Example levels
The table below shows a typical setup for a mid-sized association. Your levels can differ — Haven does not impose any fixed structure.| Level | Price | Billing | Renewal anchor | Public signup |
|---|---|---|---|---|
| Individual | $150/yr | Annual | Join date | Yes |
| Family | $225/yr | Annual | Join date | Yes |
| Student | $50/yr | Annual | Join date | Yes |
| Senior | $75/yr | Annual | Fixed — Jan 1 | Yes |
| Honorary | Free | Lifetime | — | No |
| Corporate | $500/yr | Annual | Fixed — Jan 1 | No |
Member limits
The number of active members you can have depends on your Haven plan:| Plan | Member limit |
|---|---|
| Starter | Up to 100 members |
| Pro | Up to 1,000 members |
| Enterprise | 1,000+ members (custom) |
The member limit counts active members only. Contacts and lapsed members do not count toward the cap.
Creating a membership level
Click Add Level
Select the Add Level button in the top-right corner. A panel slides open on the right side of the screen.
Set the name and description
Enter a clear, member-facing name such as “Individual” or “Family”. The description appears on your public Join page and in the member portal, so write it for your members, not for yourself.
Set the price
Enter the dues amount in dollars. Leave the price field blank for free or complimentary levels (such as Honorary or Founding Member). Stripe handles billing automatically once you connect your Stripe account.
Choose a billing interval
Select how often members are charged:
- Monthly — charged every month
- Annual — charged once per year
- One-time — a single payment, no recurring charge
- Lifetime — a single payment that never expires
Set the renewal anchor
Choose when renewals fall due:
- Join date — membership renews on the anniversary of when the member joined. A member who joins on March 15 renews every March 15.
- Fixed date — all members in this level renew on the same calendar date each year (for example, January 1 or September 1). You select the month and day.
Configure auto-renewal
Enable Auto-Renewal to have Haven automatically charge members via Stripe on their renewal date. When disabled, members receive a renewal reminder email and must pay manually to stay active.
Set public signup and approval options
- Allow Public Signup — controls whether this level appears on your public Join page. Disable for invitation-only levels such as Honorary or Board.
- Require Approval — when enabled, new applicants enter a
pendingstatus and must be approved by an admin before becoming active. Useful if you screen new members before accepting payment.
Set a grace period (optional)
The Grace Period is the number of days after the renewal date before Haven marks the member as lapsed. A 14-day grace period gives members two weeks to renew before losing active status. Set to 0 for immediate lapse on the renewal date.
Bundle and family levels
For levels where one person pays for multiple members — a family membership, a team account, or a corporate sponsorship — enable the Bundle/Family Level toggle. You can optionally cap the number of people allowed under a single bundle. The person who pays is the bundle coordinator. Additional bundle members are linked to the coordinator’s record and share the same membership status and renewal date.Editing and deactivating levels
To change a level’s name, price, or settings, click the three-dot menu on any row in the levels table and select Edit. To stop new members from joining a level without deleting it, deactivate it by setting Allow Public Signup to off and not assigning new members to it. To permanently remove a level, select Delete from the three-dot menu. Members currently assigned to that level will need to be reassigned to a different level.Frequently asked questions
Can I offer a discount for annual vs. monthly billing?
Can I offer a discount for annual vs. monthly billing?
Yes. Create two separate levels — for example, “Individual (Monthly)” at 150/year — and mark only the annual option as public if you want to guide members toward it.
Can members change their own level?
Can members change their own level?
Not in the current version. An admin must change a member’s level from the member profile page. Member-initiated level changes are on the product roadmap.
What happens to members assigned to a deleted level?
What happens to members assigned to a deleted level?
Haven prompts you to confirm before deleting. After deletion, members previously assigned to that level will have no membership level set and will need to be updated manually.
Can I have a free trial period before dues kick in?
Can I have a free trial period before dues kick in?
Not via a built-in trial setting on the level itself. For organizations that want to offer a grace period to new members, set a generous grace period on the level and manually activate members, collecting payment at the end of the trial window.