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Adjust Membership Type Level Pricing

Updated
The Goal: Increase the pricing of your membership type levels so the new rates apply to memberships going forward.

Before You Begin:

  • You update level pricing from the membership type configuration, so you will need access to Membership settings.
  • Levels are managed from the membership type record — open the type from Memberships > Settings > Membership Types and use the Levels column.
  • NOTE: Price changes will only take effect on a go-forward basis. Memberships that have already been assigned, and for which a recurring fees schedule has already been created, will NOT be updated. These price changes will need to be done on a case by case basis. See Adjust a Contact’s Membership for instructions.

Step-by-Step Instructions

  1. Go to Memberships, click Settings and select Membership Types. The page opens as Membership Settings.
  2. Click the numbered link in the Levels column for the desired membership type.
    Membership Types grid with the LEVELS column boxed and the numbered link on the target membership type row highlighted
  3. Click the link(s) for the level(s) that you wish to update.
    Levels list for the membership type with the level name links boxed
  4. Adjust pricing as needed.
  5. Click the Done button.

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Common Pitfalls

  • Expecting existing memberships to update automatically: Price changes only apply on a go-forward basis. Memberships already assigned with a recurring fee schedule are not updated and must be adjusted case by case. See Adjust a Contact’s Membership.

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