Replace Membership (Membership Type Change)
Find Member > Offerings > Membership > Add
- Find member.
- Hover over Offerings > Click Membership.
- Click Add on the new membership type.
- Choose start date of new membership.
- Choose Replace Immediately for membership upgrades. The member will owe a prorated amount in the cart to pay for today through the first draft on the new membership.
- Choose Replace Effective… for membership downgrades. Set start date as the member’s next draft date — they have already paid for the current billing cycle on their old membership. Nothing will be owed in the cart today.
- Follow the regular process for selling a membership.
- Upon finalizing the transaction, the old membership is cancelled effective one day prior to the begin date of the new membership.