[SOLVED] Membership Plan Use Case Question

8 years 6 months ago - 8 years 5 months ago #271830 by nphic
Folks,

I'm looking to setup a membership plan in CBSubs that has the following criteria:

1. All memberships start on January 1st with annual payments
2. New memberships would be prorated for the first year. For example, if a new member signs up on September 1st, I would set the expiration date to January 1st using SQL Actions and the prorated first year payment would be for four months.

I see how I can setup the plan so it does only "This Calendar Year" for the subscription. But, I cannot figure out how I can prorate the new membership. I looked at Promotion, but I need to determine the prorated membership rate for the remaining months of the year. How do you suggest I accomplish this Use Case?

Thanks,
Joe

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8 years 6 months ago #271841 by nphic
Replied by nphic on topic Membership Plan Use Case Question
Folks,

Please disregard this request! I was able to find my answer in the timing tab of the Promotion section of CBSubs.

Thanks,
Joe

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8 years 6 months ago #271854 by nant
Replied by nant on topic Membership Plan Use Case Question

nphic wrote: Folks,

Please disregard this request! I was able to find my answer in the timing tab of the Promotion section of CBSubs.

Thanks,
Joe


Yup - and I beleive there are some use case examples in the documentation.

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8 years 6 months ago #272438 by nphic
Replied by nphic on topic Membership Plan Use Case Question
nant,

Thanks! Everything was in there that I needed.

Thanks for the reply!
Joe

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