Upgrading / Downgrading Membership

The Membership Upgrade/Downgrade feature makes it easy to switch members between different plans — whether they’re moving from monthly to annual, upgrading to a higher tier, or switching to a lower one.

🔁 When to Use It

Use this feature to:

  • Move a member from Monthly to Annual billing (or vice versa).

  • Upgrade a member to a higher-tier plan.

  • Schedule a downgrade to a lower-tier plan at their next renewal date.

⚙️ How to Change a Membership

  1. Go to the member’s Profile.

  2. Open the Membership tab.

  3. You’ll see their current membership details — including start date and next renewal date.

  4. Click Change Membership.

  5. Select the new membership type and plan.

  6. Click Continue.

⏰ Choose When to Apply the Change

When upgrading, you’ll see three options for when to apply the new membership:

1. At Next Renewal Date (Recommended)

  • The membership will switch automatically on the next billing date.

  • No charge is processed today.

  • On the renewal date, the new membership plan and price will apply.

✅ This is the most common option for upgrades and plan changes.

2. Effective Now

  • The member’s plan changes immediately.

  • The system automatically calculates a prorated amount based on the unused days from the current plan.

  • The member is charged the difference between the remaining value of their old plan and the price of the new one.

  • Starting from the next billing cycle, they’ll be charged the full amount for the new plan.

3. Custom Date

  • Choose any date in the future to schedule the change.

  • The system calculates the prorated amount as of that date and shows you the expected charge.

  • Click Schedule Update to confirm.

  • The membership will automatically update on that date.

⬇️ Downgrading a Membership

When downgrading (moving to a lower plan):

  • You can only schedule the change for the next renewal date.

  • No refunds or partial adjustments are made for the current billing period.

  • On the renewal date, the new lower-tier membership will automatically take effect.

This policy helps prevent mid-cycle refunds and keeps billing consistent.

🔄 Reviewing or Canceling Scheduled Updates

After scheduling an upgrade or downgrade:

  • You’ll see both the current membership and the upcoming change listed in the member’s profile.

  • If the member changes their mind or you made an error, you can click Cancel Update to revert the change.

✅ That’s it! You can now easily manage membership changes — whether it’s an upgrade, downgrade, or plan switch — without canceling or re-adding members.