Membership levels

Overview

Each membership level can define:

• Member access privileges to web pages
• Membership application and renewal fees and terms
• Eligibility for special pricing in events
• Inclusion into one or more member directories
• Membership record fields

You can create as many levels as you want and have an instant overview of your member list by level, member status etc.

Membership level types

1. Individual memberships (described on this page below)
2. Bundle memberships (See Bundle Memberships) - can be used for corporations, teams, families etc.

Member levels are setup via Settings -> Membership levels. You can add and edit membership level details as needed. To add a new membership level click on [Add level]. To edit a membership level, click on the level name.

General Tab

Level Info

• Name - level name to identify it, e.g. Regular members
• Type - individual or bundle(See Bundle 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.
• Description - you can add more level specific information.

Level Security Options

• Public can apply - (E.g. you would not want to show such levels as 'Board members' on the member application, as such levels would only be assigned manually by administrators)
• Member can change to - you can define the list of member levels to which members of the existing level will be able to change
  

  Note: members will be billed the full price of the new membership term. All refunds must be done manually.

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 Automating membership renewals for details. See also: Automatic recurring payments

New Applications Tab

This tab defines processing of new member applications.

See Member applications workflow for more details.

Deleting membership levels

Since membership level is a mandatory field (every member must belong to one specific member level) there is one default member level that cannot be deleted - all other empty member levels can be deleted.
(Thus, in the default member level there is no [Delete] button)

To remove a member from a given member level you can delete / assign the member to another member level, see editing member record. You can also assign members to other member levels in bulk, see making bulk changes. If you need to revoke the membership of a contact, you can Suspend membership

See also

• Recurring payments
• Automating membership renewals