Pro-rate membership fee for partial periods [507]

Last post 03-30-2010, 4:44 PM by Chief_Apricot. 15 replies.
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  •  05-09-2008, 11:22 AM 6796

    Pro-rate membership fee for partial periods [507]

    Current behavior:
    Full pricing is always applied to each membership, even when the renewal date is fixed (say, January 1st) and a member might be applying in the middle of the period (say, on July 1st)

    Desired behavior:
    Ability for the administrator to enable prorating of membership. For example, if the membership is annual, with fixed renewal date and member applies in the middle of the period, he would only pay half of the full period price.

    Notes:
    Our current thinking includes:
    - for annual, semi-annual and quarterly renewals round down to month.
    - for monthly renewals round down to days
    - Ability to specify initial period when membership is not rounded down. (For example, if renewal is annual on jan 1st, January application should not round down to 11 month but be paid in full)
    - Ability to specify min remaining period. When remaining current membership period is equal or less than that, it is tackled on to the next period. For example: min period is 3 months. If a person applies for membership and rounded down remaining duration is 2 months, he is asked to pay for 14 months (2+12 - next full period)
    Dmitry Buterin, Chief Apricot
  •  07-13-2008, 1:12 PM 8544 in reply to 12766

    • kimskim is online. Last active: 02-09-2012, 6:31 AM kimskim
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    More options for renewal term for membership

    My organization's memberships are based on the school year which is approximately from August 25th through June 15th. While the bulk of our memberships are acquired between August 25 and Oct. 31, we do get some early sign-ups and we continue to accept memberships all year until June 15 or so.  But regardless of what date a person joins, their membership needs to be renewed again for the next school year.

    The problem I'm having is that on the Renewal Policy screen for a given Member Level, I can only choose an Annual renewal period based on either (a) the member's join date, or (b) a specific date such as 1 September.

    If I choose (a), then someone who joins on January 1 won't get renewal notices until Jan. 1 of the following year.  Not what we want.  We want everyone to get renewal notices at the same time just prior to the beginning of the school year (i.e., in late August).

    If I choose (b) and specify 1st of September as the hard date, then a new member who joins prior to Sept. 1 will still be tagged for renewal a few days later on Sept. 1.  For example, if someone joins on August 25th, 2008 as a new member, their renewal date will be Sept. 1, 2008 -- not Sept. 1, 2009 as it should be from a functional point of view.  If I back up the date from Sept. 1 to Aug. 1 to try to prevent this problem, then the renewal notices get sent out too early (in July when everyone is on Summer Break) and are likely to be ignored.

    One Solution?

    Ideally, any new memberships that are created within n days (administrator specifiies number of days) prior to the hard start date (Sept. 1 in my case) would have a renewal date of Sept. 1 of the following year.  Sort of like a preregistration grace period.

  •  04-17-2009, 6:42 PM 12087 in reply to 6796

    • crystal is not online. Last active: 04-17-2009, 7:35 PM crystal
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    Re: Pro-rate membership fee for partial periods [507]

    What is the status on this feature?
  •  04-17-2009, 10:48 PM 12089 in reply to 12087

    Re: Pro-rate membership fee for partial periods [507]

    We are trying to plan it into one of the next few releases, but this has not been firmed up yet. Might end up being postponed until we roll out full financial management module (at least 6 months).

    Dmitry Buterin, Chief Apricot
  •  05-24-2009, 8:43 AM 12627 in reply to 12766

    • kimskim is online. Last active: 02-09-2012, 6:31 AM kimskim
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    Re: More options for renewal term for membership

    Has this been resolved under the current version of WA?  In about a month I'm going to be dealing with this issue.  To work around this problem this year, I just set it up so that memberships were based on join date.  Next month I plan to manually change all my current members' renewal date (via export/import) to Aug. 20, 2009 to get everyone on the same renewal date.

    But between Aug. 1 and Aug. 20, I expect to get 50-100 new member applications.  I'd like to set a hard date of Aug. 20 for renewals, but I don't want the new members who join prior to Aug. 20 to expire on Aug. 20, 2009.  They should expire on 8/20/2010.

    I don't want to have to do the export/import thing every year to get the renewal dates in sync. Someday I hope not to be the webmaster of this site, but I'm not confident that future webmasters would remember to do this (or understand how to do it, or feel comfortable doing it...).  Then the memberships would get all messed up.

  •  05-25-2009, 9:04 AM 12634 in reply to 12766

    Re: More options for renewal term for membership

    This has not been changed yet - we are waiting to get more feedback from other clients to make sure we address it as broadly as possible.

    Dmitry Buterin, Chief Apricot
  •  05-27-2009, 7:31 AM 12669 in reply to 12766

    • kimskim is online. Last active: 02-09-2012, 6:31 AM kimskim
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    Re: More options for renewal term for membership

    Ok.  But this does seem like a bit of a bug versus a feature enhancement don't you think?  If I set up renewals to renew annually based on a specific date, and someone joins just prior to that date, I can't imagine a situation where the intention is for the membership to last only a few weeks before requiring renewal again.
  •  05-27-2009, 7:56 AM 12670 in reply to 12766

    Re: More options for renewal term for membership

    Kim,

    It's not a bug in a sense that current behavior is by design.

    I do agree with you that this design seems faulty and this behavior should be changed.

    So all I am saying is that we want to collect a bit more feedback from others to ensure we address this in the broadest sense.


    Dmitry Buterin, Chief Apricot
  •  05-27-2009, 9:48 AM 12674 in reply to 12766

    • kimskim is online. Last active: 02-09-2012, 6:31 AM kimskim
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    • Joined about 3 years ago
    • Posts 175

    Re: More options for renewal term for membership

    I understand.  Thanks for keeping it in mind.  It may be that not many people use the 'Specific date' option.  Maybe we're unusual in that regard.  Thanks again.   - K
  •  05-28-2009, 5:42 PM 12705 in reply to 12766

    Re: More options for renewal term for membership

    Currently if a new member joins on July 30, 2009 their renewal date is set to August 1, 2009 (renewal date).  Ideally it would be good if there was a grace period variable that could be set for new applications on each membership level to extended the renewal date to the following year.  For example, any new application submitted between June 1, 2009 and July 31, 2009 should have the renewal date set to August 1, 2010.
  •  05-29-2009, 9:10 AM 12719 in reply to 12766

    Re: More options for renewal term for membership

    I think this relates to this thread:

    http://community.wildapricot.com/post/6796.aspx


    Dmitry Buterin, Chief Apricot
  •  05-30-2009, 12:10 AM 12766 in reply to 12089

    Re: Pro-rate membership fee for partial periods [507]

    This is a great idea.  Hope you get this working.
  •  08-10-2009, 2:13 AM 13836 in reply to 12766

    Re: Pre-registration grace period

    This is kind of an essential feature for us and should be an obvious need.  Concur 100%. 

    Our membership year is Sept 1 to Aug 31.  We need to renew and sign up new members up to 3 months before the official year starts without immediately hitting them up again..."A preregistration grace period."

    "...any new memberships that are created within n days (administrator specifiies number of days) prior to the hard start date (Sept. 1 in my case) would have a renewal date of Sept. 1 of the following year.  Sort of like a preregistration grace period. "


    Jim Seroskie
    Guild of NH Woodworkers
  •  11-11-2009, 2:47 PM 15082 in reply to 12766

    Re: More options for renewal term for membership

    I will join this to another thread about pro-rating as we are trying to address this in its entirety.

    Dmitry Buterin, Chief Apricot
  •  12-22-2009, 3:45 PM 15768 in reply to 6796

    • Anonymous

    Re: Pro-rate membership fee for partial periods [507]

    We have begun developing this feature, which will enable you to prorate new membership application fees on memberships.

    On the membership levels with a specific renewal date will be an area where you will be able to set up a prorating policy for that level. You will be able to define when prorated period starts, either as a number of days or months before the renewal date. You will also be able to set a minimum fee for the level, as well as apply the prorating period to any extra cost fields.

    We hope to have this ready to be released with version 3.4, which is scheduled for March 2010.

  •  03-30-2010, 4:44 PM 17623 in reply to 6796

    Re: Pro-rate membership fee for partial periods [507]

    This was released in version 3.4

    See  http://help.wildapricot.com/display/DOC/Prorating+membership+dues+for+new+applications


    Dmitry Buterin, Chief Apricot
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