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1. Prorating Membership Level Upgrades

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   28 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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   Work in progress  ·  AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

   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… more

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   Reverend Craig commented  ·  Dec 2, 2015  ·  Edit…  ·  Delete…

   Allow upgrade from one membership level to the next by paying the difference only.

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   Reverend Craig supported this idea  ·  Dec 2, 2015

2. Tracking and setting a termination date for unpaid event registrations

   16 votes

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   3 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Reverend Craig supported this idea  ·  Sep 21, 2015

3. Designate an attendee as a non-member if they are registered under a member attending

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   2 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Reverend Craig supported this idea  ·  Jul 12, 2015
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   Reverend Craig commented  ·  Jul 12, 2015  ·  Edit…  ·  Delete…

   I think I know what Maureen is talking about. We have events that are open to members and non-members, with members getting a discounted price when they register. If a member was to log in and buy themselves a ticket plus a guest ticket, that guest would be counted as a member (and would get charged member price) whether they were a member or not.

   I can think of a couple of ways around this. If you're worried about getting full price out of non-members, you could just disable guest registrations for members, and make every member buy their own tickets. If you're not too concerned about members bringing guests at their price (I fit in this category), then it would be great to have the guests listed separately as guests (so at least we know there is uncertainty about their membership status).

   For example, if we only had 2 membership levels, it would be cool to see the attendee list broken down to:
   * Regular Members
   * Premium Members
   * Guests of Regular Members
   * Guests of Premium Members
   * Non-members and their guests

   Does that make sense?

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