Phil Caple

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  1. 30 votes
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    29 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →

    For now, this is not something we’re going to change – not sure if ever.
    Workaround to use: create a special “entry” free level to apply to, and close “normal” ones for application. For the entry level, create also a dropdown field where a potential member can choose a level they want to apply to. Add other fields you need to assess the application. When application is successful, your admin is to change membership level to required one and generate membership invoice (membership upgrade invoice). The member will be emailed with the invoice and can pay.

    Phil Caple commented  · 

    We are currently using the workaround described by Evgeny. Unfortunately, this causes quite a bit of confusion. People think that when their applicant level membership is "accepted" they have been approved for our club - and the acceptance email clearly states how it works.

    I agree with Kyle and i've started looking for other options for membership management.

    Phil Caple supported this idea  · 
  2. 60 votes
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    25 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
    Phil Caple commented  · 

    Here is an update on how we implemented our hall rental / BBQ reservation system:

    For BBQ rentals, we created a WooFoo form to collect data related to the rental. We then ask the member to create a donation using a form setup to default the donation category. If the member pays for a rental when there is no slot available, we refund using a manual credit memo. The woofoo form emails our groundkeeper who validates the payment and then enters an event on our BBQ rental calendar.

    This is clunky but it works. problems do occur on popular days with multiple members requesting & paying for rentals.

    For Hall Rentals we have another woofoo form. it also emails our groundkeeper. He validates the event, obtains signoff on a contract and payment. Then he setups an event and manually logs the payment.

    This is a manual process. Fortunately, with the vetting that has to occur with a Hall rental we don't receive payments unless an agreement has been made.

    Phil Caple supported this idea  · 
    Phil Caple commented  · 

    i'm a new member just getting started with Wild Apricot. We are a local civic club, with paid membership. For a fee, we allow members to reserve space for a BBQ and a picnic table. (we have a undercover cooking area, 4 grills and several picnic tables nearby). We also allow both members & non-members to rent our main hall, for various fee levels. (which can support events for ~100 people, like weddings or other parties). We have added on "extras" for additional things like a bridal room (with facilities to get the bride ready), sound systems, lighting systems, etc.

    Our desire is to have a way to reserve/pay for the facilities we rent out, along with calendars to see what is scheduled. We would need some sort of workflow approval process to vet / approve rental requests (more so for the hall rentals).

    We are going to use events with a single registration limit for this. We'll have events setup for each level of service we provide that we can copy from.

    That said, it would be very nice to have a registration type process that would allow members and non-members to request a rent-able facility, followed by an approval process, invoice generation, payment receipt and then visibility on a calendar.

    thanks!

    phil

  3. 294 votes
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    64 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
    Phil Caple supported this idea  · 
  4. 449 votes
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    208 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →

    Sorry for the late update.

    The first step was finished and emails can now be carbon copied to contact’s alternative emails. To do so the contact fields which store the alternative emails must be explicitly marked on the email setting page.

    Unsubscribing will unsubscribe all alternative emails simultaneously because they all belong to the very same account. The person clicking “unsubscribe” is warned about this on the unsubscribe page.

    For now we paused the development of this feature. but not for good. :) So I’m changing this wish status back to “collecting comments”.

    Thank you everyone for a valuable feedback.

    Phil Caple supported this idea  · 
    Phil Caple commented  · 

    I'd like ask for the additional email feature as well. I'm a new Apricot, just getting started. Our current membership system allows for multiple (as many as we want) email addresses. We use these emails primarily for communication (email blasts) and other inquiries made to members.

    Of our ~ 600 members, the majority (~ 50%) only have 1 email. most of the rest have 2. About 5% have more than 2 email addresses.

    i'm setting up a bundled membership so that i can setup the additional members. This will keep us within the next limit - but it also requires additional overhead to maintain separate membership records.

    I'd request that there be a 2nd email for a contact account. That will address the vast majority of my members and require much less overhead for the system administrator.

    We are all volunteers - so this will make a pretty big difference.

    Thanks,

    Phil

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