What Does It Mean to Launch Your Membership?
Launching your membership means making it fully ready for real members to purchase, access, and use. Before launch, you should:
Publish your membership
Publish all content inside it
Test your site as a logged-out user
Test checkout and access
Test onboarding
Validate your Stripe integration
Confirm your member experience is smooth and error-free
This ensures your launch is professional and problem-free.
Why Testing Matters
Testing helps you catch issues such as:
Hidden or unpublished content
Incorrect access settings
Checkout not appearing because you're logged in
Misordered lessons
Missing onboarding
Branding inconsistencies
Testing ensures the experience members get is the experience you intend.
Step 1: Publish Your Membership and Content
Go to Admin → Products → [Your Membership]
Open the Content tab
Review each section, page, and included product
Edit and activate membership content
Toggle every item you want members to access to from Draft to Live
Save the changes
Toggle the membership from Draft to Live
Save your changes
Publishing the membership alone is not enough—you must also publish each individual content item to make it visible.
Step 2: Preview the Member Experience
Click Preview in the top right of the admin header
Browse your site as a visitor would
Go to you Library
Open your membership
Verify that:
Branding is correct
Theme fonts and colors appear properly
Images load correctly
Navigation menus look right
Content is in the correct order
This helps identify visual or usability issues early.
Step 3: Review Content Delivery
Go to your membership product Content tab
Review the order of all content items
Confirm your delivery method is set correctly
Confirm delivery behavior:
Immediate: Everything is visible
User Advanced: Items unlock only after completing the previous one
Time Delayed: Only the first item is accessible; others are scheduled
Delivery behavior always follows the order displayed in the Content tab.
Step 4: Test Your Checkout Experience
Important note: Before testing checkout, you must first log out of the CustomerHub end-user site. If you are logged in (including via preview), CustomerHub assumes you already have access and will not send you to the checkout page.
To test checkout correctly:
Open your membership site in a private/incognito window, OR
ctrl + shift + n OR command + shift + n
Firefox: cntrl + shift + p OR command + shift + p
Log out of the end-user site completely
View the site as a logged-out visitor
Visit your membership library
Click your membership product card.
Confirm you are redirected to:
Your Stripe checkout page (for direct checkout), or
Your CustomerHub sales page, then Stripe checkout (if using a hosted sales page)
Complete a test purchase using Stripe test mode (optional)
This ensures the purchase flow works exactly as your buyers will experience it
Step 5: Verify Access After Purchase
After completing a test purchase, go to Admin → Users
Confirm your test user appears in the user directory
Confirm your test user has access to the membership product
If an onboarding experience is connected to the product, make sure to verify that too.
Check that CustomerHub sent the product access email
Log in as your test user to verify:
The membership appears in the user’s library
Published content is accessible
Member-only posts appear in the feed
Onboarding behaves correctly
Delivery Method is releasing content as expected
This simulates the exact experience a new member will have.
Step 6: Test Your Onboarding
Log in with a brand-new user account
Confirm that your onboarding flow launches
Complete the onboarding steps
Log out
Log back in
Verify that once the flow is completed, it no longer appears on login
Confirm that Get Started modules (if used) appear in the membership content
Important note: Onboarding flows will continue to trigger on every login until the user completes the entire flow. This ensures no member ever skips onboarding accidentally.
This evaluates whether your onboarding is clear, accurate, and complete.
Step 7: Final Pre-Launch Review
Review your membership's settings
Confirm your:
Access rules
Delivery settings
Pricing and checkout connections
Sales page content
Review branding, theme, and layout
Check your Stripe dashboard for test purchases
Remove or reset test users
Remove any placeholder content
This ensures everything is correct before going live.
Step 8: Launch Your Membership
Remove test content
Remove or deactivate test users
Disable Stripe test mode (if used)
Share your sales page or checkout link
Promote your membership publicly
Your membership is now fully launched and ready to onboard real members.
Troubleshooting / FAQ
“Why am I not seeing the checkout page?”
You are likely logged in. Log out or test in an incognito window.
“Some pages aren’t visible.”
Ensure each page/section is set to Live.
“My onboarding didn’t trigger.”
Only triggers for users who have not completed the flow yet. It will re-trigger every login until completed.
“Content unlocked in the wrong order.”
Adjust the order of items in the Content tab.
“Branding looks incorrect.”
Check both Brand Center and Theme settings.