Configure membership tiers

A membership tier defines what supporters enroll in. A membership is an enrollment in that tier; its members are the individuals covered by it.

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Before you begin

Memberships must be enabled for your organization. When it is, Memberships appears in the sidebar; tiers live under Memberships → Tiers. To collect online payments, also configure a payment account and enrollment form.

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Create a tier

1. Open Memberships → Tiers and choose the new-tier action.
2. Under Identity, enter the tier’s name and description.
3. Under Term & pricing, choose the term and pricing options that match the membership you offer. Review the available billing choices before setting the price.
4. Under Membership rules, configure the member limit and other available enrollment rules.
5. Under Accounting, select the gift categorization for membership payments.
6. Under Renewal reminders, configure the reminder options and template if used.
7. Save, then open the tier again to check its settings.

For example, an individual tier may cover one person, while a household tier can allow additional covered members. Keep the tier name and description clear about who is included.

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Offer a tier to supporters

Add it to an enrollment form for online enrollment. Creating a tier alone does not put it on a public page or charge anyone. If the tier’s member limit is more than one, supporters can name the other people they’re enrolling while they sign up. See Couple and family memberships. See Manage memberships for manual entry and roster review.

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Maintain tiers

The Tiers page lists every tier, active or retired, with how many memberships each one holds and what it has brought in over the last twelve months. Review those numbers before changing prices, terms, or member limits. Do not assume a tier edit changes an existing payment subscription. Deactivating a tier stops it being sold—it does not end the memberships already on it, and those members keep appearing under the retired tier. Follow the displayed restrictions when deactivating or deleting a tier; retain historical records needed for reporting.

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Troubleshooting

If Memberships is absent from the sidebar, ask your administrator whether the module is enabled and whether your role can see it. If a tier is missing from a form, check the tier’s active state and the form’s selected tiers. If an online payment fails, check the form’s connected account rather than creating duplicate enrollments.

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Term length and payment frequency

A tier supports monthly, quarterly, annual, or lifetime terms. A lifetime term is a one-time fee. For other terms, available billing intervals must fit evenly within the term. For example, an annual tier priced at $120 can offer monthly billing at$10 per period or annual billing at $120. Review the calculated per-period amounts before saving. If the term price cannot be divided into whole cents for a selected interval, adjust the price or billing choice.