Memberships can be downgraded or upgraded from one template to another without canceling the previous membership. This can be done by editing the client's membership in their profile. In this article, we will walk through the steps to upgrade or downgrade a client's membership.
Things to know:
- This feature is controlled by a hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact our Support Team at support@mytime.com.
- Upgrading or downgrading memberships is only applicable to memberships with an indefinite contract term and a monthly billing cycle for both local and global memberships.
- When a membership is upgraded or downgraded, the new benefits and price take effect on the subsequent charge date, so the current membership remains active until the next billing date.
- Upgrading or downgrading a membership will not affect new member or existing member counts in reports, nor will it count as a cancellation.
- If a change is pending, the ability to upgrade and downgrade a membership will not be displayed on a client's profile.
- When a custom charge date is applied to a current membership and that membership is upgraded or downgraded, the custom charge date will apply to the new membership. For example, if a client purchased a Volume Membership on 01/12/23 and set a custom charge date of 04/15/23, and then decided to upgrade to an Elite Membership on 04/06/23, the next charge date for the Elite Membership will be 04/15/23.
- When a membership is upgraded or downgraded from one template to another, the credit buckets can be consolidated if the credits apply to the same items. This merge will be reflected in the membership credit audit trail as "#[number] Service and Product Credits Merged" in the "Applicable For" column.
- For accounts with the family member feature enabled, upgrading or downgrading between memberships designated for individual family members and memberships covering all family members will not be allowed. An error message will be displayed stating: "It is not possible to upgrade or downgrade between all family members and individual family member memberships." The same restriction will apply to pet businesses, such as upgrading or downgrading from all pet memberships to individual pet memberships.
- When you upgrade or downgrade a membership that does not include rollover credits, all credits from the old membership will expire, and new credits will be created under the new membership. However, if the membership upgraded or downgraded includes rollover credits, the existing credits will remain active for their original validity period, and new credits will be added. Additionally, if an upgrade, downgrade, or scheduled update occurs and the original credit bucket is no longer available, a refund will be issued for any applicable credits.
Once the hidden setting is enabled, to upgrade or downgrade an existing client's membership:
- Navigate to the Client tab
- Locate the desired client
- On the client's profile, scroll down to the Memberships section
- Expand the arrow on the right next to the membership status
- Select the "Edit Membership" button
- Click "Change" next to the membership's name at the top of the "Edit Membership" modal
- Select the new membership from the list (this list will only include indefinite memberships)
- Save
- A confirmation message will appear with the changes made and the start date for the new membership
- Click Close
- Save the "Edit Membership" modal to be redirected to the client's profile
The membership upgrade/downgrade can be canceled before it takes effect, as long as it is done before the next charge date. Simply click the "Cancel" link next to "Changing to: "New Membership" to cancel the change.
For more information contact us at support@mytime.com.