👋 Before you start... You must be invited to create a Room. Haven’t received an invite yet? Request a Demo.

Once you have accepted your invitation, proceed to give your Room a name, description and a welcome message! Select your trading style and upload your Room logo. Proceed to then enter in your business and personal details. This will be the information listed on your 1099 at the end of each year.

Plans are what your customers will subscribe to in order to gain access to the content you provide. You can create multiple plans and tie them to specific levels of access to this content.

Example: A Basic plan that gives customers access only to alerts, and a Premium plan that gives access to alerts, chatrooms, and education documents.

Give your plan a name, description, and price. A price will determine the cost and recurring billing frequency for this plan. You can create as many prices under a plan as you wish.

👋 Helpful tip... Multiple billing frequency options give your customers more flexibility in choosing the right plan. Consider adding multiple options, such as a monthly and an annual option.

*Optional* Add a free trial period to your plan. Customers will be required to add a credit card before being given access the features of this plan at no charge to them for the duration of this trial. Once this trial is up, the customer will be billed automatically to the card on file.

Proceed to connect your bank account. At this time, MoonRoom is only available to Traders with bank accounts based in the US.

Read more about Views & Sections in MoonRoom.

Views are where your content will be located. Within MoonRoom, there at three kinds of views: Feeds, Discussions, and Folders.

🔔 Feeds: Where you can send out alerts to your customer base. Only you and any authorized admins can post in here

💭 Discussions: Chat channels where your customers can chat amongst themselves.

📁 Folders: Upload and share documents, videos, and help pages for your customers to view and download.

👋 Helpful tip... Views can be assigned to a specific plan. Want to only allow higher-paying subscribers access to discussions? Lock that view to your higher-tier plan!

Finally! 🎊 Your room is almost complete, you’re just missing one thing... your paying customers! Under the “Admin” section, click Members. Here, you can bring members to your Room via the following options:

🔗 Invite Via Direct Link: Copy the direct link and paste into areas such as your social media bios, marketing emails, and website!

📩 Send an Invite Email: Send a direct invitation email to an email address of your choice!

🧤 Request a White Glove Migration: Transfer your customers and their payment information over from your old payment processor. Fill out our White Glove Migration form to inquire for this complimentary service.

Have any questions about these steps or need any further assistance? Send us an email over to [email protected] and we’ll be happy to help! 😃