Memberra
Memberra, from hello to happily running

The Memberra Bible.

The friendly, practical map of the whole platform: what everything is for, how the pieces work together, and the shortest path through the jobs you do most.

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9
chapters
30+
product areas
Safe
to share with your team

Pick your path

Different people, one joined-up platform.

Start with the journey closest to your role, then dip into the chapters when you need detail.

Operator

Build, sell and run

Create your offer, connect infrastructure, take payment and care for members.

  1. 1Brand
  2. 2Packages
  3. 3Payments
  4. 4Servers
  5. 5Launch
  6. 6Optimise
Team member

Support and operate

Work from shared customer, ticket, request and operational views.

  1. 1Join workspace
  2. 2Learn queues
  3. 3Help members
  4. 4Review health
  5. 5Report outcomes
Customer

Subscribe and self-serve

Choose a plan, receive access, manage billing and get help from one branded portal.

  1. 1Storefront
  2. 2Checkout
  3. 3Access
  4. 4Watch
  5. 5Account
  6. 6Support

The chapters

Everything has a home.

Search by feature, task or outcome. Each chapter explains the area and gives you practical routes through it.

Start here every day

Command centre

A live view of revenue, customers, renewals, incidents and the work that needs attention.

One member, one clear story

Customers & lifecycle

Search, understand and manage every customer from first checkout to renewal and retention.

From offer to paid renewal

Packages, billing & money

Design packages, accept supported payments, manage renewals and understand revenue movement.

The control plane

Servers & service operations

Connect Plex, Jellyfin and Emby capacity, monitor service health and coordinate member access.

Let routine work run

Automations & integrations

Connect events to repeatable actions across billing, access, communications and external tools.

Make it unmistakably yours

Brand, storefront & portal

Shape the public buying journey and the private member experience without disconnecting them from operations.

Helpful at human speed

Support & knowledge

Combine self-service guidance with a shared support workspace when a person needs help.

More ways to serve

Growth & extra products

Extend the core subscription experience with add-ons, referrals and optional digital commerce.

Keep the team aligned

Workspace & administration

Configure the operator workspace, preferences, roles and platform-facing requests.

Chapter 01 · Start here every day

Command centre

A live view of revenue, customers, renewals, incidents and the work that needs attention.

Field notes
  • Use trends as prompts, not verdicts.
  • Resolve member-impacting issues before housekeeping.

Dashboard

A fast business pulse with KPIs, activity and useful next actions.

Operations centre

Health, queues and exceptions brought into one operational view.

Business intelligence

Trends, cohorts and signals that turn activity into decisions.

Status page

A clear, branded service-health view for your members.

How to

Run the five-minute daily check

Outcome: Know whether the business and service need attention.

  1. 01Open Dashboard and scan headline movement.
  2. 02Review Operations centre exceptions.
  3. 03Check renewals and open support work.
  4. 04Assign or resolve the highest-impact item.
Chapter 02 · One member, one clear story

Customers & lifecycle

Search, understand and manage every customer from first checkout to renewal and retention.

Customer 360

Identity, subscription, payments, access, activity and notes in one record.

Lifecycle timeline

A readable history of meaningful customer events and team actions.

Customer intelligence

Health, engagement and retention signals for better prioritisation.

Cancellations

Capture reasons, offer suitable alternatives and learn why members leave.

How to

Add a customer manually

Outcome: Create a complete member record without checkout.

  1. 01Open Customers and choose Add customer.
  2. 02Enter contact details and choose a package.
  3. 03Confirm billing and access dates.
  4. 04Review the new Customer 360 record.
How to

Change a member's plan

Outcome: Move access and billing together.

  1. 01Open the customer record.
  2. 02Choose Change package.
  3. 03Review timing and price impact.
  4. 04Confirm and check the timeline entry.
Chapter 03 · From offer to paid renewal

Packages, billing & money

Design packages, accept supported payments, manage renewals and understand revenue movement.

Packages

Pricing, billing periods, limits, benefits, availability and server routing.

Payments

Customer checkout through connected payment providers and supported manual flows.

Renewals & recovery

Upcoming charges, failures, retries and recovered revenue.

Wallet, coupons & referrals

Credits, offers and rewards that support flexible growth.

Payouts & commission

Operator connections, balances and partner earnings.

How to

Publish a package

Outcome: Put a coherent offer on the storefront.

  1. 01Create the package and write a plain-language promise.
  2. 02Set price, period and capacity.
  3. 03Choose benefits and eligible servers.
  4. 04Preview checkout, then publish.
How to

Handle a failed renewal

Outcome: Help a member recover without losing context.

  1. 01Open Finance and find the failed item.
  2. 02Read the failure state and retry history.
  3. 03Contact the customer or use the configured reminder flow.
  4. 04Confirm payment and restored access.
Chapter 04 · The control plane

Servers & service operations

Connect Plex, Jellyfin and Emby capacity, monitor service health and coordinate member access.

Infrastructure

Server inventory, health, capacity, agents and service controls.

Provisioning

Create, update, suspend and restore member access as lifecycle state changes.

Watch analytics

Live sessions, history, usage patterns and operator-defined signals.

Requests

A member request flow connected to supported media-management tools.

IPTV

Optional package routing and lifecycle management for connected reseller panels.

How to

Connect a media server

Outcome: Make a server available for health and lifecycle operations.

  1. 01Open Infrastructure and choose Add server.
  2. 02Select the provider and follow its connection flow.
  3. 03Confirm the health check and discovered capacity.
  4. 04Assign it to the appropriate package pool.
How to

Investigate degraded service

Outcome: Separate a transient warning from member impact.

  1. 01Open Operations centre and select the alert.
  2. 02Review the affected server and recent health history.
  3. 03Check active sessions and queued work.
  4. 04Record the action and update member-facing status if needed.
Chapter 05 · Let routine work run

Automations & integrations

Connect events to repeatable actions across billing, access, communications and external tools.

Automations

Trigger-and-action workflows for onboarding, recovery and lifecycle moments.

Discord

Account linking, role synchronisation, community commands and optional moderation tools.

Webhooks

Send selected Memberra events to compatible external systems.

Request integrations

Route approved content requests into supported downstream services.

How to

Create a welcome automation

Outcome: Give every new customer a consistent start.

  1. 01Choose the successful signup trigger.
  2. 02Add access, welcome message and community actions.
  3. 03Review the order and customer-facing copy.
  4. 04Enable it and observe the first completed run.
Chapter 06 · Make it unmistakably yours

Brand, storefront & portal

Shape the public buying journey and the private member experience without disconnecting them from operations.

Branding

Logo, colour, imagery and tone shared across customer touchpoints.

Web builder

Composable pages for campaigns, storefront content and helpful information.

Domains

Memberra subdomains and eligible custom domains for branded access.

Email branding

Consistent transactional email identity and presentation.

Customer portal

Self-service subscription, billing, access, requests, downloads and support.

How to

Connect your own domain

Outcome: Use a branded HTTPS address for the customer portal.

  1. 01Open Dashboard → Domains and enter a hostname such as watch.example.com.
  2. 02At your DNS provider, create the single CNAME record shown by Memberra.
  3. 03Keep any DNS proxy disabled until Memberra finishes validation.
  4. 04Return to Domains, select Verify, and wait for both routing and HTTPS to show active.
  5. 05Open the portal, then make the domain primary when you are happy with it.
How to

Prepare for launch

Outcome: Deliver one coherent journey from landing page to first login.

  1. 01Confirm brand name, logo and colours.
  2. 02Publish clear packages and FAQs.
  3. 03Complete a test checkout and welcome journey.
  4. 04Review the portal on phone and desktop.
Chapter 07 · Helpful at human speed

Support & knowledge

Combine self-service guidance with a shared support workspace when a person needs help.

Knowledge base

Branded, searchable articles organised into practical categories.

Tickets

Threaded customer conversations with status, priority, ownership and context.

Departments

Route conversations to the right team or area.

Notifications

Keep the team aware of work that deserves attention.

How to

Resolve a support ticket

Outcome: Help the member and preserve useful context.

  1. 01Read the issue and Customer 360 context.
  2. 02Confirm the actual outcome the customer needs.
  3. 03Reply clearly and take the required action.
  4. 04Summarise the resolution and close or await the customer.
How to

Publish a useful article

Outcome: Prevent repeat questions without sounding robotic.

  1. 01Name the exact task or problem.
  2. 02Put the shortest successful path first.
  3. 03Add troubleshooting and next-help options.
  4. 04Preview on mobile, then publish.
Chapter 08 · More ways to serve

Growth & extra products

Extend the core subscription experience with add-ons, referrals and optional digital commerce.

Add-ons

Optional recurring or one-off extras attached to a customer relationship.

Digital delivery

Deliver eligible files, keys or links after purchase.

Member referrals

Reward customers for introducing new members.

Affiliates & resellers

Track attributed growth and configurable partner earnings.

How to

Launch an add-on

Outcome: Offer an extra without confusing the core package.

  1. 01Define one clear benefit and eligibility rule.
  2. 02Set price and fulfilment behaviour.
  3. 03Preview how it appears in checkout and the portal.
  4. 04Publish and monitor adoption.
Chapter 09 · Keep the team aligned

Workspace & administration

Configure the operator workspace, preferences, roles and platform-facing requests.

Workspace settings

Business identity, defaults and shared operator configuration.

Team

Invite colleagues and give them an appropriate working role.

Profile

Personal identity, preferences and connected account choices.

Admin console

A separate platform-owner workspace for Memberra-wide operations.

How to

Invite a teammate

Outcome: Give a colleague the access they need to work.

  1. 01Open Workspace settings and Team.
  2. 02Enter their email and choose the suitable role.
  3. 03Send the invitation.
  4. 04Confirm they can reach the expected workspaces.
How to

Exit the admin console

Outcome: Return to normal operator work without signing out.

  1. 01Use Exit console in the header on desktop.
  2. 02On mobile, open navigation and tap Exit to operator dashboard.

The Memberra way

Nine principles that keep the system human.

Useful defaults for making decisions across the platform.

Customer state stays joined up

Billing, access and communication should tell the same story.

Exceptions deserve attention

Healthy routine work stays quiet; meaningful problems become visible.

Communication is part of the product

Every message should explain what happened and what comes next.

Context beats guesswork

Use the customer record and timeline before taking action.

Money needs plain language

Show timing, amount and consequence before confirming a change.

Automation remains accountable

Workflows should be understandable, observable and reversible through normal product controls.

The brand travels end to end

Storefront, portal, status and email should feel like one service.

Teach the next successful action

Guidance should help a person complete a task, not merely describe a screen.

Packages make promises

Price, access and benefits must remain coherent from checkout through renewal.

Useful language

A tiny glossary with a big job.

Shared words make shared work much easier.

Operator
The business or community using Memberra to serve its customers.
Customer
An end member who buys or receives access from an operator.
Package
A sellable plan defining price, billing cycle, access and benefits.
Subscription
The ongoing relationship connecting a customer to a package and payment state.
Server pool
An ordered group of compatible servers used for placement and fallback.
Entitlement
A benefit or permission granted by a package, add-on or manual override.
Lifecycle
The journey from signup through renewal, change, pause, cancellation or return.
Workspace
The operator-facing area where the team runs the business.

You know where everything lives.

Now explore the representative workspace, or start building your own. The Bible will still be here when you need a map.

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