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Starts at 0:11, after the intro.

Lesson 1 of 7 · 2:03 · Beginner

Set up plans and gating with Rey

Ask Rey, the assistant in your dashboard, to create plans and gated content for you.

Where this journey starts

So far you’ve built everything by hand: plans, gated content, member data and tests. This last journey shows you can build the same things just by asking AI, starting with Rey, the assistant inside your Memberstack dashboard.

By the end of this lesson you can

  • Ask Rey to create a free plan for you
  • Have Rey set up a gated content group that protects every URL containing /admin
  • Get Rey to set up Data Tables for an app, like a to-do list

Lesson notes

How it works

What Rey can do in your Memberstack dashboard

Rey is the AI assistant built into the Memberstack dashboard. You open it from the chat button in the bottom-right corner. Rey used to only answer questions. Now it can also make changes for you: create plans, set up gated content, manage members and build Data Tables.

Rey works within your own dashboard permissions, so it can only reach apps you can already open. It does the same thing you would do by clicking through Plans, Gated Content or Data Tables. The result is ordinary dashboard configuration, so you can open each page afterwards and see or edit exactly what Rey made.

How to create a free plan and gate /admin pages with Rey

A plan is the access level a member belongs to. A gated content group is a set of restricted URLs plus the plans that are allowed to see them. When a visitor opens a restricted URL, Memberstack checks whether they are on a plan that has access. If not, it sends them to the group's Access Denied URL. You can ask Rey to set up both pieces in two plain sentences.

  1. Open the Memberstack dashboard and click the Rey chat button in the bottom-right corner.
  2. Ask: "Can you make me a free plan called Admin?" Then open Plans to confirm the new free plan is there.
  3. Ask: "Can you make a gated content group for the Admin plan and gate anything with /admin in the URL?"
  4. Open Gated Content and check the new group: access should be granted to the Admin plan and the restricted URL should cover your /admin pages.
  5. Ask Rey to set up Data Tables for a to-do list app, then open Data Tables and look at the tables and fields it created.

Setting up Data Tables with Rey

Data Tables are Memberstack's built-in database: tables made of records (rows) and fields (columns). You don't need to know the structure up front. Describe the app, for example a to-do list, and Rey proposes and creates the tables and fields. In the demo it made a to-do list table and a to-do items table with a task field and a completed field. Treat that as a starting point and adjust field names and types in the dashboard if your app needs something different.

Check Rey's work before you rely on it

Rey is in beta and Memberstack says it may occasionally need clarification or make errors. Each app has a SANDBOX (test) environment and a LIVE environment. Rey can switch between them, so confirm which one it is working in, and try risky changes in SANDBOX first. Include specifics in your prompts, like the app name, plan name or member email, to get better results. For complex setups, the standard dashboard screens are still the easier place to work.

Before you move on

0 of 4

Tick these off on your own site. Done with all of them? You’re ready for the next lesson.

Up next: Rey works inside your dashboard. Next, you’ll teach Claude Code how Memberstack works so it can write the code for your app.

Common questions

What is Rey in Memberstack?

Rey is the AI assistant inside the Memberstack dashboard, opened from the bottom-right corner. It answers questions from the Memberstack docs and can make changes for you, such as creating plans, gated content groups and Data Tables.

Can Rey change my live members?

Yes. Rey can work in both LIVE and SANDBOX. Memberstack recommends trying changes in SANDBOX first and checking critical changes, especially in LIVE.

Is Rey the same as the Memberstack MCP?

No. Rey lives inside your Memberstack dashboard. The Memberstack MCP connects outside AI tools like Claude Code, Cursor or Claude Desktop to your Memberstack app.

Checked against the Memberstack docs

TranscriptAuto-generated captions
  1. 0:00

    Building with Members Stack just got a whole bunch easier. And what I mean by that is you’re no longer even going to have to click buttons in order to do what you want to do in the dashboard. So, if you’ve been a Memberstack user for a while, you’re probably well aware of Ry. Ry is our AI chat assistant. And up until now, Rey has been super helpful in guiding you along your app building journey. But as of today, Rey doesn’t just guide you. Ray can actually do things directly for you. So let’s say I for example want to create a free plan in my dashboard specific to admins. I can go down here in the bottom right

  2. 0:31

    corner which you will be able to see live today. Click chat with right and I can say for example can you make me a free plan called admin. All right. So now just like that as we can see there is indeed a free plan. Now let’s say I want to make a gated content group for that admin plan. Well, usually I’d go over here, I’d click add, and I’d create it. But in this case, I’m just going to say, can you now make a gated content group for the admin plan and gate anything with the /admin in the

  3. 1:03

    URL? So, just like that, as we can see, we now have that admin content group, which is gated to anyone on the admin plan, and it gates anything with admin in the URL. So, we’ve just created a free plan and a gated content group without actually touching anything in the dashboard. Now, let’s head over to data tables and let’s go ahead and try to set up a structure for our data tables. And just like that, again, without touching anything, we have to-do items and to-do list. I just said to make it

  4. 1:33

    for a to-do list application cuz I didn’t really know what else to do. As we can see, we have task and completed in here. So, again, without touching anything in the Memberstack dashboard, you can now go ahead and set up plans, gated content, manage members, and just do pretty much anything that you could want to do. So, Memberstack just became a whole bunch easier. I’ve got nothing else to say for this video. Go ahead, try it yourself and watch how much easier things get. Thanks for watching. I hope this helps you and I’m really excited for you to try this new feature.

This is v1 of Memberstack University, built from the tutorials we’ve put so much work into over the years. We’d like to make a more organized series.