Configure Membership Levels Part II - Pricing Settings

Configure Membership Levels Part II - Pricing Settings

1. On Tab #2: Price Settings, you will set the cost of your membership level.

   

2. Membership levels may have multiple pricing levels to indicate different prices for different types of member such as Student, Adult and Senior.
3. Pricing can be free/$0.
4. To set a pricing level indicate the name of the pricing level in the Pricing Level field.

   

5. For an Organizational group membership you will be asks to indicate how many employees of the organization the membership will apply to.

   

6. For an Individual group membership you must specify the number of additional adults and children that can share the membership.

   

7. Next, set the Membership and Renewal Price for the membership in the indicated fields for the pricing level and the tax deductibility amount. This could be the same value (e.g. it's $55/year to be a member regardless if you are a new or renewing member) or different values (e.g. you offer a discount for the first year to attract new members so that it's $20 to buy a new membership/the first year, but $40 every year thereafter).

   

8. If you have multi-currency processing turned on in your system, you will also need to set the currency for that membership level. If you offer memberships in 2 or more currencies (perhaps one rate for U.S. and one for Canadian Dollars), you can combine those different prices on the same membership level or you can create entirely different membership levels/memberships to handle the different currencies. There is not much difference in which way you do it.
9. All pricing levels have checkboxes allowing you to indicate if new memberships or renewals are allowed, and if that pricing level shall be displayed on the public site.

   

   • Allow new memberships means that both front end and back end users are allowed to enter new memberships for that pricing level. Uncheck this box when you want to phase out a membership pricing level for new membership (but keep it from current members/grandfather current members at this level) and force new members to pick a different level.
   • All membership renewals means that both front end and back end users are allowed to renew this membership pricing level. Uncheck this box when you want to phase out a membership level for current members and force renewing members to pick a different pricing level. For example, you might have an introductory membership level that has certain benefits for the first year, but for the 2nd and subsequent years, members don't get those benefits anymore. In this case, you might set up an "Introductory Membership" level but turn off allowing renewals. Renewing members would then be forced to renew at a different level (which might be the same price but just doesn't have the associated benefits).
   • Display on public site controls whether users joining and renewing online will see this membership level listed. Uncheck this box to keep this membership pricing level hidden and available only for back end data entry.
10. To indicate future price changes for a pricing level, click on the Set New/Renewal Pricing button and specify the new price and effective date for that price.

    

    

11. To create additional pricing levels click on the Add Pricing Level button.
    

    

    

12. To delete a pricing level, click the Delete button.

    

13. To proceed to setting membership level benefits, click the blue Save & Proceed button in the lower right to move to the next tab. To save a draft and come back later, click Save.