/subscription using membership enrollment tags (advanced)](zdOhmXRRviU)

### Overview 
This SOP guides on how to configure a course as a subscription or membership in Shopify using membership enrollment tags. The tags determine course access, with automatic access granted to members who possess these tags. This setup is ideal for a Netflix-style membership model, allowing continuous access to a wide range of courses under one subscription. The process involves using a third-party subscription app with active tag features to manage membership access efficiently. By following these steps, you can create a flexible and scalable subscription or membership model for your courses, enhancing user experience and simplifying course management.

### Table Of Content
1. [Tag Activation](#1-tag-activation)
2. [Link Tags to the Tevello Course](#1-link-tags-to-the-tevello-course)

# Tag Activation

1. **Enable Active Tags in Subscription App:**
* Access the subscription app settings (e.g., Seal) within Shopify. Click here to intsall [Seal Subscription](https://apps.shopify.com/seal-subscriptions?search_id=dba9c417-d5bb-46e1-adf1-87e5dbdb3f90&surface_detail=subscription&surface_inter_position=1&surface_intra_position=5&surface_type=search)

2.  Once you have installed Seal, Go to **Settings**

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/01-settings-1_nehw2k.png)

3. Navigate to **General Settings**.

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/02-gen-settings_142vy3u.png)

4. And then to **Customers** to activate the tags feature.

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/03-customers_gi5kwm.png)

5. **Activate tag feature:** Check the box to activate tag and then **copy the active tag** bellow. 

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/04-activate-tag_ey4bi8.png)

# Link Tag to the Tevello Course

1. In your Tevello App, go to **Courses** 

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/05-courses_1p2u6e7.png)

2.  Select the course you wish to put the tag.

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/06-select-the-course_kxdu2s.png)

3.  Enter the **Course Settings** to add the tag.

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/03-course-setting_p2gj72.png)
 
| Make sure that you already have the product linked

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/08-products_1hm04kh.png)

4. Click **Add Tag** to add the active subscription tag.

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/09-add-tag_wt77l0.png)

5. Paste the tag in the tag field then click enter. Once done click **Save**
| Once set, members with the tagged profile will gain automatic access to the course, and losing the tag will revoke their access.

![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/10-paste-tag_12u4c56.png)

