How to Change to a Different Membership Plan

To change a customer’s membership, just click the change membership button in the membership panel of the desired customer’s record.

After clicking the change membership button, the user will see the membership changes dialog.

The current member(s) will be listed on the right side of the dialog.

To select a new membership, click the “Change Plan” button.

The user will see a membership list, where they can search and select the new plan.

The search and filters in this dialog match the sales module. For more information about how these work, please see the How the Sales Membership Screen Works.

Once a membership from the list has been selected, it will show in a darker purple color and the “Select” button will be enabled.

If the current plan is a multimember plan, and the newly selected plan is an individual plan, the user will see a confirmation dialog, informing them that the additional members will lose their membership once the change is completed. The user will have to click “Yes” to continue. “No” will bring them back to the membership list to pick a different plan.

Once a membership plan has been chosen (and if necessary, the user has confirmed that they would like to move forward with changing from a family plan to an individual plan), they will see the membership dialog, where the user can select the new plan term and start date.

By default, the start date will be today. The end date will be adjusted automatically based on the selected term and start date.

The current member, and any family members if the user is changing from one multimember plan to another multimember plan, will be shown on the right. Family members can be added or removed here. If the new plan is an individual plan, only the current member will show and there will be no add button.

The amount previously paid for the plan that is ending is shown, as well as a prorated refund amount for the ending plan. This amount can be overridden if needed.

The cost of the new plan and the quantity are also shown. These can be overridden if needed.

The difference between the refund amount on the old plan and the cost of the new plan is calculated to the right.

This amount could be an amount due, if the refund is less than the cost of the new plan, or it could be a refund, if the refund on the old plan is more than the cost of the new plan.

If the customer has a balance due after this change, the will be directed to the cart when “Change Plan” is clicked. See How to Check Out for more information.

If it is a refund, the user will be directed to the Return Funds dialog. See How to Complete a Refund for more information.