Next to Name enter the name that you want to use for this level.

If you are a new organization, we have tips on naming your membership levels.

Step 2: Enter a Description

Next to Website description, you can enter a description for the level if you would like to differentiate this level from other levels on the sign-up form.

Check the box next to Allow these members to be listed in directory if you want to allow the members at this level to be listed in your public members directory.

Note that there are other settings that also control whether a member is shown in the directory - whether the member is past due, which folder the member is in, and whether the opt out setting in the member account is set.

Check the box next to Allow signup for this membership from website if you want to allow members to sign up online for this membership. 

If this setting is disabled, only the administrator can assign this membership level to the member. This can be used for private membership levels - for example "Board Member", or for grandfathered levels that are no longer offered to new members. When this setting is enabled, this level will appear by default on your membership sign-up form. If it does not appear on your member sign-up form, this would be because you have specified only specific levels should appear for your shortcode/embed code. You will need to replace the shortcode/embed code on your membership sign-up page with a new shortcode/embed code from the appropriate Help page.

Step 5: Choose Whether to Allow Online Renewals

Check the box next to Do not allow online renewals for this membership (excludes automatic recurring renewals) if you do not want members to be able to stay on this level when they renew.

If this is a membership level you no longer wish to offer to existing members, you can enable this setting so that members will have to select a different membership (from the memberships allowed under upgrades/downgrades) when they renew. Note that members who are on auto recurring billing will continue to be automatically renewed under the existing membership, since the renewals do not require member action. If you wish to stop these members from renewing with the existing membership you will need to cancel the auto recurring billing for these members.

Step 6: Customize the Sign-Up Button Text

Next to Signup button text, you can customize the text that will display on the sign-up form’s submit button. If you leave this blank, the button text will be Sign up! by default.

Step 7: Add a Notification Email

Next to Notify email, enter the email address(es) you want to receive an email notification when a new member signs up for this level. If entering multiple email addresses, separate them by a comma with no space between the comma and the email addresses.

Note that a notification email is only sent when a member signs up online. No notification email is sent when you add a member as an admin. 

Step 8: Select Paid Membership

Next to Is this level paid or free? select This is a paid membership level.

Step 9: Choose Whether to Allow Members to Upgrade or Downgrade

Next to Allow members to upgrade/downgrade to, click on the levels that you want members on this level to be able to upgrade or downgrade to. The levels will turn green to show they are enabled. If you do not select any levels, members will not be able to switch to another level.

Step 10: Save Your Settings

Click Save & Next at the bottom to move to the Billing Management tab.

Billing Management

The next step will be to setup how billing is calculated for new members, past due members, renewals, and upgrades/downgrades. For more details on the billing management settings, click here.

Billing Options

The Billing Option settings are where you define the prices and payment methods for the membership level. Note that if no billing options are defined, then the membership level is free. For more details on setting up the billing options, click here.

Renewal Notices

Automatic renewal and past due notices you want to go out to your members can be added under the Renewal Notices tab. For more information please click here

Actions

On this tab you can setup actions that take place when a new member signs up, when a member renews, when a member upgrades/downgrades to this level, and when a member goes past due. For more information please click here