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1. Provide a way to change membership level during renewal

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   73 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
   Jessica Reinhardt supported this idea  ·  July 12, 2015
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   Jessica Reinhardt commented  ·  July 12, 2015  ·  Edit…  ·  Delete…

   Changing a membership level is something we currently offer to our members, and is handled at renewal time. At the moment, we use this as a way for members who would like to support the cause to donate a higher amount of money at their renewal date. We are just starting to use the Wild Apricot system and invoices have been sent out.

   Based on my research, I expected that members would be able to select a level of membership during the renewal process. This is very important to us. The road map document is large and cumbersome. Could WA staff provide an update on this issue?

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