Core allows a streamlined process to upgrade or downgrade plans through implementing the ability to switch plans from a members profile.
Steps for upgrading or downgrading a plan:
From the Core dashboard, search for the member you are planning to upgrade or downgrade. Then select the three dots next to the plan you're changing and select 'Switch Plan'.
From the menu, choose the new plan for the member and select 'Next'
Select any applicable discounts.
Any current discounts on the member profile will prefill in the selector.
If there's no discount, bypass selecting a discount.
Select the date you want the switch to occur; now or on the next bill date:
Now means the current plan will stop taking effect as soon as the admin confirms the process, and the new plan will take effect immediately. This will also process payment for any prorated charges.
Next bill of the current plan - this means the current plan will stay active until the date it would be charged next, but on that date the plan will be cancelled and the billing for the new plan will take over instead, and become the current plan.
Before saving, you are shown the new recurring amount along with the amount for the next bill (the first bill on the new plan).
Once saved, if you selected 'now' for the start date, the member profile will ONLY show the new plan. If you selected the next bill date, you will see the current plan in a pending cancel status and the new plan in a pending active status.
A confirmation email of the switch is sent to the admin and member in accordance with automatic communications settings.
FAQs:
Discounts will generally be the same expect when it comes to a discount with a set number of occurrences. For example: A discount is set to occur 12 times. After 4 occurrences, a member switches plan and the admin continues with the discount. The discount number of occurrences will rest back to 0. If the current plan has a discount applied to it, that will be considered in the prorated calculation
Plans with set up fees applied will have the set up fee applied in the first month of the switch.
Prorated plan fees of a plan is switched immediately will be calculated and applied to the first bill of the new plan.
If a member is downgrading a plan and the difference with proration is less than or equal to $1, the 'Now' option will be disabled and the downgrade will occur on the next bill date.
More Help
If you would like more information or need further assistance, please use other HELP Articles, just like this one or reach out through PushPress Messenger, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
About PushPress
PushPress is the ultimate gym management software to help streamline your gym business. Thousands of gyms have become more professional thanks to PushPress, and now you can too!