REPLACE MEMBERSHIP
- 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 regular process for Sell Membership
- Upon finalizing the transaction, the old membership is cancelled effective one day prior to the begin date of the new membership.