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Henry Busetti

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    73 comments  ·  Wishlist » Members  ·  Admin →
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    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…
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    Henry Busetti commented  · 

    Members renew their annual membership with our organization (a mountain bike club) starting each April 1. In our renewal reminder email we encourage them to upgrade their membership to a higher level while they renew. If they renew at the same level they receive the "renewal completed" automatic email (which we have customized). If they renew and upgrade their membership they receive two automatic email (level change pending and level change pending - which are not customizable), but to not receive an automatic "renewal completed" email.

    Our problem: we have to keep track of all our "level change completed" memberships in order to send those members a manual "renewal completed" email.

    Our suggestion: can an option be created so that an organization can treat a renewal with a level change just like a regular renewal (and have an automatic "renewal completed" email go out, and eliminate the "level change pending" and "level change completed" emails?

    Henry Busetti supported this idea  · 

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