Upgrading / Downgrading Membership

🔁 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.

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⚙️ 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.

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⏰ 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.

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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.

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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.

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⬇️ 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.

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🔄 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.

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✅ 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.