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MP and Event Book, Volunteer - add conditional fees based on external activity

  • channing meyer
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7 hours 55 minutes ago - 7 hours 41 minutes ago #179624 by channing meyer
Hello OSTeam:

Our client is setting up a membership system.  They are also looking how to solve this problem possibly by using Event Booking. Members are required to volunteer once a year to so a service.
  • Their membership system is set up to a fixed date annually.
  • They have a one-time "set-up" cost unless they expire, then they have to pay the "set up" cost again.
The challenge is tracking and then charging folks that do not show up to volunteer.  If they don't volunteer, there is an additional charge in the next membership cycle.  The only way they know now who has volunteered is documenting those that show up for the event.

I am hoping there is a way to automate the billing of those who have not volunteered using EB and MP.  Am sure there will have to be some manual labor but, let me know of any ideas you may have.
My solution, but do not know to implement:
  • Somehow they are counted in Events Booking then...
  • Runs a query before renewal (July 1–31)
  • Checks if each member has at least one event attendance record in Events Booking for the current calendar year (Sep 1–Aug 31)
  • If no volunteer activity found: Adds a fee to their renewal membership
  • Updates Membership Pro, Applies the fee so it appears on their renewal invoice for one year
Thank you.

Channing


 
Last edit: 7 hours 41 minutes ago by channing meyer. Reason: Update

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  • Tuan Pham Ngoc
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5 hours 10 minutes ago #179625 by Tuan Pham Ngoc
Hi Channing

So basically, adding some fee to normal membership if they are not found as registrants in Events Booking during the period? If it is just that, it should be possible to implement but need details discussion

Maybe try to setup things first (subscription plan, event) and then we can discuss further ? For example, we will need to know the fee needs to be added, will it only be added to renewal or also for new subscriptions...

Regards,

Tuan

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  • channing meyer
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4 hours 55 minutes ago #179626 by channing meyer
Hello Tuan:

You bring up good questions.

EB would likely have to be connected to use the same registrants from MP. The client would use EB for any event they might have, but the Volunteer event is specific to the payment for Volunteering.

New registrants get the first year free for Volunteer fee.
The fee is only added to Renewal
After first year, each member is required to either volunteer, which has to be verified, or have to pay the fee of $150.

Channing

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  • channing meyer
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4 hours 55 minutes ago #179627 by channing meyer
Hello Tuan:

You bring up good questions.

EB would likely have to be connected to use the same registrants from MP. The client would use EB for any event they might have, but the Volunteer event is specific to the payment for Volunteering.

New registrants get the first year free for Volunteer fee.
The fee is only added to Renewal
After first year, each member is required to either volunteer, which has to be verified, or have to pay the fee of $150.

Channing

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