Membership Program Levels and Terms

Each membership program has levels, such as Individual and Family, or Bronze, Silver, and Gold. Programs must have at least one level and can have as many as 20 levels.

The information that appears on a membership program record varies based on its type.

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  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.

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  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.

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  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.

• For all types of programs, you can 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.

Tip: To further classify membership levels, you can use membership types. For more information, see Membership Types