DeeDee
My feedback
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127 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 An error occurred while saving the comment DeeDee
commented
Your proposal would not work for us. We have an annual renewal date of 1 June. We only have membership level changes at the time of renewal. We want members to renew in May. An example of a level change: a member changes from a one-year membership at $25 to a three-year membership at $70. Your pro-rating proposal appears to result in less $ and the time period covered would be the same.
In addition, we have a different type of pro-rating system for new members. Our fiscal year runs from 1 Jun to 31 May. Our policy is if a member joins after 1 Dec, their membership runs until the second 1 June. For example, a member joins on 4 Dec 2020, they are not due for renewal until 1 June 2022.
DeeDee
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34 votesDeeDee
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4 votesDeeDee
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2 votesDeeDee
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137 votes
Evgeny Zaritovskiy
responded
Old design proposal, not working on it yet and can be changed if we start working on it – https://drive.google.com/file/d/0B0f9kMyQqlBsZ3FQOWRiMERRNkk/view?usp=sharing
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37 votesDeeDee
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7 votesDeeDee
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2 votes
An error occurred while saving the comment DeeDee
commented
Using CSS you can probably replace the three bars with the word "Menu" which might be less confusing for your members.
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10 votesDeeDee
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2 votesDeeDee
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68 votesDeeDee
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81 votesDeeDee
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3 votesDeeDee
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4 votesDeeDee
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12 votesDeeDee
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14 votesDeeDee
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Oleg, I think separate, configurable pro-ration settings for level changes would work. When a member changes from a 1-year individual membership to a 3-year individual membership, when it starts (May or June) doesn't really matter, it is the renewal date that is important.
I had someone change their membership level earlier this week. They changed from a 1-year individual to a 3-year individual. They were already paid up through 1 Jun 2022, and the calculation WA came up with was a new renewal date of 1 Jun 2024, which was obviously incorrect. Renewing when the membership is still active for several months usually occurs because the member does not remember when they are due to renew. We do not put a limit on how long before renewal is due a member can renew.