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 date)
- Allow member to renew for one extra period (e.g. when level changed in December)
See attached diagram for details
Do these changes seem reasonable to you? If not – what would you change and why?
If you have some spare time, we would appreciate a short interview with you about your level setup and change level policy – just reply to post or email onesterkin [at] personifycorp.com
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…
I am having a significant problem during our membership renewal drive. Our renewal date is January 1. If a member renews at the same membership level the system moves their renewal date to January 2022. However if they want to change levels it keeps the renewal date as January 1, 2021. I then have to go in and change this manually. This causing a signficant amount of time for tracking and changing manually. A feature that allows for level changing and renewal at the same time would help tremendously. It could be a setting of "x" number of days before renwal you could activate.
Anonymous
I am having a significant problem during our membership renewal drive. Our renewal date is January 1. If a member renews at the same membership level the system moves their renewal date to January 2022. However if they want to change levels it keeps the renewal date as January 1, 2021. I then have to go in and change this manually. This causing a signficant amount of time for tracking and changing manually. A feature that allows for level changing and renewal at the same time would help tremendously. It could be a setting of "x" number of days before renwal you could activate.