> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gohaven.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and configure membership levels for your club

> Set up the tiers your members choose from — dues pricing, billing intervals, renewal rules, auto-renewal, and whether each level accepts public applications.

Membership levels define the tiers your organization offers: what members pay, how often they renew, and whether anyone can apply publicly or only by invitation. You can create as many levels as your organization needs, and each one can have its own pricing, billing cadence, and renewal rules.

## 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) |

<Note>
  The member limit counts **active** members only. Contacts and lapsed members do not count toward the cap.
</Note>

## Creating a membership level

<Steps>
  <Step title="Navigate to Membership Levels">
    Go to **Members → Membership Levels** in the left sidebar.
  </Step>

  <Step title="Click Add Level">
    Select the **Add Level** button in the top-right corner. A panel slides open on the right side of the screen.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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

    Most clubs use **Annual**. Monthly billing is useful for organizations that want a lower barrier to entry.
  </Step>

  <Step title="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.

    Fixed-date renewal is common for fiscal-year organizations or clubs with a defined membership year. Join-date renewal is simpler to manage when members join throughout the year.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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 `pending` status and must be approved by an admin before becoming active. Useful if you screen new members before accepting payment.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save the level">
    Click **Create Level**. The level appears in your levels table and is immediately available to assign to existing members or to display on your public Join page (if public signup is enabled).
  </Step>
</Steps>

## 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**.

<Warning>
  Changing the price of a level does not automatically change what existing members on that level pay. Price changes apply to new subscribers and manual renewals only. To update existing Stripe subscriptions, contact Haven support.
</Warning>

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

<AccordionGroup>
  <Accordion title="Can I offer a discount for annual vs. monthly billing?">
    Yes. Create two separate levels — for example, "Individual (Monthly)" at $15/month and "Individual (Annual)" at $150/year — and mark only the annual option as public if you want to guide members toward it.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>