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Core - Upgrade/Downgrade Member plan
Core - Upgrade/Downgrade Member plan

Upgrading or Downgrading a members plan can be done in a few steps.

Updated over a week ago

Currently to upgrade or downgrade a members plan you will need to cancel the existing plan and then add a new plan. The below steps will walk you through the best process to accomplish that.

Steps for upgrading or downgrading a plan:

Step 1: Adding a New Plan

First, you will need to add a new plan for the member's upcoming use. To do this, you will need to first start by adding the new plan. To charge the member a prorated amount for an upgrade type in the "setup fee" for the prorated amount of the upgrade and set the start bill date to the member's next scheduled bill date.

Step 2: Activating the Plan

Once the billing info has been added, you will need to activate the plan today. To do this, select the "activate plan today" toggle and then choose add plan to save.

Step 3: Finalizing the Change

The final step is to cancel the old plan. To do this, you will need to cancel the plan immediately and toggle off to notify the member. When all steps have been completed, you have successfully swapped out the member's plan.


Upgrading or downgrading a plan is a simple process and can be completed with a few simple steps in the user account page. The above instructions will guide you through the process of switching plans.

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