Tracking Annual Fees and Sending Reminder emails

[ryazand]

Hello everyone,

Newbie here! I'm trying to create a base that can track all the annual membership payments and also send them an automatic email 2 weeks before the renewal date (based on the MEMBERSHIP JOINING DATE) is due, plus two more reminder emails with intervals of 2 weeks. 

I only have 1 table to work as I can't figure out how to implement it if I create another table within the base. 

So the VIEW that I have is Annual membership fees. In that view, I have the
MEMBER'S NAME
MEMBERSHIP JOINING DATE
2023
2024

I really want to have a current year renewal date based on the Member's membership joining date (column) but I don't know the formula.

Then use that as the basis trigger for my renewal notice email for the members. Plus two more follow-up emails.

Until they have the PAID mark on the current year. 

I hope I make sense. Thanks in advance for your help. 

[TheTimeSavingCo]

I'd recommend having two tables, one for members and one for their membership status:

This would let you create formula fields to calculate when they need to renew by, and thus also calculate when to send the reminders out per year.  You'd then create a formula field to help you figure out whether you still needed to send out the reminder based on whether they've already paid for next year, and another formula field to help you set whether to send the email

For example, the formula field would check whether the 'Paid' checkbox is ticked and whether today's date matched the value in 'First reminder sent on', and you'd have an automation trigger off of that fiel

Link to base