Membership Levels define tiers or categories of membership that may have different benefits, dues, or privileges.

Purpose of Membership Levels

Membership levels allow you to:

  • Differentiate between membership tiers (Bronze, Silver, Gold, etc.)
  • Set different dues amounts for each level
  • Track benefits associated with each level
  • Report on membership by level
  • Target communications by level

Common Level Examples

  • Individual/Basic: Standard single membership
  • Family/Household: Covers multiple family members
  • Student/Senior: Discounted rates
  • Professional: For credentialed individuals
  • Sustaining/Patron: Higher-giving members
  • Lifetime: One-time payment, permanent membership
  • Corporate/Organizational: Business memberships

Setting Up Levels

Membership levels are configured through Classification Codes. Each level can have:

  • A descriptive name
  • Associated dues amount (configured separately)
  • Term length (annual, monthly, lifetime)

Assigning a Level

  1. Open the member record
  2. On Member Details, find Membership Level
  3. Select the appropriate level
  4. Save

Level vs Type vs Category

  • Level: Tier with associated benefits/dues (Gold, Silver, Basic)
  • Type: Kind of member (Individual, Organization, Honorary)
  • Category: Additional classification (by interest, profession, etc.)