Member Management Team: Difference between revisions

From Pumping Station One
Chow (talk | contribs)
Chow (talk | contribs)
Line 17: Line 17:


== Cancellation ==
== Cancellation ==
* PayPal subscription canceled by member
** RT ticket is automatically generated with a subject of the form: <PayPal profile name> canceled automatic payments to you
** From the Customer email field in the RT ticket, look up the member profile: https://members.pumpingstationone.org/mm/people/
** From the Profile ID field in the RT ticket, look up the PayPal subscription: PayPal -> Activity -> Profile ID (search by Email Address is the default search option, use the dropdown to set it to Profile ID)
** Compare the Membership start date from the member profile with the most recent PayPal transaction.  Usually the day of the month should match, but sometimes the member is credited a few extra days when the onboarding process doesn't happen in a timely manner.  If the member profile day is no greater than a week after the PayPal transaction day of the month, then use the member profile day.  Otherwise use the PayPal transaction day.
** The membership is valid until the end of the current subscription month (calculated as one month after the last PayPal transaction date, and possibly a few days after that as determined in the previous step).
** Modify the RT ticket Subject field (Basics tab of the RT ticket) and append " - MM/DD>" where MM/DD is the membership end date.  Change the Status field to "deathrow" and click Save Changes.
* Member requests cancellation by email
* Suspended account more than 2 weeks overdue
* Process aging Treasury:deathrow RT tickets
**


[[Category:Admin]]
[[Category:Admin]]
[[Category:Board Procedures]]
[[Category:Board Procedures]]