Member levels

Member levels are categories for the contacts in your database.
You can create as many levels as you want and have an instant overview of your member list by level, member status etc. With one click you can list all members related to a particular level and email them - or export into Excel. See Member list
Also, Payments report will detail all membership dues and renewals by each level.

There are two types of levels:
1. Individual (described on this page below)
2. Group (See Group Memberships)

Member levels are setup via Settings / Membership levels.
For example you can define categories like these:

You can add and edit membership level details as needed. Each level defines three general tabs with the following options:

General Tab

Level Info

Name - level name to identify it, e.g. Regular members
Type - individual or group (See Group Memberships )
Membership fee - fee for membership
- Note: If your membership renews on a specific date (vs. on an anniversary of a join date), this amount will not be pro-rated, independently of when whether a member joins in the beginning of a period or at the end. We plan to add pro-rating capability in the future.

Level Security Options

Show for new applications - (E.g. you would not want to show such levels as 'Board members' on the member application, such level would only be assigned manually by administrators)
Show for upgrades - whether level is shown during membership upgrade (See: membership upgrade)
Level members can access member - only web pages - whether members of this level have access to Member-only web pages

Renewal Policy Tab

This tab defines renewals settings for current membership level - renewal period, automatic recurring payments, renewal reminders and automatic processing of lapsed membership records.

See Member renewals automation for details. See also: Automatic recurring payments

New Applications Tab

This tab defines processing of new member applications.

See Member application workflow and emails customization for more details.