--- title: How to Create a Membership Plan description: "Step 2: Locate '+Add Plan'  " --- [Skip to content](https://info.boomcloudapps.com/migration/en/knowledge/how-to-create-a-membership-plan#main-content) English Show submenu for translations [Open a Support Ticket](https://info.boomcloudapps.com/migration/en/knowledge/kb-tickets/new?hsLang=en) ![BoomCloud Logo-White.png\]](https://info.boomcloudapps.com/hs-fs/hubfs/BoomCloud%20Logo-White.png?height=40&name=BoomCloud%20Logo-White.png) - [Sample Contact Page](https://2475840.hs-sites.com/sample-contact) - [Sample About Page](https://2475840.hs-sites.com/sample-about) - [Default HubSpot Blog](http://blog.boomcloudapps.com/) Open main navigation Close main navigation - [Sample Contact Page](https://2475840.hs-sites.com/sample-contact) - [Sample About Page](https://2475840.hs-sites.com/sample-about) - [Default HubSpot Blog](http://blog.boomcloudapps.com/) - English Show submenu for translations - [Open a Support Ticket](https://info.boomcloudapps.com/migration/en/knowledge/kb-tickets/new) - Contact us Contact us Hello. 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[Product](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en) # How to Create a Membership Plan **Step 1: Navigate to the 'Plans' Tab** - Go to the Plans tab in the main menu to access membership options. **Step 2: Locate '+Add Plan'** - Click the "Add Plan" button beside the "+Create From Template" button to begin creating a new plan. **Step 3: Enter Plan Details** - Provide the necessary information for the new plan, such as the plan name, description, and any other relevant details. **Step 4: Set Price Rules** - Define the pricing rules for the plan, including rule name, age range, minimum members, and pricing information. **Step 5: Add Benefit Details** - Specify the benefits associated with the plan, such as services, discounts, or perks available to members. **Step 6: Save & Exit** - Once all details are entered, click **Save** to finalize the plan. **Tip:** You can choose to display the plan either internally or on the website in the **Display Index** section.       - [Product](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#main-content) - [Practice Accounting](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#practice-accounting) - [Patient Cancellation](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#patient-cancellation) - [Patient Financing](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#patient-financing) - [Payment Receipts](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#payment-receipts) - [Patient Refunds](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#patient-refunds) - [Patient Renewals](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#patient-renewals) - [Benefit Tracking](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#benefit-tracking) - [BoomCloud](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#boomcloud) - [Connections](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#connections) - [Dashboard](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#dashboard) - [Enrollment](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#enrollment) - [Legal](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#legal) - [Marketing](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#marketing) - [Members](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#members) - [Payments](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#payments) - [Policies](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#policies) - [Settings](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#settings) - [Support](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#support) - [Smooth Signup](https://info.boomcloudapps.com/migration/en/knowledge/product?hsLang=en#smooth-signup) - [Sample Contact Page](https://2475840.hs-sites.com/sample-contact) - [Sample About Page](https://2475840.hs-sites.com/sample-about) - [Default HubSpot Blog](http://blog.boomcloudapps.com/) [![Chill listening crop-3](https://info.boomcloudapps.com/hs-fs/hubfs/BoomCloud%20Logo-white-pinkdrop.png?width=183&height=24&name=BoomCloud%20Logo-white-pinkdrop.png "Chill listening crop-3")](http://www.boomcloudapps.com) BoomCloud | (385) 225-9364 Copyright © 2026, BoomCloud ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://stream.mux.com/00ItEDA4U1Q5lwmdzjMYNqYAtiFSZEKMhrqo01CIuqrgY/capped-1080p.mp4", "dateModified" : "2024-11-21T22:14:50.090Z", "duration" : "PT46S", "height" : 810, "name" : "How to Create a Membership Plan in 6 Simple Steps-video-export-2024-11-19T17-32-43.044Z (2)", "thumbnailUrl" : "https://2475840.fs1.hubspotusercontent-na1.net/hubfs/2475840/How%20to%20Create%20a%20Membership%20Plan%20in%206%20Simple%20Steps-video-export-2024-11-19T17-32-43.044Z%20(2).mp4/medium.jpg", "uploadDate" : "2024-11-21T22:14:50.085Z", "width" : 810 } ```