Probation to Member Workflow
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Last updated
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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:
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
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
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