Member Renewals and level changes

Wild Apricot includes many member online self-service features, including the ability for members to renew their membership, change their membership level, and pay membership dues online.

To start a renewal or level change, the member must log in. Upon successful login, they will see a 'View profile' link (See Member - edit profile).

This link will lead them to their profile page.

The top section of this form lists key membership information - Membership level, status, date joined, and renewal date, and provides functionality to change his membership level or renew:

Renewals

• Membership renewal options are defined for every level via Membership level renewal policy
• Clicking on the [Renewal] button will first take user to review their membership details, where they can update their profile details. After clicking [Update and next] and confirming the the renewal, members will be taken to their "Invoices and payments" screen where they can pay for the invoice. See: View account history and pay invoices

• Until the payment is made:
  • A Balance Due notification will be shown on the notification bar

• A message will be displayed on the member profile: "Membership renewal initiated, not paid yet."
• There will be a button to view and pay the invoice.

Renewals can also be processed automatically if automatic recurring payments are used - see Recurring payments

Membership Level Change

The button to change a membership level (e.g. [Change membership level] as illustrated below) will only appear if the security options of the level allow level changes (See Membership levels)

Members can choose to change from one level to another regardless of whether that level is paid or free.

Note: The full price of the new membership term will be billed; next renewal date will be calculated based on new level settings and payment date. There is currently no pro-rating based on the previous membership level.

After clicking the button, members will be presented with the list of available membership levels (see below)

Next, they are given the chance to update their profile and asked to confirm,

Click on [Confirm and proceed with payment] to add the invoice to your profile (see: View account history and pay invoices). After the successful online payment, membership record will be set with a new membership level and renewal date. Until the payment is received, notice about the level change is shown on the member's profile, along with the option to view and pay the invoice.

Direct links to renewal and level change

By default, in order for a member to renew or change level, he must go through the following steps: login, open a profile page and then click on Renew or Change level button.

It is possible to simplify this process by providing a direct link to the renewal or level change wizard.
Use the following link format (replace YourWebsite.org with your actual website address):

For Renewal: http://YourWebsite.org/Content/Wizard/Renewal/MemberRenewal.aspx For Level change: http://YourWebsite.org/Content/Wizard/Upgrade/MemberUpgrade.aspx

(For security reasons, members will be asked to log in before proceeding)

Some of the examples of how it can be used:

• In the email to your members
• On a webpage. You can insert a link or some image (button) as a link.

See also

• Automating membership renewals
• Manual member renewal
• Membership levels