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Manually change or upgrade a membership

Use this when you need to move an existing member to a different membership plan during their current membership period.

Written by Lisa Shaw

Change the membership

  1. Search for the member and open their current membership.

  2. Select Actions > Edit Membership.

  3. Set the custom end date, i.e. the date of change.

  4. Edit the renewal membership plan to the new plan, i.e. the plan they are moving to.

  5. Save.

  6. Then choose Actions > Renew Membership.

  7. Edit the new membership as is required to correct it.

  8. Save the membership.

If the member is paying by instalments

  1. Go into Actions > Remove Future Payments.

  2. Edit the cost of the membership to the amount collected on this membership to lock down the current membership.

  3. And then do everything from point 1 above

  4. Edit the payment to set the amount to the balance due and set dates if they need amending.

  5. For a 12 month membership then go to Actions > Unpack Payment Plan to create 12 instalments based upon the cost set.

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