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  1. Concepts
  2. Memberships

Probation to Member Workflow

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Last updated 1 year ago

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Range Mate is designed to deal with users who start on a fixed-length probationary membership and then once they pass their training or assessment period, move onto a full one. However because most clubs operate a "membership year" method of renewals, this presents a problem in making sure user's subscriptions are aligned to the membership year and everyone renews together.

The basic workflow is:

  1. When the user is approved for training, a new Probationary Membership Subscription gets created that starts "today" and ends in 6 months time by default. You can override this with the "Default Length" option per membership type

  2. Once the user has passed, Range Mate will end their Probation and create a new full membership that ends at the end of the current membership year

  3. At renewal, the user now renews just like everyone else

Here's a visual example:

And another, this time when the probation overlaps two membership years

Remember: your membership year doesn't have to align to a calendar year. All membership subscriptions will align to the membership year you set for the club

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