Membership Program Levels and Terms

Membership programs have levels, such as Individual and Family or Bronze, Silver, and Gold. Membership programs must have at least one level. When you add a new program, you can add a maximum of 20 levels.

Note: When you enter your levels, you should begin with the lowest or most basic level first. As you add levels on the Add a membership program screen, you cannot reorder them. However, you can highlight a row and select Insert to insert a blank row above the one you highlighted. Once you save the program, on the Levels tab, you can select a dues-based level and select Promote or Demote to adjust the order. You cannot reorder contributions-based levels or levels in a contributions-based program.

Information about levels varies based on the type of membership program.

Note: Add-ons are not available if the membership program is set up to have payments tracked in another system. For more information, see How to Set Up a Program for Memberships with Revenue in Another System.

• For annual, single-term programs, a Levels tab appears. For each level, you enter a name and description. If the program is dues-based, you set a price for each level. If it is contributions-based, you set the price range for each level. If the program is both dues- and contributions-based, you can base some levels on dues and others on contributions. With dues-based programs, you can also manage add-ons from this tab. For more information, see Associate Add-ons with a Membership Program.

• For annual, multiple-term programs, a Terms and Levels tab appears. You specify the terms for the program, such as one year or three years. For each level, you enter a name and description. If the program is dues-based, you set a price for each level. If it is contributions-based, you set the price range for each level. If the program is both dues- and contributions-based, you can base some levels on dues and others on contributions.

• For recurring and lifetime programs, a Payment Options/Levels tab appears. For each level, you enter a name, description, and price. For information about payment options, see Payment Options for Membership Programs.

In all types of programs, you also specify the number of members, cards, and children for each level. If you use reporting groups to compare similar levels of different membership programs, you can select one for the level. You can also indicate whether members are downgraded automatically when the renewal amount is applicable to a lower membership level.

Membership types can be used to further classify membership levels. For more information, see Membership Types.