The Goal: Understand when to use Membership Type Levels so you can offer a single membership type at different fixed price points (for example, a Small Business Membership priced by number of employees).
Before You Begin:
- You need access to the Memberships area to create or modify membership types and levels.
- Confirm that your membership truly fits the "levels" model (same membership, different fixed prices) rather than separate membership types or variable pricing.
Step-by-Step Instructions
Membership Levels allow you the flexibility to offer the same membership but offer different prices. For example, you may offer a Small Business Membership, where pricing is based on the number of employees:
- Small Business Membership – 1 – 5 employees
- Small Business Membership – 6 – 15 employees
- Small Business Membership – 16 – 25 employees
This would be one membership type (Small Business Membership) with 3 levels.
Membership levels should be used when your Membership Types have these characteristics:
- Membership Name is the same except for level assignments
- The applicant can self-select which level is appropriate
- Information is not needed from the association to determine the level
- The selection is based on information that the member knows (Seats in the restaurant, # of Employees, etc.) or based purely on the desires of the member (Gold, Silver, etc.).
- The pricing is fixed for each level
- This is NOT variable pricing, but fixed, pre-determined pricing based on the selected level
- Each level uses the same Directory assignments and number of Categories
Common Pitfalls
- Using levels for variable pricing: Levels are for fixed, pre-determined prices the applicant can self-select. If pricing must be calculated or determined by the association, levels are not the right tool — use a different membership setup instead.