[SOLVED] Plan configuration - Solved

Sorry, this may be a stupidly obvious answer, but I'm stumped.

• The client has an annual membership plan
• Their initial membership covers the remaining current year unless
• they join or renew after Oct 31, then their membership covers the following year
• renewals would extend their membership to cover the following year,
• unless made after Jan 1, then would cover that current year

So I have it configured as follows:

• Is the first amount and period different > Different first period and price for Registration only
• Initial validity duration > This calendar year
• Start date of first calendar year > 01/01
• Regular Validity duration > 1 year
• Renewable in advance by > 2 months
• Manual renewal extends expiration date as follows > Renewal starts at expiration date or at payment date - whichever happens last (allows free gap)

I didn't want someone to have to backpay missed time if they let their membership lapse, so if I paid in 2019, but lapsed for all of 2020, then renewed in 2021, my membership would be active for 2021.

Your help would be appreciated.

ED

- It is not recommended to mix non-calendar durations and calendar durations. No need for different first period.
- You also need to set "Bonus time before first period start (for calendar-based durations)" to "2 months" so that if they register or renew in November or December, their subscription is valid for the rest of current year and for the whole year thereafter.
- Renewable in advance means how much in advance they can renew an active subscription.

So your settings could look as follows:

• Is the first amount and period different > no
• Regular Validity duration > 1 calendar year
• Start date of first calendar year > 01/01
• Bonus time before first period start (for calendar-based durations) > 2 months
• Renewable in advance by > 6 months (if you want to be able to renew an active subscription already from July onwards)
• Manual renewal extends expiration date as follows > Renewal starts at expiration date or at payment date - whichever happens last (allows free gap)

Thanks, Beat.

• Regular Validity duration > 1 calendar year

1 calendar year is not listed/available as a duration. I see that selecting This Calendar Year adds the Bonus time before first period start (for calendar-based durations) > 2 months option, but is the This Calendar Year selection correct?

BTW I still needed the Different first period and price for Registration only as they have a new account setup fee that is charged at registration.

Thanks,

Ed

Sorry, yes, 1 calendar year is called "This calendar year" in that drop-down (probably i was finding it clearer when i wrote that ).

So yes, you can have "This calendar year" for both first and recurring periods, with different pricings.

Does it now do what your client wishes ?

Thanks, Beat.

All seems to be working correctly now, as the client has requested.

Ed

Awesome, marking thread as solved!