Best practice for simultaneous renewal and upgrade of subscription

  • Karen Griffin
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3 years 8 months ago #148854 by Karen Griffin
Hi-

What is the best way to allow a subscriber to upgrade their subscription at time of renewal?

Thanks.

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3 years 8 months ago #148859 by Tuan Pham Ngoc
Hello Karen

We do not have a way to handle that. I don't know how it should work, too.

Tuan

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  • Karen Griffin
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3 years 8 months ago #148892 by Karen Griffin
lol. Okay. What happens if a member renews their subscription and then upgrades right after? Does the upgrade attach itself to the renewed subscription or the current one?

On the back end, I told my client to let the current subscription expire and turn off the reminders for it and then just start a new upgraded subscription, but I am concerned about what happens when users want to renew and upgrade simultaneously from the front end.

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3 years 8 months ago #148895 by Tuan Pham Ngoc
If users renew and then upgrade:

- The renewal subscription will be expired
- There will be new subscription record created for the upgraded subscription

How you expect it to work? I don't think there is anyone renews their subscription, and then upgrade again to a different subscription.

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  • Karen Griffin
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3 years 8 months ago #148904 by Karen Griffin
Urg. The session keeps timing out while I am trying to respond. Hopefully the third try is a charm.

My client has members who want to renew their membership, but wish to go from an individual membership to a group membership. Couple piece of info:

1. The renewals are set to create a new subscription, not extend the current one.
2. My client has a 6 month long membership drive where they ask people to renew their current membership. All memberships expire on March 15 of every year.

The issue here is how the cost and expiration dates of upgrades are calculated. If the member renews first, then upgrades, is the upgrade's cost and expiration based on the new expiration date of the renewal? If so, then this would satisfy the need to renew at an upgraded level. Otherwise, they would need to upgrade first, then renew, correct?

Am I making sense at all here? lol.

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3 years 7 months ago #148913 by Tuan Pham Ngoc
The main question here is how you want the price and subscription duration is calculated when users upgrade? Without a clear requirement, I don't know how to answer your question.

Normally, when someone upgrade their subscription from plan A to plan B:

1. Subscription for plan A will be marked as expired

2. Then a new subscription record for plan B will be created. The from date of the subscription is the date users perform upgrade, and end date is calculated base on from date and subscription length of the upgraded plan. The price for upgrade is base on the price you setup in the upgrade option

However, that basic rule can also be changed base on Prorated setting of upgrade options as described here membershipprodoc.joomservices.com/basic-...ated-upgrade-options

Hope it gives you some clues.

Regards,

Tuan

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