Skip to main content
Gately is flexible enough to power many different types of membership businesses. Here are some common use cases and how to implement them.

Online Courses & Education

Build a complete learning platform with courses, progress tracking, and certificates.

Course Platform Example

Features used: Courses, Members, Plans, Certificates

How It Works

  1. Create course content - Upload videos, add quizzes, organize into modules
  2. Set up pricing - Free preview, one-time purchase, or subscription access
  3. Track progress - Students see their progress, you see completion rates
  4. Issue certificates - Automatically generate certificates on completion

Implementation

// Check if user has access to a course
const user = gately.getUser()
const hasAccess = user.plan_id === 'pro' || user.plan_id === 'enterprise'

if (hasAccess) {
  // Show course content
} else {
  // Show upgrade prompt
}
FeatureConfiguration
PlansFree (preview only), Pro (29/mo),Lifetime(29/mo), Lifetime (299)
ContentVideo lessons with downloadable resources
EngagementQuizzes after each module, final exam
CompletionCertificate with unique ID

SaaS Application

Add authentication and subscription management to your software product.

SaaS Example

Features used: Members, Plans, API, Webhooks

How It Works

  1. User authentication - Login, signup, password reset, social auth
  2. Subscription management - Plans sync with Stripe, automatic access control
  3. Feature gating - Show/hide features based on plan
  4. Usage tracking - Monitor API calls, storage, team members

Implementation

// Initialize Gately in your app
const gately = new GatelyClient('YOUR_PROJECT_ID')

// Protect routes
if (!gately.isAuthenticated()) {
  redirect('/login')
}

// Check plan for feature access
const user = gately.getUser()
if (user.plan_id === 'enterprise') {
  enableAdvancedFeatures()
}

Webhook Integration

// Handle subscription changes
app.post('/webhooks/gately', (req, res) => {
  const { event, data } = req.body
  
  if (event === 'member.plan_changed') {
    updateUserPermissions(data.member_id, data.new_plan)
  }
  
  res.status(200).send('OK')
})

Monetize your content with member-only articles and premium sections.

Content Site Example

Features used: Members, Page Protection, Campaigns, Forms

How It Works

  1. Free content - Public articles to attract readers
  2. Premium content - Members-only articles and archives
  3. Email campaigns - Send newsletters to subscribers
  4. Lead capture - Forms to collect email signups

Page Protection

<!-- Protect premium content -->
<div data-gately-protect="pro,enterprise">
  <h2>Premium Article</h2>
  <p>This content is only visible to paying members...</p>
</div>

<!-- Show upgrade prompt to free users -->
<div data-gately-show="free">
  <p>Upgrade to Pro to read this article</p>
  <a href="/pricing">View Plans</a>
</div>
FeatureConfiguration
PlansFree (3 articles/month), Pro ($9/mo unlimited)
ProtectionArticle pages protected by plan
CampaignsWeekly newsletter to all members
FormsEmail capture on homepage

Client Portal

Give clients a branded space to access their deliverables and communicate.

Client Portal Example

Features used: Members, Helpdesk, Forms, Custom Domain

How It Works

  1. Client accounts - Each client gets login credentials
  2. File delivery - Upload deliverables for clients to download
  3. Communication - Helpdesk for support requests
  4. Feedback - Forms for project feedback and approvals

Setup Steps

  1. Create a project for each client (or use tags)
  2. Invite clients via email invitation
  3. Upload deliverables to their member area
  4. Set up custom domain (client.youragency.com)

White-Label Options

SettingDescription
Custom Domainportal.clientname.com
BrandingClient’s logo and colors
Email From[email protected]
Remove Gately BrandingHide “Powered by Gately”

Community Platform

Build a gated community with discussions, events, and member directories.

Community Example

Features used: Members, Plans, Testimonials, Helpdesk

How It Works

  1. Member profiles - Rich profiles with custom fields
  2. Tiered access - Free community, paid premium areas
  3. Social proof - Collect and display member testimonials
  4. Support - Help center for community guidelines and FAQs

Member Custom Fields

// Store additional member data
await gately.updateUserProfile({
  metadata: {
    company: 'Acme Inc',
    role: 'Developer',
    interests: ['React', 'Node.js', 'TypeScript'],
    joined_community: '2024-01-15'
  }
})
FeatureConfiguration
PlansFree (basic access), Pro ($19/mo full access)
Custom FieldsCompany, Role, Bio, Social Links
TestimonialsCollect success stories from members
Help CenterCommunity guidelines, FAQ, resources

Digital Product Store

Sell digital downloads, templates, and resources.

Digital Products Example

Features used: Forms, Members, Plans, Webhooks

How It Works

  1. Product pages - Showcase your digital products
  2. Checkout - Payment forms with Stripe integration
  3. Delivery - Automatic access after purchase
  4. Updates - Notify customers of product updates

Payment Form Setup

// Embed payment form
Gately.embedForm('product_checkout_form', {
  container: '#checkout',
  onPaymentSuccess: (payment) => {
    // Grant access to product
    window.location.href = '/download/product-id'
  }
})

Webhook for Fulfillment

// Auto-deliver on purchase
app.post('/webhooks/gately', (req, res) => {
  if (req.body.event === 'payment.succeeded') {
    const { customer_email, product_id } = req.body.data
    sendDownloadLink(customer_email, product_id)
  }
})

Getting Started

Ready to build? Here’s how to get started with any use case:
1

Create Your Project

2

Configure Plans

Set up your membership tiers and pricing
3

Add Content

Create forms, courses, or help articles
4

Integrate

Add the SDK to your site or use embed codes
5

Launch

Start accepting members!

Need Help?