Your members are able to upgrade and downgrade memberships themselves. However, you can also change customers monthly membership plans on their behalf.
Go to your customer's membership tab and locate the membership that the customer wishes to upgrade or downgrade from.
On the detail page for this membership click either the upgrade or downgrade button, depending on the action the customer wishes to make:
An upgrade will start immediately after completing the form unless you change the start date.
Note. The system will calculate any first payment owed in this case.
For downgrades, they start at the end of the billing cycle unless the start date is changed.
Important - there are no prorated calculations on first payments, so if you change the start date of the downgrade you should also review the first payment total and adjust accordingly.
You will also have the option to add an expiry date to the upgraded membership if you wish.
You will also see options to apply a discount code, and view the total of recurring membership payments, as well as any prorated first payment.
Note. You are able to override both the Prorate Price and Monthly Price.
As previously mentioned, a membership upgrade starts on the day of purchase i.e. the date you perform the upgrade, unless the start date is changed manually.
If an upgrade is performed mid way through a customers billing cycle, then that customer is likely to be entitled to credit towards their first payment.
Using the example in the screenshot above, the customer pays £90 each month for the original membership, and the billing cycle runs from 16th-15th each month.
- The upgrade is actioned on 20th of the month, and first payment = £100.
- The customer has overpaid for their previous membership by 26 days.
- The total this equates to will be credited and taken off the first payment of the membership upgrade = £78.69.
- £100 (first payment) - £78.39 (credit) = £21.61 first payment total.
Lastly, you will need to choose a payment option.
If the customer has an existing card or Direct Debit, you will be able to use that for the new membership.
You can defer adding a payment, if you do not know the customers card details. This will prompt the customer to add a payment method from their TeamUp account
You can add a new payment method the customer would like to use for this upgraded/downgraded membership:
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