Darlene Devendorf
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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…Darlene Devendorf
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An error occurred while saving the comment Darlene Devendorf
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For our organization, a level change is a change in the length of the membership period which involves a discounted price not a change in privileges. Members doing a level change as part of their renewal are finding that they have lost membership time if they do it before the current renewal date. When we were vetting Wild Apricot we missed this as being an issue. I would prefer our members not losing membership time to allowing a level change at any time during the membership cycle. Perhaps this could be a "checked" option for a membership level - allowing a change in level but basing the Renewal Due date on the current Renewal Due date for that member vs. basing it on the date of the level change.
Absolutely correct. A member choosing to change levels wrecks havoc for our membership person - he has to keep a separate "set of books" just to reset the members renewal date in these instances.