Karen Garritano
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143 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 Karen Garritano
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23 votesKaren Garritano
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27 votesKaren Garritano
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15 votesKaren Garritano
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7 votesKaren Garritano
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21 votesKaren Garritano
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2 votesKaren Garritano
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51 votesKaren Garritano
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6 votes
An error occurred while saving the comment Karen Garritano
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This would be helpful to include FORUM rules & administrative guidelines, or to post a common topic that regularly gets repeated within the forum
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6 votesKaren Garritano
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8 votesKaren Garritano
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Piling on -- the Membership Level allows for one level to be a pre-requisite for the higher level, but the higher level resets the membership date.
We have a membership renewal date based on when the member signs our MSA. When they move to a higher level, they sign additional contracts, but not a new MSA.