How to Set Up Membership Types and Levels

Before adding a membership to a contact, you will need to set up the Membership Types and Levels in Settings.

1) Click on ‘Settings’ in the upper right-hand corner of the screen.

2) Click on Membership Types under Membership Settings.

3) Select ‘Add Membership’.

4) Fill out the name, and if you would like to, add a Description. You can also set Gift Defaults so that whenever you add this membership, these defaults will come up. When you are done, click on ‘Save’ in the top right.

5) Once you save, you should see Membership Levels at the bottom of the screen. Click on ‘Add Level’ to create the levels within that membership (if applicable).

6) When you click on ‘Add Level’, you will see the screen reviewed on the following page. Fill out any necessary information.

Level Name: You must name the level.

Active: Yes/No – Typically select Yes unless you need to deactivate it later on if it is no longer being used.

Amount: The amount this level costs, which will come up as a default when you add someone into this level.

Fair Market Value: Fair Market Value of the Membership Level.

Time Period: The period of time the membership is valid (Days, Weeks, Months, Years, Lifetime)

Number of Time Period You Chose: How long this level will last. For example: 60 days, 3 weeks, or 12 months.

Renewal On: You can also set the renewal to be on the same day of the month/year and then input the month/day OR on the anniversary date, which would be the number of months/years after the original date entered. For example: If you want everyone to renew on January 1, then you would select the ‘On Same Day of Year’, and then in Month/Day put January 1. If you simply want them to renew on their anniversary, then say they signed up on March 15th, and it was a yearly membership, then on March 15th of the following year their membership will renew.

Display Order: The order number that you would like this particular level to appear, so if you have three levels and want this level to be first, you will put the number 1 here.

Print Renewal Notices: Used for keeping track of renewal notices that need to be printed.

Print Membership Cards: Used for keeping track of membership cards that need to be printed.

Send Benefits: Used for keeping track of benefits that need to be sent.

Assign To: If you want to assign this person’s membership to a staff member. When you are done, click on ‘Save’ on the top right.

7) Repeat the above process to add any additional levels.