How to Change a Member’s Membership Product Within a Membership Level

In this article:

Please see steps below:

Navigate to Membership Module
Navigate to the member’s profile, or search for the member using their Member Number.
Click the three dots next to the member account and select Change Product.
Select the New Product from the drop-down option and click continue.
A pop-up will display the member’s details, allowing you to make changes as needed. Under Member Expiry Date, select the option to update the expiry date, then enter the new expiry date if needed. Hit save once done.
At checkout, the amount will reflect the difference between the previous and new membership products, including any applicable fees. If no payment is required, click the Pen icon and change the amount to 0. Then, hit set total.
Select the appropriate Payment Method. If no payment is required and the amount is 0, select Cash. Click Next, then approve the member to complete the process.

These changes will be recorded in the member’s Notes, and a new Membership Card will be generated to reflect the changes.

Learn how to move a member between membership products within the same membership level.