Feature to Switch Membership Level Automatically Upon Renewal
setting to automatically change a membership level from one level to a different level when a contact renews their membership
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Diane Comstock commented
Need this - as we have a First-Year membership and a Regular Membership. I had to manually change all First-Years to Regular before the Renew request went out.
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Gregory commented
We should be able to set a membership level to renew to another level automatically. There is currently an option for the *user* to change to another level but not for the admin to stipulate what the renewal level will be. This would help, for just one example, to convert complimentary members to paid. This feature seems to be standard in subscription management systems I've used but perhaps not with membership management systems such as Wild Apricot.
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Kathy commented
Definitely needed. You have no way of charging a credit card processing fee upon check out. I had to create two membership levels. 1 with a fee and 1 without for cash or check payments. If next year they decide to pay with the other option, they won't be able to.