What is it?
Member dues can be prorated for new applicants based on the time of year they sign up for membership. You can also extend the user's expiration date an additional year in the event they sign up at the end of your current year and would not receive adequate membership benefits. Proration is only available to date-based Member Types that utilize standard pricing.
How to access
When logged in as an admin, go to Database->Member Types->hover over a Member Type, then click the Edit Settings button that appears out to the right. Once inside of the Member Type's settings, scroll down until you locate the Pricing Settings section. A standard setup will look similar to the screenshot below.
The date range in the above screenshot represents your membership year. Any users signing up for membership in our example will receive an expiration date of Dec. 31st. They will also be charged $200 regardless of when they sign up during the year.
Using the screenshot above, if you want to create second date range that charges a different pricing amount than the first, you would change the Dec. 31st date to be a date earlier in the year. For example, if you want any users that sign up from October through December to only be charged $100, as they will only be receiving a few months of membership, you would change the December date to be Sept. 30th. Once done, click the green Add Prorated Price button. This will create a second date range that covers the rest of the year, which will look like the below.
You can break your date ranges down further in order to have more unique date ranges than just the two displayed above.
Expiration Date Rollover
The Rollover function allows you to extend a user's expiration date an additional year if they sign up after a specific date. Rather than give the users only a few months of membership for signing up at the end of the current year, the rollover function will extend their expiration date through the next year as well. This allows you to charge users the full price of membership while ensuring they don't have to renew again after just a few months of membership.
The first step in creating this option is similar to the date-range setup described above. If your membership year runs from Jan. 1st to Dec. 31st, for example, and you want any users that sign up from October through December to have their expiration date extended to Dec. 31st of the next year, you would first edit your initial date range to run from Dec. 31st to Sept. 30th. Do not click the Add Prorated Price button. Once you've completed these steps, your pricing settings section will look like the below.
In the above setup, any user that signs up for membership in the months outside of our default date range, which in this case would be October, November, and December, will have their expiration date set not as Dec. 31st of the year in which they are signing up, but Dec. 31st of the following year. You can edit the price listed in the Rollover section to charge them as much or as little as you want for receiving this benefit.
To note: Date ranges in your pricing settings section do not interact with each other in any way, meaning their dues 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. They will not. Each date range should have its own pricing amount entered into it to ensure the user is charged.