Upgrade or downgrade a membership

Move a member to a different membership or pricing plan, or shift their renewal date, now or on a date you choose.

Move a member to a higher or lower membership, switch them from monthly to annual billing, or move their renewal date, without cancelling and re-selling. (About 2 minutes. The member needs an active membership.)

When to use it

Upgrade a member to a higher-tier membership, or downgrade them to a lower one.
Switch a member between pricing plans of the same membership, for example Monthly to Annual.
Move the date a member renews, while they keep the same membership and price.

Change a membership

Go to Users, open the member's profile, and click the Membership tab.
Under Current Membership, check the membership name, its Start Date and its Renewal Date.
Click Change Membership. The Update Membership panel opens.
Choose what to change:
- Change membership — swap to a different membership and pick a new price. Choose the New product, then its Pricing plan.
- Change pricing plan — keep the same membership and switch the price. Choose the Pricing plan.
- Change billing anchor — keep the membership and price, and shift the renewal date.
Under When to apply, choose:
- End of cycle — the change happens on the member's next renewal date, which shows next to the option. This is the default.
- Custom date — the change happens on the date you pick.
- Now — the change happens right away.
(Optional, for Custom date and Now) Check Reset billing cycle to a date, so the next billing period starts on that date. It is unchecked by default. It is checked for you when the billing interval changes, for example from monthly to annual.
Check the Order summary and the Booking pass impact.
The email checkbox is checked by default. Uncheck it if you don't want the member to get an email about the change.
Click Update now, or Schedule update for a change on a later date.

The Update Membership panel with Change pricing plan selected and End of cycle under When to apply

How billing works when you change a membership

The price difference uses the plans' list prices. When both plans have the same list price, there is no charge.
With Now, the prorated difference is charged right away. It comes from the member's club credit first, if the membership uses club credit, then from the card on file.
If that payment fails, the change stays and the membership is marked past due.
If the new plan costs less, the difference goes to the member's club credit.
The initiation fee is not charged again.
A promo code on the membership stays for future renewals.
The rule set changes with the membership. With Now, the new rule set applies immediately. With End of cycle or Custom date, it applies when the change takes effect.

Review or cancel a scheduled change

A scheduled change shows on the member's Current Membership card: "Scheduled to change plan on … The current plan applies until then."

To see every scheduled change at your club, go to Memberships → Scheduled Changes. Click Cancel change to remove a change before it takes effect.

A scheduled change stays in place if you freeze and then resume the membership.

If something goes wrong

You don't see Change Membership — the button shows only for an active membership. A frozen membership, or one with a cancellation you scheduled, doesn't show it. Resume the membership, or remove the cancellation with Restore renewal, first.
"Product swap isn't available" — your club has no other membership to move to. Create one in Memberships → Catalog, or use Change pricing plan.
Change billing anchor isn't offered — fixed-term plans don't renew, so they have no renewal date to move.
You want to give a second membership — a customer can hold one active membership. Assign Membership refuses a second one with "Cancel it before assigning another." Use Change Membership instead.