Ken Koubek
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140 votes
We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.
As a first step, we suggest to redesign how level change is working and add prorating there:
- Level would be changed immediately, as now - Remaining portion of old membership level payment will be applied to new level - For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications: - Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal…An error occurred while saving the comment Ken Koubek supported this idea ·
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20 votes
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97 votes
We started working on providing members ability to stop their own membership. Stay tuned for updates!
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20 votes
An error occurred while saving the comment Ken Koubek commented
The feature in the Calendar that allows registrants names to be displayed should have a sort option. Currently, the names are listed in reverse chronological order with the latest registrants being first. Sorting alphabetically by Last Name (Surname) would be much more useful if someone is looking for a particular name. The other option would be to have a search function that would look through the registrants.
Ken Koubek supported this idea ·
We have discounted membership levels for unemployed or student or retirees. We also have our renewals based on the calendar year. If a persons employment level changes for any reason during the year and they want to take advantage of the discounted level for the upcoming renewal, they have to wait until their membership expires so that they can change the level without a new invoice being issued (essentially extra invoicing during a calendar year). We also are initiating an auto-renewal membership that includes a discount. If a person wants to change the level before the current membership expires, they are automatically invoiced for the new discounted level for the rest of the year, even though they have paid for the full calendar year without a discount. When renewal notices go out to members during the last quarter, if they want to renew at the discounted rate or at any other level, they have to ignore the notice and wait until the current membership expires to change the level which then generates an invoice for that next year and effectively renewing their membership but at the new level. Renewals should allow a choice of levels for the member so that they can renew at any time at the new level without automatically issuing a new invoice till the end of the current membership term.