 Alright, we'll take a look at some of your billing configuration settings and just kind of go over how you currently handle that process for members who don't pay their dues or maybe who want to reinstate after the fact. Or change their, sometimes they want to change their status from one year to two year student to one year. Alright, yeah, we can take a look at some of those settings. If they're going to directly correlate with how they work in event registration, I may have to defer that to our event registration individual. I'll take a look and see if I can find a relatively easy solution. If it is a little bit more involved, then I will have to get back to you, but we'll see what we can see. Okay, so first things first. How would you currently handle members who don't pay or no longer want to be a member? What is your current preferred process? I think Don was dropping them. Just manually? Probably yes. Okay. How would you prefer to handle them? Well, I don't want them to be dropped right away because sometimes they forget to pay like give them a month grace period. And then they should get a message. Can they get a message saying if you don't respond by this date, you're going to be dropped from the system? We can, there's a couple of different things that we might be able to do. When you send out emails, we might be able to add the days until drop. Oh, that would be good. Also depending on the type of emails that go out, this could also be an automated thing. So if you have automated emails enabled, you could also designate a particular email stating, okay, you're only going to get one more email and consider this your final notice before you will ever have access to the system. Yeah, that'd be good. So a couple of different things you might be able to do here. The past, let me see what you have enabled here first. Okay, so you already have the emails enabled. So either one or you can do both. So you already have the drop days enabled as well. Okay. Those should be showing up in the emails. You can also add another email to this option. So where you create your email verbiage, this will be after, okay. So currently 45 days after membership, this is going to be. I have to change that because that's a dime. Okay, so where did you get that? Because I'm going to have to go ahead and check all of those. There's a couple of places where you can go to find this. So when you log in as an admin, you can go either to the configuration menu or you can go into membership billing. In membership billing, it's going to be invoice receipt verbiage config. And then if you click on configuration, it's also going to be called invoice receipt verbiage. So it's going to be called the same thing. Take it to the same spot. Okay, got it. So you can add an extra email within that section. Just saying, you know, this is your final notification. If you're not paid within this timeframe, then your membership will be dropped. Okay, one of the things I know I had pointed out, let's see here. You have allow dropped unpaid members to self reinstate, but you drop members to a past member. Correct. Currently, the members won't, when they're dropped to a past member, they are not being changed to a dropped status. So they're technically still active, whereas this setting is changing them to a dropped status instead of an active status. So this is changing their member plan to a past member. This is keeping their membership plan. So these won't technically work together. Okay, so we have to make a decision one or the other. Yeah, so there's different things that you can do. Let me go up here. There is a different setting. So many different things to look at. Okay. That's why it takes a long time to learn how to use this effectively. Yep. Okay, so restrict members with past due invoices. So you do have this enabled already. What this will do is if a member is still active in the system, they haven't been dropped. Nothing is currently happening with their record. They just haven't paid yet, and they're currently past due. The system will prompt them with a screen. Hey, I know you're trying to log in, but you have an invoice you need to pay. So they will have a link to click on in order for them to access the system. So nothing will happen with their record. They will just be required to pay before anything further happens. So this is similar to what this functionality does. The difference is this will change them to a dropped status. So you could probably disable this option. Because I have the other option because you do have the other option. Okay, and then I have a question. Sure. When so, there's a join and a renew. This confuses a lot of people. If they are dropped or if they are past members, do they join a renew? They would technically be able to reinstate. So there is a link. That's not one of the options on the website though. It's join or renew. Let me see. Where would they normally go to do this? www.katesel.org. Join, if you hit the join button, then you have here. So we wrote this because this is what we think happens. Okay. So you might be able to just tweak the text here. So former members, if your membership has, oh my goodness. If your membership has lapsed, you're not considered a member. And you can just say, you know, click here to rejoin. And then there's actually a link that we can provide. I'm going to end up with lots of tabs open. Just make sure it's, yes. Okay, so this is turned on for you. Under 2.7 in system links. So that's going to be in your configuration menu on the right hand side, all the way down at the bottom. Okay, hold on. Hold on. You're going to fast configuration. And then 2.7. Yep. So in your system. So that will be pasted in there. Yep. So you can go into your content manager and I can, I can actually do this right now. So copy and then I'm going into your content manager for your. Because this is, there's a lot of people because what happens is they, they push the wrong button and they don't know where to go and then they can't log in because it says you can't go this way or you can't do it this way. Okay. Okay. If your membership has lapsed, you're not considered a member and you and click here. So you're not considered a member. Click here to rejoin. Yeah. And just let me know if you want it formatted differently here like that. Take the, I think the, yeah, yeah. So my question is this is for members who have dropped, right? Or are past members? Yeah. So this would be for if you decide to drop them as past member, which is what they're currently doing, or if you want to do as a prospect. So you can keep them as a past member this way. Okay. So this, this should be clear, I think. Okay. Good. Do you need a different color or anything? Uh, is what color was it before? I don't want to change the colors that she has in there. We have somebody else working on the website. So I don't want to change the color coding that she has. Let's see what she has. Oh, it looks good. Yeah. All right. So then that should be fine. Uh, they will see a different thing when they click now. Um, so they, okay. Well, good that you're checking. Yeah. Okay. So they will need to fill in the email that they signed up for. And when they do, they will then be able to get instructions on how to, uh, then fill in their information. Um, when they get the instructions, it will then have them kind of, it will have them go through the, uh, sign up process, but it will basically have them review their information and use the same, um, profile that they had before. Okay. Or they can fix it up. Okay. Thank you for doing that. Yep. That was another question. So now we're back to, um, the configuration billing. Okay. So, um, so we can keep them as past members and I think we can just take that one off there. Yeah. Um, when they are dropped to a past member, do you want to credit off old invoices? What does that mean? Um, that means they wouldn't owe at the point that they have dropped. Correct. Yeah. So they don't have to pay anymore and it won't show that they owe money. Correct. It's annoying to me because it looks like they owe money and then I try to fix it and I can't. I mean, it's hard to, it's hard. If there's a lot of menus you have to go through and sometimes it works and sometimes it doesn't. Sometimes it adds, keeps adding more invoices to their account. Yeah. And then actually using that link that we just added, uh, because they're going through that, uh, rejoining kind of process, uh, they should also get a new invoice once they complete it. Oh, good. Okay. All right. So up until that point, they should have to pay to access the system. So let's take a look, looked like this was causing some problems, um, with some of the members that you had, um, pointed out, um, right now, a couple of other things open. Okay. So it looks like members join throughout the years. Is that correct? Correct. Okay. They all have different due dates. Okay. So right now, if they pay at any point after the effective date, um, they will be bumped forward. Um, do you, is that something that you? That's what's happening, but I think I wanted to be back to the original date. Okay. So what this will do if it gets disabled, um, if someone joined today, no, let's, let's bump it back to the first. So if someone joined on December 1st of 2018 and it would, their term would end on December 1st of 2019, um, but that's okay. However, if they have paid late and they paid today, currently their new term is December 3rd to December 3rd. So if we disable that, no matter what point they pay, they will be December 1st to December 1st. Um, I think this will, if we disable that, it will allow for your due dates to have a little bit more control. So, let's see. So we have given them 30 days because otherwise 30 day grace period to pay. Yeah. So right now, um, if they have a, if they have a 30 day grace period, um, and they come in at 29 days, their invoice just gets bumped forward. Um, so I think if your configuration settings might make it a little bit more confusing, um, I think disabling this one might just end up making it a little bit more finite. Like, okay, let's try it and if it's trying, if I don't like it, I'll change it back. Okay. Not a problem. Okay. So currently invoices are due 30 days after the effective date. Invoices are due. What does that mean? That means they don't have to pay for 30 days. Correct. So if they're due on December 1st, um, then they wouldn't have to pay until, until December 30th. Right. And, and that's because I, I don't want them. What was happening before is that it ended the right, the same day and people, like they missed by one day and they couldn't renew. Mm hmm. So I wanted to give them that grace period. Okay. Which is similar to our guest memberships or trial memberships as well. Okay. So then that 30 day, um, date will be good. Um, something you may want to look at is going to be the auto drop days. Now I don't believe you have auto drop enabled. So I think you're still, you're dropping everyone manually, which is fine. Um, it's pretty easy process anyway. But, uh, the auto drop days also determines your manual drop a days. So right now, I think I'd like to make it as less manual as possible. Okay. Um, I forget. Yeah. Uh, it is easier to have the system do it for you, um, do as much as possible for you. So once we get this set, um, I can send a note to a programmer and see if we can get that enabled for you. You'll just want to do a, uh, check a couple of things first. I just want to check and see if anyone who is possibly going to be dropped or, um, anyone who may be credited, you're okay with just beforehand because it'll end up running tonight and then dropping. Okay. Um, so for the auto drop days, currently this is set to a hundred. So what this means is, so if an invoice was due December 1st, they have until December 30th to pay, and we're going to give them an extra 100 days of being passed due before we drop them. Yeah, that sounds good. I mean, they're gone for a hundred days. They're probably not coming back. Okay. So that means the system won't drop them until, right, like, uh, March or April. Yeah. That's fine. Okay. I'm going to submit what we have so far. Okay. Uh, the plan change at renewal, uh, the plan change at renewal will show up for members, um, when they go to pay for their invoice, see if I can log in as someone for this. Well, why don't you pick one of the people I was having a problem with? Um, who was one of them? Um, let me look at the ticket. Here we go. That was about the meeting. Hold on. See this one. Hold on. Yeah, this one. You, you hon, uh, you want his number? No, let's see. I don't have, so I have this one. I'll put it in the chat box. He changed from a student to a, see, this is the thing is that for this conference we just passed had somebody was doing this at a very high expense, was registering people and she, I had to manually go in there and do all the changes because she didn't log on to the system at all. Hmm. So it was like a lot of, so he is, he changed from a student. Originally he was a student. It looks like he's okay here. Yeah. So, so he's one of them. You manually changed. I tried. Yeah, I guess I did. Okay. Try this one then. There's one more. And I ended up sending her an invoice by mistake. I think everyone shows up in the correct. Yeah, I don't know how I sent an invoice, but she already paid. Can you look to see if she owes money? Cause she, she's paid up. I sent it to two people. I sent invoices to that. See, it shows that she owes money. And she changed to a student status. So sure, Bill would only be $25. And I, this is making me crazy. And I think I sent her invoices. I did tell another person that's terrible. Okay. So how do you fix that? This here, the invoice was created as a two year plan. And then after the invoice was created, her plan was then changed to a student plan. So if you see here, the plan changed since the invoice was posted. So that's what's happening is I'm trying to change their plan, but the invoice was already there. Correct plan in that annoying. Well, there is, it's an older configuration or feature. I don't know if it exists anymore. So I'll have to check. But we used to have something that for instances like this, you could decide, okay, which plan do you want to show on the invoice? So how do I fix this right now? Right now, you would have to void the invoice and then create another one. And then pay market paid? Cause sometimes I have trouble doing that for her. So void the invoice and then make a new invoice. But they don't have to pay because they paid it on site at the conference. That would depend on how the settings are done with the event with this. There was no event for this or conference. Sorry, there was an event, but the people who came on site, there was a separate person registering them. And she did not put anything into the system. So they paid, they got registered, but they weren't paid into the system because I didn't get the information until last week. So I was going through and manually saying, okay, this person's a member, this person's a member, this person's a member. But this happens a lot when they change their plans that I can't market paid. Sometimes I can get in there and market paid. Sometimes I cannot. What's your norm? Well, okay, let's fix her invoice first. And I'll see how you're doing that. I'm going to take notes as you do that. Okay. So this is the one that is the problem that was created first. Okay. And should it, it should line up with this, correct? Right. So we've already disabled that. We're going to avoid it. Okay. And we're going to say changed program. Whoops. You want to say change program or plan change? Yeah. Plan change is fine. And then we will create a renewal invoice record now. Okay. Create a few of the transaction is now it says the right plan. Yep. That's because she was already changed into that plan. Okay. So now we need to pay that because she paid it. Okay. So we can enter a payment. Enter payment. Sometimes this works and sometimes it doesn't. And then here I put down a conference 2019. But no, you have to change the date. Oh, back. Yep. And what date was that received? I know the conference was three to six, but the papers were labeled October 14. So that's what I'm putting October 14. Okay. I don't know exactly what they should pay. This is another problem. It won't happen again because we're not using that person anymore. Too complicated. Way too complicated. And then manually I have to put all these like hundreds of names in. Okay. Good. So that worked. Yep. So when a member does this specifically in the billing system. So they're, they go in and they decide, okay, well, I'm going to pay my dues, but I don't want to be this in the future. Be in this plan in the future. They will have a drop down in order to change their plan. When they do that, it will update and do that automatically for you. And so they'll be in the correct one moving forward. The manual process, because she was manually switched into a different plan, and then she paid an event because of that. The invoice would have to be voided like we did. And then the payment manually entered. Okay. Now, if, if she was already in the student plan and, and I need to make one note here. They go back and forth, you know, they're students and then they're no longer students and they have to go back to the regular plan. So yeah. So they change from one year to two year or two year to one year. So there's one thing I'm going to check on for you, but there are settings for events where members can pay for their dues within the event itself. And yeah, yeah, when that happens, the invoice will be credited off automatically. However, the one thing I need to check on regarding this is if a member can change their plan and also pay their dues. So that dynamic, I'm not too sure how that would work. Okay. So I haven't seen how that would, how that would be set up within an event. So that I would have to check. Okay. Perfect. And then dues override, I believe was one of them as well. Yes. One of the things you need to talk about explain. Yeah. Let's see who has that. I think I can do that in here. Okay. So these are the individuals who currently have dues override enabled. What does that mean? What this means is let's take a look. These are all probably people I did this to because I didn't know I do what I was doing. So as an example, membership plan for two years is $130. If a dues override is enabled, I can tell this person that I don't, it doesn't matter what plan you're in. Your old way is going to be billed for $95. No matter, no matter what. No, no, no. So I mean, in this case, it was still $130. But if they were $25 and they changed back to $130, that would be, it will still be, yeah, it will still be $25. So let's take that off. Yeah, so the instant, something to be aware of with these individuals before the box here can be unchecked, you will want to delete the amount, the amount. Otherwise it is stuck in there. Okay. And then all of a sudden someone's getting billed for like $75 and it's like, wait, why? Okay, so I will do that and that report will be in my report files, correct? Yes. So you just made, okay, I'll go through and do that. Perfect. But you don't need to sit and do that. All right. Yep. So that is in there. And then if you would like, once that is, those are all taken care of, I can disable this feature. Yes. So it's no longer turned on. Okay. So I'll do that today and then tomorrow you can disable it. Okay. Not that many people. So yeah, there's not too many here. Okay. Nothing else is standing out in the moment. I can check general. Then I have one minor question for you. So I have this email that I'm forwarding to my my general email for katesaul at katesaul.org. And I have no idea if I wanted to go into that account because I'm going to be setting up. I want to, we got a vote to set up a zoom webinar room. And I want to be able to use that address for the zoom webinar room because it's for the katesaul organization. And I don't know how to get in there to see like I can't go into that email. I just get it in my Gmail box. You should be. Originally it was another company, but then we set it up with you. And I don't know. Okay. Have to receive that email. I have to actually get into that box. Okay. You can go to a webmail. All right. Webmail. Yeah. And if you need me to like actually you had do have a reset password down here at the bottom. Okay. But if you need me to reset or do anything like that, just let me know. Okay. So it's katesaul.org slash webmail. That's good to know. Okay. All right. Cause and how many email addresses do we get for with no cost? Um, I believe it is 20 20. That's good to know. Oh, let me. Okay. I'm just checking to see if anything stands out for like that might be a weird setup. I want to go back up to that address so to make sure it's going to the right. Okay. The address because we're I'm getting forwarded mail once a month and I want to see what this address is for. Oh, it's just for the organization. Yeah, that's correct. Okay. We have to leave that. Yes. Okay. And then same. Okay. Um, everything else seems good on my end. Nothing else is standing out. Um, like there's going to be an issue. Um, I can take a look at getting auto drop enabled. Yeah. And we're working on trying to get the banner changed. Um, I'm working with Brendan on that. Okay. But, um, he doesn't like the files that we have and I don't I haven't. He wants an EPS and I have an EPS, but it's a black and white EPS because the guy who made it for us said the color comes in with the Pantone. So it's always black and white. And then the person who's using it puts the color in. And I guess they use the, you use Pantone or something. I don't know. You use the number hash the number sign with the number for the color. I got you. So I don't know. I don't know what to do about that because that's what the printer sent me as what we would have to use. Okay. Um, see, I don't know if you can help with this at all, but I will send him a note and see if he has any suggestions. Um, it's not something I know how to work on, but right, I can see if there's. Yeah. So I understand what the problem is. Is that printers don't put the color in because the color changes depending on what your media is. So if it's a print material, you might be using Pantone color. If it's a web, you might be using the hash tag with the numbers that color. That's why they don't put color in it. Okay. Yeah. And that's understandable. Um, yeah. So I'll just, I'll touch base with Brendan's if he had any other suggestions. Okay. Um, either Brendan or Colleen. Now I'm wondering. Okay. Think what I think she sent the images to Colleen, but then Brendan answered confused, but that's the problem is that we don't actually have that in color. Okay. All right. Um, so we can work with, um, the changes that we currently have going on. Yeah. And then we'll, um, that was very helpful and I'll, I'll do the, uh, the overrides tonight before tomorrow morning. So tomorrow morning, you can delete that button. Okay. That sounds good. Um, also I could show you where to review the dropped options. So if you go into the billing menu under mass drop, that mass drop members. So these will be a list of members who are more than a hundred days past. Okay. So they'll be all dropped. They will be dropped to a past member and also they will be credited. Credited for what? So they won't owe anything anymore. Oh, okay. Right. Right. Right. We'll have to rejoin as a new member. Correct. There's a lot of people. I wonder if I should email. Oh, that's like a lot of work. Is there any way to email them one last time saying we're deleting you from the files? If you don't join rejoin today. Um, oh wait, there's one guy in there. You paid. Robinson. I saw his name. Robinson. Robinson. Go back to because he paid. We had issue with him. I hear Richard Robinson. Yeah. He's go into his account because he paid 99. Let me look at the email. I don't know why he that has something to do with an invoice problem and that's why he got, he got an invoice the other day and he's like really upset because we had been over this and I said, sorry, I have my mistake. I'm sure we've been over. Yes. Okay. Richard Robison. Here it is. He got a receipt. Looks like he got a past due email on 1129. Right. And he was very upset about it, but he had paid. Okay. So he doesn't owe any money. Okay. Um, when was the payment received? I just submitted my membership renewal online was taken to the screen with this message error. Your order has been received. Please explain. I was emailed to guess a receipt. So I guess I was what were the errors and then I said to him, I went in and approved it. But apparently I did it wrong. He received an error. Yeah, he received this error. It says errors. Your order has been received. Thank you for your business 253. Would you be able to send me a copy of that? Yeah, yeah, yeah. Okay. But we cannot delete him. Okay. Uh, so if you want to do a skim of kind of see if there's anyone else that stands out that has paid your email is not showing up in here. It's Jessica at. Uh, you could just send it on the ticket. Uh, the one that we, I'd rather forward it if I could because I'm right here now. So I don't forget because now I have a lot of things to do. Jessica at v consulting. Okay. Jessica, I don't know why it's not showing up because I just, it all sends with the service email. Oh, v, vf consulting.com. Okay. I'm just going to send it to you. So I'm glad I noticed that name going by. Yeah, so yeah, if you could scan and see if there's anyone else that stands out. It's where we grab them. Yeah, it seems like it almost didn't process and authorize. So. He said he got a receipt and everything. Let me go into authorize and see if Richard Robus and let me just look in a second. I'll be able to look because this is the kind of thing that makes me crazy. I wish these two systems work more smoothly together. Transaction search settled successfully. So he paid. Okay. I'll see why it didn't end up in here. So. Speed up communication thing between the two. So I'll take a look at that and can you just get rid of that charge for him so he doesn't get another invoice because. Oh, he won't. Yeah, he won't get another invoice, but. And he doesn't know any money. Yeah, so we'll need a payment. We'll have to be entered for the voice. Okay. No, we won't want to avoid. We'll want to enter payment. Okay, enter payment. Okay, got it. Okay. Yep. And so then moving forward when invoices are created, you won't end up with those gaps because we turned that off. Okay. Good. Okay, so I think everything else looks pretty good. We can see how those adjustments work. Some of them you may not see right away. Like, okay, like these gaps and stuff like that. I shouldn't have to be manually entering in masses of people anymore. So. Yeah, that will be helpful. Yeah. And then after we review some of those names, we'll take a look at the auto drop and then I'll check on that event set up to as far as being able to change their plan. Okay, sounds good. Okay, well, then when this is done converting, I will get that uploaded for you and if you have any other questions, just let me know. Thank you, Jessica. You're very helpful. Not a problem. You have a good day. You too. Bye bye. Bye.