### ADD THE DISCORD ROLE BONUS TO THE UPGRADE
{% hint style="success" %}
**At the bottom of the page, click bonuses & add the discord roles bonus to the upgrade. *****YOU MUST DO THIS TO GRANT THE DISCORD ROLE.***
{% endhint %}
{% hint style="warning" %}
***IF YOU DO NOT ADD THE DISCORD ROLE BONUS, WHEN USERS PURCHASE THEY WILL NOT RECEIVE THE ROLE! BONUSES ARE NOT RETROACTIVE.***
{% endhint %}
{% hint style="danger" %}
**USERS WILL ONLY GET THE ROLES INCLUDED WITH THE UPGRADE AT THE TIME OF PURCHASE. IF YOU ADD THE ROLE AFTER THE USER PURCHASED, THIS ROLE WILL NOT BE INCLUDED. THEY WILL NOT BE ABLE TO CLAIM THE ROLE BECAUSE THEY DID NOT PURCHASE THAT ROLE. BONUSES ARE NOT RETROACTIVE.**
{% endhint %}
{% hint style="success" %}
Access is automatically granted when customers pay and access is revoked when customers stop paying or dispute a transaction. This applies on all platforms.
{% endhint %}
### SIMPLE SETUP FOR UPGRADES
| LABEL TITLE | DESCRIPTION |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Pay What You Want | This allows you to set a minimum price for the role but people can enter in their own amount and pay anything they want for the role. Good for Donations and Supporter type roles. |
| Auto Cancel Roles | This will automatically cancel the role after the first billing cycle. Allows for a paid trial style of membership without having to use a coupon. |
| Paymentless Free Trials | This allows users to be able to get a free trial without entering credit card information. Provides a much quicker and easier experience for users. |
| Required Role to Purchase | If you put a role here, it will **LOCK** the upgrade and **ONLY ALLOW THAT ROLE TO PURCHASE!** |
| Roles | Set which roles you want to give when a user purchases this package. |
| Minimum Price | The price you want to charge for the role. This is the minimum price wanted. |
| Interval | This is how frequently the user will be billed. (Billing Cycle) |
| Interval Count | This is how many of the interval (cycles) you want to pass before the user is billed again. Ie. If you set interval to monthly and count to 3, the user will be billed every 3 months.
(Interval x Interval Count = Billing Frequency)
|
| Free Trial | This is how many days you want the user to have access before being billed. |
| Inventory | This allows you to limit the number of times this package can be purchased. |
{% hint style="info" %}
Your checkout link is: \*\*
[**Not sure how to get your server ID? Click Here to see how.**](https://support.discord.com/hc/en-us/articles/206346498-Where-can-I-find-my-User-Server-Message-ID-)\
**This can be used anywhere. Websites, social media, emails, etc.**
{% endhint %}
{% hint style="info" %}
[**To set up a locked channel to hide your content behind - CLICK HERE!**](https://support.discord.com/hc/en-us/articles/206143877-How-do-I-set-up-a-Role-Exclusive-channel-)
{% endhint %}
{% hint style="danger" %}
**DO NOT EDIT ANYTHING IN PAYPAL OR STRIPE MANUALLY!** \
**THE BOT TAKES CARE OF ALL INTERACTIONS AND IF YOU EDIT ANY CUSTOMERS, SUBSCRIPTIONS OR DATA...YOU WILL CAUSE ERRORS!**
{% endhint %}
### **ADVANCED** SETUP FOR UPGRADES
| LABEL | DESCRIPTION |
| ------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Limited Inventory | This limits the amount of times this upgrade can be purchased by all users. |
| Auto Cancel After One Cycle | This will automatically cancel the subscription upgrade after one cycle of whatever length you set. Ex. Monthly role will cancel after one month. |
| Require (LOCK) Role To Purchase | **ONLY PUT AN UPGRADE HERE IF YOU WANT TO *****LOCK***** THE PURCHASE SO *****ONLY PEOPLE WITH AN EXISTING ROLE CAN UNLOCK***** TO PURCHASE THIS UPGRADE.** |
{% content-ref url="../features/loyalty-tiered-roles" %}
[loyalty-tiered-roles](https://docs.upgrade.chat/features/loyalty-tiered-roles)
{% endcontent-ref %}
## 4) Create Discord Channels to Lock Content
Please see this article from Discord:
This will show you how to setup PayWalls with Upgrade.Chat where you can lock content behind a channel / role.
## 5) Upgrade.Chat Settings
{% tabs %}
{% tab title="Welcome Messages" %}
This is the message that is sent upon a user joining your chat room. It contains a payment link to your checkout page as well as your custom message that you set.
{% hint style="info" %}
To turn Welcome Messages OFF, leave the welcome messages blank.
{% endhint %}
{% endtab %}
{% tab title="Welcome Message Delivery Settings" %}
**DISABLED:** A way to turn off welcome messages\
**DIRECT MESSAGE:** Users will get their welcome message in their DMs\
**PUBLIC:** The welcome message will be sent in the chat room's default channel.
{% endtab %}
{% endtabs %}
{% tabs %}
{% tab title="Server Referrals" %}
This allows you to set how much your users will get back as account credits when they refer paid members to your server. By default, the credit is a one time credit.
{% endtab %}
{% tab title="Recurring Referrals" %}
This allows credits for referrals to be refunded to the referrer every billing cycle.
{% endtab %}
{% tab title="Referral Percentage" %}
This is the amount that you set to be refunded per successful paid referral.
{% endtab %}
{% endtabs %}
{% tabs %}
{% tab title="Cancel Subscriptions on Exit" %}
This settings allows subscriptions to automatically be cancelled when the user leaves your chatroom, even if they didn't specifically downgrade themselves.\
(This helps prevent chargebacks for people who leave or forget they are paying.)
{% endtab %}
{% tab title="Disable Public Downgrades" %}
This setting disables the bot responding in public channels to the $downgrade command but allows people to Direct Message the bot to get the downgrade link.
{% endtab %}
{% tab title="Terms of Service" %}
This is where you can set your own custom terms of service for your server that will show to each user before they pay on your chat's checkout page.
{% endtab %}
{% endtabs %}
{% tabs %}
{% tab title="Gross Earnings" %}
This is the amount you charge.
{% endtab %}
{% tab title="Net Earnings" %}
This is the amount you keep after Payment Processor and Upgrade.Chat fees.
{% endtab %}
{% endtabs %}
{% hint style="info" %}
To check your Stripe Members & Payments: \
[**https://dashboard.stripe.com**](https://dashboard.stripe.com)\
To check your PayPal Members & Payments: \
[**https://upgrade.chat/payment-settings?section=transactions**](https://upgrade.chat/payment-settings?section=transactions)
{% endhint %}
{% hint style="info" %}
Once you add a server, there is no delete function. Please make sure you are adding the correct server to the Dashboard.
{% endhint %}