The Change plan feature lets you switch a member to a different membership plan directly from their profile. This is a three-step process that lets you choose the new plan, configure the transition, and confirm the change.
How to change a member's plan
Click Contacts in the left-hand menu and select Members.
Find the member and click their card to open the quick panel, then click Full profile.
On the member's profile, click the membership tile (for example, Rolling Monthly (Active)) to open the Manage Membership panel.
Click Change plan.
Step 1, Choose plan: the panel shows the member's current plan highlighted at the top. Browse or search the available plans and select the one you want to move the member to, then click Next.
When to use Change plan vs Cancel and re-add
Use Change plan when a member wants to switch to a different plan and you want to keep their membership history intact. This is the cleanest approach for upgrades and downgrades.
Cancelling the current plan and adding a new one achieves a similar outcome but creates a break in the membership record and may affect payment collection. Use this approach only if Change plan does not give you the result you need.
š” Helpful tip: The Change plan panel shows the member's current plan and pricing at the top so you can compare it with the new plan before confirming the switch.