CiviCRM Community Forums (archive)

Hello,

I would like to ask your help and advice on implementing the following membership structure:

Case A

Golf membership (monthly)
- 1 lesson/week   = 30Euros/month
- 2 lessons/week = 40Euros/month
- 4 lessons/week = 50Euros/month

I have added the options as prise sets but I'm facing the following problems for which I cannot see a solution:

• When renewing membeships you cannot re-select the option i.e. change from 1 lesson/week to 2 lessons/week. You can change membership type but not options (sub-category in this case).
• Administrators cannot tell which option the member has paid for from the contact's record.
• Reports for members as well as contributions do not indicate which price sets are selected and there is no filter for price sets.

For #1, the solution I can see is the addition of different membership types per option i.e. Golf 1, Golf 2, Golf 4.
This of course will quickly become 'unattractive' as the same options will have to exist for 6 different departments (i.e. yoga 1, yoga 2, yoga 3, swimming 1, swimming 2, swimming 3 etc).

For #2, I do not see a solution. The membership tabs displays the membership type and dates and the contributions tab the contribution type such as "member dues".

For #3, I cannot find a way for administrators to see for example the amount of money they received for Golf memberships with 2 lessons/week. Or, how many members are currently on 1 lesson/week, how many on 2 lessons/week etc.

Case B

Golf family membership (monthly)
2 members:
- 1 lesson/week   = 50Euros/month
- 2 lessons/week = 70Euros/month
3 members:
- 1 lesson/week   = 80Euros/month
- 2 lessons/week = 100Euros/month

I know family memberships are supported but I haven't even attempted to do this yet. I thought it'd be best to sort out Case A first. I'm adding it here just in case it will affect the overall structure or you can point me to the right direction.

Thanks in advance

Okay, let me see if I can break this down for you.

Each of those are membership options within a specific membership type.  My suggestion is to simply change your approach. Make each membership option be a type. That will solve the issue of changing the membership type as they need to change.

The second issue with family is simple as well.  That is a use case of membership relationships. Individuals can sign-up on behalf of a household and all those are a member of the household inherit (if you chose that option when establishing your membership types) the membership.

If that doesn't help, maybe we can do a small example for you using Citrix GoTo to better understand this methodology.

Okay after reviewing some of my notes and looking over this exact scenario a bit more based on what I have done I can tell you for sure the following is a must:

Each membership option is really a type, I would treat and have treated them as such.  For example I have 5 different levels of organizational membership but all are really "options" based on size (in your use case # of lessons). The price sets can be used for discounting based on date, which is the goal of mcowen's request.

I know it may be bit of overkill in the setup to do it this way but the system allows for much greater flexibility including the renewal options.  Thus you will be able to see which "membership" an individual or household has based on the membership types you set up.  At time of renewal they can then merely select the new membership type desired as there is a corresponding price set option that applies to that membership type.

Hope that helps to scope out your projects a bit more.

Thank you very much NASACT.

I am also using v4.1.1.

I have concluded that your proposed method is currently the best possible option.
Each option will have to be set up as a membership type. When renewing, the type can be changed to any other type i.e. in my case, from Golf 1 (lesson) to Golf 2 (lessons) etc.
Membership types are supported very well in current reports i.e. find all contributions for a specific type or all members of a specific type etc.
This will also show administrators the membership type on the Membership tab of the contact records.

This is not very attractive as the membership type selection list will offer (in my case) around 15 different types but it's the best way to handle this scenario at the moment.

Membership price sets can be used but there are currently two problems in doing so:

• There's no way of changing the original selection (price set option) when renewing from the administration end. Users can, however, change their membership option when renewing via a contribution page. In my case this is not a solution because the renewal process is handled by admins.
• Available reports and general membership display via contact records are not ready for this yet.

Thanks a lot for your help. It's greatly appreciated.

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