Membership Billing Schedules and Renewal Cycles (Reference)

Article Details

Summary

This article explains how memberships renew automatically in Gingr. It covers billing schedules, renewal cycles, payments, and the messages customers and staff get.

Renew Memberships

Memberships renew automatically based on the renewal cycle and billing schedule you set up. You do not need to start renewals.

Weekly Memberships

  • Renew on the same day each week (for example, every Monday), or every 7 days from the date of sale.The weekly renewal options for a membership.

Monthly Memberships

  • Renew on the 1st or 15th of the month, or on the same date of sale each month.The monthly renewal options for a membership.The date of sale option for a monthly membership.
  • If you buy a membership on the 31st and the next month is shorter, the renewal happens on the previous available day. For example, it renews on the 30th.

Annual Memberships

  • Renew on January 1st, April 1st, July 1st, or October 1st, as you set up.The annual renewal date options for a membership.
  • Or renew on the same date of sale each year.The date of sale option for an annual membership.
  • For memberships bought on February 29th, renewal defaults to February 28th in non-leap years.

Billing Schedule

Configuration Options

You can set billing schedules to match your needs:

  1. Day of Week: For weekly renewals, choose a day (for example, Monday).
  2. Day of Month: For monthly renewals, choose the 1st or 15th.
  3. Day of Year: For annual renewals, choose January 1st, April 1st, July 1st, or October 1st.
  4. Date of Sale: Renewals happen on the same day as the first purchase for weekly, monthly, or annual cycles.

Pro-Rated First Payment

Important: A banner can show when you enroll a pet parent outside the renewal cycle (weekly, monthly, or annual). This depends on the membership's settings. A yellow banner shows how many benefits are available at the time of purchase. Another banner blocks the purchase if no benefits are available in the billing cycle.

When someone buys a membership outside the normal billing schedule:

  • The first payment is pro-rated to fit the schedule.
  • Later renewals follow the standard cycle.

Payment Process

Successful Payments

  • Payments process at 12am on the renewal date.
  • The system creates a closed invoice and adds benefits to the owner's account.
  • The pet parent gets a Membership Receipt Email.

Failed Payments

  • The system creates an open invoice and tries to collect payment up to five times over 4 more days.
  • If payment is not collected:
    • Benefits are removed from the owner's account.
    • The membership stays active, and the system tries again on the next renewal date.
  • The Membership Failed Payment Email tells pet parents after each failed attempt.

Customer Communications

System Emails

  • Membership Enrollment Email: Sent at enrollment. It includes a link to the Terms & Conditions.
  • Membership Renewal Reminder Email: Sent 7 days before renewal for annual memberships. It is not available for weekly or monthly cycles.
  • Membership Receipt Email: Sent after a successful payment.
  • Membership Failed Payment Email: Sent after each failed payment attempt.

Staff Notifications

  • Failed Payment Notification: Alerts users in groups that have this notification turned on.
  • Final Failed Payment Notification: Alerts users in groups that have this notification turned on. It means the last attempt to collect payment.
  • Tracking Tools: Use the Memberships tab in the owner profile or the Membership Report to track open invoices and payment statuses.

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