Adding Members Manually

  • Resolved Nik

    (@nikbond)


    8 years ago

    Hi there

    Scenario: Site is new site for an existing club where members pay on an annual basis from 1st May one year to 30th April the following year.

    Some members have already paid for the year 2018 – 2019 whereas others have not.

    As the new site is just about to launch, ideally I would like to manually add all users to the single annual membership and create an invoice for them (for the current year) so that Admin can then mark which ones have already paid and which have yet to pay.

    Ideally, in future years, options for members to pay could ideally be manually, single payment OR they could set up recurring payments.

    Trouble is… I just can’t work out the best way to handle this!

    If I set up a recurring membership, it seems that there is no way of specifying a start date so it will always be fixed time period from the day they sign up (or are manually added). Is there any way of changing (or editing) this so that time period starts from 1st May?

    If I set up “one payment for date range access” (ie. 2018 – 2019), there’ll be no option to extend their membership, not to mention the fact that the invoice created seems to be dated for the END of the membership not the start!

    I really hope this makes sense… as you can probably tell, I’m somewhat confused and would really appreciate any suggestions you may have. I’m more than happy to manually edit the database if that’s what’s required but the serialized data makes it a little tricky to work out exactly how best to do that.

    With many thanks in advance and really hoping you can help… I’m almost about to give up on this altogether 😉

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  • Thread Starter Nik

    (@nikbond)

    8 years ago

    Hi Oguz

    Agh… I’ve spotted another problem with this. Here WAS my plan ie.

    Two memberships –
    Membership A: 1st May 2018 – 30th April 2019
    Membership B: 1st May 2019 – 30th April 2020

    One week prior to expiry, members get email to go and sign-up for next year’s membership.

    ie. pretty much as you suggested but omitting the recurring option as it doesn’t work the way we need it to.

    BUT… I’ve noticed that when a member signs up for a new membership, they automatically lose their existing membership which means that if a member on Membership A signs up for B before 30th April 2019, they will lose the membership which runs until 30th April 2019 and effectively be locked out until the Membership B starts on 1st May 2019!

    Alternatively, if we don’t prompt them until after Membership A expires… there’s a good chance they will get locked out if/until they DO pay (which is hardly fair as it gives them no chance to pay before their membership expires).

    Losing other memberships when signing up to a new one also causes another serious with our Premium members to whom we’ve we’ve currently assigned Membership A plus an additional Premium Membership (which runs indefinitely and gives them additional access)… yet when they sign up for Membership B, they lose both Membership A AND their Premium Membership!

    Surely this can’t be right? It’s possible to assign multiple memberships in the back-end so why does the front-end assume they want only ONE membership type at a time? (Incidentally, I note that the Memberships page shows other memberships with the option to “Change” rather than “Add” so maybe this is part of the problem, although I’ve also tested sending a user a direct link to the second membership ie. bypassing the Memberships page and the system still removes any existing memberships when they sign up to a new one, so it’s clearly not the whole answer).

    I just cannot believe such a simple requirement is so difficult to achieve.

    Regards
    Nik

    Plugin Support Imran – WPMU DEV Support

    (@wpmudev-support9)

    8 years ago

    Hello @nikbond

    Hope all is well!

    To allow to members to signup for more than one membership please enable the Multiple Memberships add-on, from Membership 2 > Add-ons

    Let us know if you have any further questions!

    Kind regards,
    Nastia

    Thread Starter Nik

    (@nikbond)

    8 years ago

    Thank you so much @nastia! I was confused because it seemed I could add multiple memberships in the back-end even without that option enabled(!) but enabling it makes things work as expected in the front end too.

    I am becoming increasingly hopeful I can actually make this work for my client but will continue testing. Fingers crossed 😉

    Warm regards
    Nik

    Thread Starter Nik

    (@nikbond)

    8 years ago

    @nastia

    Oh dear… I just knew there would be another issue.

    It seems that once multiple memberships are activated, there is no option to create an invoice when Admin manually signs someone up to a second membership 🙁

    OK so it’s still possible to sign them up and THEN create an invoice separately (but that involves entering dates, price etc. to manually create an invoice for each and every member) which is just not practical in the circumstances.

    Any thoughts?
    Nik

    Plugin Support Laura – WPMU DEV Support

    (@wpmudev-support8)

    8 years ago

    Hey @nikbond,

    Hope you’re well.

    I am afraid it looks like no easy way to achieve that with multiple memberships add-on for the current version of Membership 2. I can understand how this can be frustrating but you need custom coding to achieve that.

    Cheers,
    Oguz

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