The Goal: Update the pricing on a membership type so the new dues amount applies to new and/or existing members.
Before You Begin:
- You need staff permissions to manage membership types and pricing.
- Know how each membership type is configured to apply pricing changes — via Recalculate Price (see Review and adjust renewal prices before billing) or Price Effective on (see Effective Date Pricing).
- Be aware that pricing and description changes take effect on new memberships/invoices ONLY. Existing invoices and billing schedules will NOT be changed.
- IMPORTANT: Pricing changes and descriptions will take effect on new memberships/invoices ONLY. Existing invoices and billing schedules will NOT be changed. Exception: If you have setup your membership types to Recalculate Price (see Review and adjust renewal prices before billing), existing schedules will be updated (but not invoices) at renewal.
Step-by-Step Instructions
- Go to Memberships, click Settings and select Membership Types. The page opens as Membership Settings.
- Click the pricing link for the desired membership.
- Make changes to prices as needed.
- Click the Done button.
When the New Pricing Takes Effect
When the membership pricing takes effect will depend on how you have your membership type set up:
- If your membership type is set to Recalculate Price (see Review and adjust renewal prices before billing) the pricing for existing members will change when dues are renewed. New members will pay the new price immediately.
- If your membership type is set to Price Effective on (see Effective Date Pricing) the pricing will be updated on the date you specify. New members will pay the original price until the date you specify.
Common Pitfalls
- Expecting existing invoices to update: Pricing changes apply to new memberships and invoices only. Existing invoices and billing schedules are not retroactively changed unless the membership type is set to Recalculate Price, in which case existing schedules (not invoices) update at renewal.