I'm posting this in the hope that my setup might be of use to others with a similar business model!

My business is a network of life coaches, business coaches & executive coaches. The coaches pay an annual fee for professional membership which entitles them to a listing in our online directory.

Membership options are:

Plan A: Free registration for access to content. Only name, username, email & password show for these registrations.

Plan B: Annual Membership @ $199/year. Many other fields displayed for this option (which appear in directory). Subscribers get "author" access.

Plan C: Annual Membership plus report @ $200/year Many other fields displayed for this option (which appear in directory). Subscribers get "author" access.

There are also currently 2 ebooks for sale on the site.

I am only using CB & CB Subs for the sales and directory. (i.e. not using Virtuemart or SOBI)

I initially had all three plans plus both ebooks setup as plans with no parent. This caused a problem because the three plans are exclusive (which also makes one of them mandatory). So if a new user tried to purchase an ebook, they got an error message saying they had to pick a plan (which aren't displayed).

The current setup I have that has resolved this:

I have setup a parent for the 3 plans. The parent is not exclusive, but the plans under it are.

Both ebooks are top level (no parent) and do not display at registration (only by URL link)

At the front end, a user can:

Find a Life Coach

Find a Business Coach

Find an Executive Coach

Find a Speaker

Only users who have current PAID memberships should be displayed in these lists.

To do this:

Created a field in field management called "Category" with the options "life coach", "business coach", "executive coach" & "speaker"

Created a field in field management called "Approval Status" with the options "Approved", "Pending", "Rejected"

In List Management, I created new lists for:Find a Life Coach, Find a Business Coach, Find an Executive Coach &Find a Speaker

The lists were filtered to only show "authors" (this means only paid up people are displayed), Approval Status as approved (which we set after a telephone interview for quality control) & the Category field filtered for the respective list

Finally, I wanted more flexibility with how the coach's profile would be displayed, so I installed Community Builder Profile Pro .

The last two bits to be finalised are:

Automating paid members subscription to an Acajoom list

Getting idevaffiliate to track sales (currently tracking traffic okay, but not sales)

Anyway it was a HUGE job to get all this setup, with LOTS of trial and error, so I'm happy to help others with a similar business model with details of how things are configured.

Good luck and I hope this helps someone!

Almost forgot! My website is www.coachnetwork.com

Post edited by: coachnet, at: 2010/01/08 04:26

Thanks!