Membership settings control how your patient portal looks, where it lives online, and how it communicates with patients who are enrolled in your courses or programs. You'll find these controls under Settings > Marketing > Memberships, then Settings on the membership you want to configure.
From the left menu, click Settings.
Click Marketing.
Click Memberships.
Choose the membership you want to configure and click Settings.
Once inside, you'll see four main areas: Site Details, Custom Domains, Email Settings, and App Settings. Each is covered below.
Site Details is where you customize the branding and basic identity of your membership portal.
Navigate to Site Info.
Title: Set the name of your membership portal. Use your practice's name so patients recognize it as coming from you throughout the login and course experience.
Sub domain: Replace the default subdomain with something short and easy for patients to remember when they return to log in.
Support Email and Support Phone Number: Add a support email address and phone number so enrolled patients have a clear way to reach your team with questions about the portal or their course access.
Magic Link: Generate a magic link if you want to grant a patient access to a course without requiring payment or an active subscription. This is useful for comped access, staff training, or VIP patients.
Advanced: Use this section to add custom JavaScript, custom CSS, or tracking code to the portal if your practice uses analytics or marketing pixels.
Navigate to Branding.
Add Logo: Upload your practice's logo. Recommended size is 640x640 pixels.
Add Favicon: Upload a favicon (the small icon shown in a browser tab). Recommended size is 32x32 pixels.
Consistent branding here helps the portal feel like a natural extension of your practice rather than a generic third-party tool.
Click Custom Domains.
Generate your domain and enter it in the field provided.
Add a CNAME record to your domain's DNS settings to point it to the portal.
Connecting a custom domain lets patients access their courses at a web address tied to your own practice (for example, learn.yourpractice.com) instead of a generic subdomain.
Email Settings control the automated messages patients receive around their membership. These apply to the funnels and websites tied to your membership portal.
Click Email Settings.
Send Welcome Email: Turn on and edit the welcome message new patients receive when they're granted access.
Send Drip Email: Configure and edit messages sent as new course content is released to a patient on a drip schedule.
Send Offer Access Email: Configure and edit the message sent when a patient is offered access to a course or bundle.
You can edit the templates for each of these to match your practice's voice. If you need the membership to send messages automatically based on patient actions (such as completing a module or missing a payment), set that up in Workflows rather than here, since membership triggers and actions live in the workflow builder.
App Settings control how the membership portal behaves as a progressive web app (PWA), letting patients use it like a native app on their phone or desktop without downloading anything from an app store.
Click App Settings.
Toggle Enable PWA on. This section also shows analytics data from your previous membership portals once available.
App Details: Enter an app name and a short description of what the portal offers patients.
App Icon: Upload icons at 512x512 and 192x192 pixels. These are used for the app drawer icon and splash screen when a patient adds the portal to their home screen.
App Colors: Choose from the preset color options to build a color palette that matches your practice's branding.
Click Save after making changes in any of these sections. Changes won't apply to your live membership portal until you save, so double-check each section before navigating away.
Do I need a custom domain to use a membership portal? No. Your membership portal works on the default subdomain out of the box. A custom domain is optional and mainly useful for a more polished, on-brand patient experience.
Can I give a patient course access without charging them? Yes. Use the Magic Link feature under Site Details to generate a link that grants access without requiring payment or an active subscription.
Where do I set up automatic emails or reminders based on patient course progress? The welcome, drip, and offer access emails are configured directly in Email Settings. For more advanced automation, such as triggering a follow-up when a patient finishes or stalls on a course, build that logic in Workflows.
What image sizes should I use for my logo and favicon? Use 640x640 pixels for your logo and 32x32 pixels for your favicon so they display correctly across the portal and browser tab.
What's the difference between the App Icon and the Branding logo? The Branding logo and favicon appear on the web version of your portal. The App Icon (512x512 and 192x192) is what displays when a patient adds the portal to their phone's home screen as a PWA.
Will enabling PWA replace the need for a mobile app? Enabling PWA lets patients add your membership portal to their phone's home screen and use it like an app, without needing to build or maintain a separate native app.
Can I add tracking codes or custom scripts to my membership portal? Yes. The Advanced section under Site Details supports custom JavaScript, CSS, and tracking code for practices that use their own analytics or marketing tools.
Do quizzes get configured in Membership Settings? No. Quizzes are built and managed in Quiz Builder. Membership Settings only controls the portal's branding, domain, emails, and app behavior.
Is there anywhere I need to worry about patient health information in these settings? No. Membership Settings only stores portal configuration (branding, domain, email templates, app details). It doesn't store patient health records, so there's nothing PHI-sensitive to manage here.
