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  • Override the "One membership at a time" situation
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Author Topic: Override the "One membership at a time" situation  (Read 515 times)

finchiefin

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Override the "One membership at a time" situation
December 05, 2014, 02:20:45 am
Hey guys!  ;)

In a bit of a bind, I have a client who has 15 weeks long classes that are say, every monday or every wednesday.

They work fine both back end and font end sign ups, including dedupe/hook for other needs are there too.

the issue is (and it has come up for me before) is that if a person signs up for "membership A - 15 weeks - Mondays" then they are a paid member of that membership and go to their class every monday night for 15 weeks. now lets say the person wants to ALSO do the 15 week wednesday class too? If they sign up for the wednesday class they are moved FROM membership A to the new one.

Current dedupe config is;

Birth/name (Unsupervised)
Birth/name (Supervised)
Name and Email
Email
Name and Address

now to clarify why they are set like this, the classes are for kids, so the parents will be signing them up so the email, address etc CAN be the same so the best unsupervised rule to use is birthday and first/last name. There is also no login situation for the customers as we speak.

Im wondering where to find the code that i can manipulate to basically tell civi "look civi, i need people to be in more than one membership at a time ok, can ya do that for me?" :)

Code wise, i can manipulate it no problem if i knew where to go without it having a domino effect on the rest of my setup.

Guys, thanks in advance for your help, i really appreciate it


joanne

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Re: Override the "One membership at a time" situation
December 05, 2014, 05:05:57 am
I suppose you have good reasons for using memberships rather than events for these classes.

If do you want to run these repeating events as memberships and you only have 2-5 different classes, possibly the easiest solution  is to create the appropriate number of "organisations"  XYZ Monday , XZY Wednesday etc where XYZ is the organisation name.  You would then set up a membership type for each "organisation"

That way the kids can have as many "memberships" as they need, and there is no customization to worry about when you want to upgrade.

If you have more than 5 different classes to cater for this could be a bit tedious as you may need one "organisation" per membership.

Some Civi Admins get uptight about creating the extra "organisations", but the people signing up for the classes won't even know they exist.

finchiefin

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Re: Override the "One membership at a time" situation
December 08, 2014, 02:29:34 am
Thanks for your reply Joanne,

Yes they have 60 after school classes that are run over a 15 week period, we used memberships as making these events every week would be extremely time consuming. We used memberships with the start date set as the first of the 15 classes and the end being just after the last class.

Although a perfect solution to a smaller set of memberships, for this however i dont think it will suit.

Thank you for your help tho, i appreciate it.  ;D

joanne

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Re: Override the "One membership at a time" situation
December 08, 2014, 03:44:32 am
Perhaps I mislead you with my answer.  Quite possibly you wouldn't need to create 60 "organisations", as there may be combinations of classes that are not possible, but without knowing the class schedules it is hard to be specific.

For example:
  • If the classes run in one time slot, 3-5pm on Mon-Fri, then you only need 5 "organisations" as the kids can only do one thing each night.
    XYZ Monday would be the membership organisation for all the Monday classes, XYZ Tuesday would be the membership organisation for all the Tuesday classes etc.
  • If the classes run in two time slots, 3-4pm and 4-5pm Mon-Fri then you  need 10 "organisations" as the kids could do at most 2 classes per night
    XYZ Monday 3pm would be the membership organisation for all the Monday classes that ran 3-4pm, XYZ Monday 4pm would be the membership organisation for all the Monday classes that ran 4-5pm etc.

Alternatively you might run classes at different levels.  For example, if you offer Japanese at beginner, intermediate and advanced level on Tuesdays and on Fridays then XYZ Japanese would the  membership organisation for 6 of your "memberships".




finchiefin

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Re: Override the "One membership at a time" situation
December 08, 2014, 06:46:32 am
Hi Joanne, thanks again for your reply.

To give you more information here are some membership details (classes)

templeogue class mondays 5-6pm for 7-9yo
templeogue class mondays 6-7pm for 9-11yo
ballinteer class tuesdays 5-6pm 7-9yo
ballinteer class tuesdays 6-7pm 9-11yo

so from what you are suggesting i should create 2 organizations from this list a "Monday classes" organization and a "Tuesday classes" organization.

as far as im aware you can have multiple memberships within the same organization. so that means the user can be in a monday and a wednesday at the same time? because all classes are age specific, the chances of them being in 2 classes in the one day are very very small, if not, impossible. So by that, having day specific organizations should eliminate my problem?

Again thank you so much for this, you have no idea how long i have been trying to sort this issue!  ;D

petednz

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Re: Override the "One membership at a time" situation
December 08, 2014, 11:01:44 am
also keep your eye open for this coming down the tube

https://civicrm.org/blogs/lindseym/recurring-events-recurring-everything-coming-soon
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

joanne

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Re: Override the "One membership at a time" situation
December 08, 2014, 03:46:37 pm
Yes, it sounds like day specific organisations will provide a solution, but if I were you I would try it out on a test site for a few "memberships" before setting up on the live site.

Also note that the "only one active membership per organisation" is enforced through the online sign up pages, but an admin can override that through the backend, so you should be able to handle the very very few cases of two "memberships" per day with offline registrations by backoffice staff.

finchiefin

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Re: Override the "One membership at a time" situation
December 09, 2014, 02:40:34 am
Joanne thank you so much for your input on this topic, i really appreciate it. Iv set up a local test site so ill test it on that first.

@Petednz, it appears its a needed function! cheers for the link!! good to know its on the way.

Thanks again! i will test over the next day or two and post an update on the results :)

Finchie

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