We are a Tennis and Squash club looking to replace our largely manual invoice and subscription service with CBSubs since our membership details are held on Community Builder.
A key criteria is automation of processes since the club is largely supported by volunteer effort.
So far this is looking good with the ability for member self registration and annual automated reminders.
All is well with memberships that roll on from year to year. There is always the odd member who wants to change from full to off peak or vice versa and we are happy to process this manually if necessary or give them an option at renewal time. Renewals are based on the anniversary of joining.
The problem I am struggling with now is the best way to automate natural breaks based on age. To simplify the problem into a single case, (we actually have several age categories to avoid massive subscription rises from one year to another) consider the progression of junior to senior once the member reaches a given age (say 18). We have kids of all ages joining and we need to move them into a senior category at the first renewal after they reach the age of 18.
We have a CB field holding the year of birth (cb_yob) which is on the registration form. Our membership subscription rules are based on the age attained in the year ending 31st December. So if a member has their 19th birthday anywhere in year 20XX then in that year their subscription ncheeds to change to the senior category. So on joining we know when their change of plan will be.
Can you suggest the most appropriate way/set of tools that this could be addressed?
Many thanks
CBSheen
krileon
