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Set up a family or household level

This guide shows you how to create a membership level that covers a whole family or household — with a seat cap, a billing mode, and your choice of who can sign in to the member portal.

Who can do this: Admins who can manage membership levels.

Before you start

Section titled “Before you start”
  • Decide how many seats the household level allows (for example, a “Family of 4” covers the primary member plus up to 3 linked members).
  • Decide how you want to charge: a flat fee for the whole household, or a base price plus a charge per additional member.

Steps

Section titled “Steps”
  1. Go to Memberships > Levels in the admin sidebar.
  2. Select Add level.
  3. At the top of the form, open the Level type dropdown and select Family / Household. The family-specific fields appear below the standard pricing fields.
  4. In the Name field, type a name such as “Family Annual” or “Household Membership.”
  5. Under Pricing, enter the Base price and choose a Billing period.
  6. Under Family / Household setup, enter the Maximum household members (this includes the primary member). Enter 0 for no cap.
  7. Under Household billing, choose your billing mode:
    • Flat fee — one price covers the whole household, regardless of how many linked members are added.
    • Per additional member — enter the Price per additional member field that appears. The sign-up form shows a live price preview as the prospect adds household members.
  8. Under Login-access policy, choose who can sign in to the member portal:
    • Every member authenticates (default) — each linked household member gets their own sign-in account.
    • Owner-only authentication — only the household primary gets a sign-in account. Linked members have profiles but cannot sign in.
  9. Set the Renewal, Visibility, and any other standard fields as described in Set up a membership level.
  10. Select Save.

Verify

Section titled “Verify”

You’ll know it worked when the level appears in your Levels list with a household badge. When a prospect visits your sign-up page and picks this level, they’ll see the household roster section on the application form.

If something goes wrong

Section titled “If something goes wrong”
  • “Duplicate name” — another level already has the same name. Choose a different name.
  • Switching the login-access policy on an existing level — if the level already has active household members, you’ll see an impact preview dialog. Read the summary carefully before confirming. If any household has no primary member, the change is blocked until you assign a primary first.
Section titled “Related”