What is membership proration?
Instead of charging members the full membership fee for an abbreviated membership period, you can charge a reduced fee, or charge the full fee and extend the membership into the next renewal period. Membership fees can be prorated for new applicants based on the time of year they apply.
Proration is only available for date-based member types that use standard pricing.
Prorating membership fees
Navigate to Database > Member Types. Hover over the member type you want to add proration to, then click the EDIT SETTINGS button.
Underneath the Pricing Settings section, the date range represents your full membership year. In the screenshot below, members applying for membership will receive an expiration date of December 31. They will be charged $200 regardless of when they apply for membership during the year.
You can create a second date range that charges a prorated fee. First, change the December 31 date to a date earlier in the year. For example, if you want members that apply from October through December to be charged a prorated fee of $100, you can change the December 31 date to September 30. Then, click the ADD PRORATED PRICE button. This will create a second date range that covers the rest of the year.
You can break your date ranges down even further, and add additional prorated fees.
Expiration date rollover
The rollover function allows you to extend a member's expiration date an additional year if they apply for membership after a specific date. You can charge members the the full price of membership while ensuring they don't have to renew again after just a few months.
If your membership year runs from January 1 to December 31, and you want members that apply from October through December to have their expiration date extended to December 31 of the next year, edit your initial date range to run from December 31 to September 30. Do not click the ADD PRORATED PRICE button. Once you've completed these steps, your pricing settings section will look like the screenshot below.
In the above example, members that apply for membership in the months outside of your default date range (October, November, and December), will have their expiration date set as December 31 of the following year.
Date ranges in your pricing settings section do not interact with each other in any way. Their amounts will never be added together. If you want a user to be charged a rollover price of $200, do not leave it blank and assume that because your initial date range lists $200 they will be charged. Each date range should have its own pricing amount entered into the field to ensure the member is charged correctly.
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