Lock a level to renewal-time changes

This guide shows you how to stop members from switching to a level partway through their term. When you lock a level, members can move to it only when their membership renews. This is useful for levels whose pricing or benefits shouldn’t be prorated mid-term.

Who can do this: Admins who can manage membership levels (org owners can by default).

Steps

Go to Memberships > Levels.
Select the level you want to lock, then select Edit.
Scroll to the Visibility section.
Turn on Only allow switching to this level at renewal.
Select Save.

What members see

The level still appears on a member’s Change level picker — it isn’t hidden. Its Choose button is turned off. It shows an Available at renewal label with the date the member’s membership renews. The member can switch to it on or after that date.

Right now, a mid-cycle switch to a locked level is refused, not scheduled. The member simply waits until renewal.

Move a member to a locked level yourself

As an admin, you can still move a member to a renewal-only level right now:

Go to the member’s record (Members, then select the member).
From the actions menu, select Change level.
Pick the target level to see the proration preview.
Turn on Allow this change despite the renewal-only lock.
Choose a Reason (required when you override the lock).
Select Apply change.

This override applies only to that one change and is recorded on the member’s record.

Verify

You’ll know it worked when a member viewing your levels sees the locked level with Available at renewal and a turned-off Choose button, instead of being able to switch to it immediately.

If something goes wrong

A member says a level shows “Available at renewal” — that’s expected for a locked level. The member can switch to it when their membership renews, or you can move them yourself with the admin override above.
You can’t move a member mid-cycle even as an admin — turn on Allow this change despite the renewal-only lock and choose a reason before applying.
The toggle is greyed out — you may not have permission to edit levels. Ask an org owner to give you permission to manage membership levels.