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Home > Sales > Staff Procedures > Membership > Membership: Change Type
Membership: Change Type
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  1. Find Account
  2. Hover over “Offerings” > Click “Membership” 
  3. Click “Add” on the new membership type 
  4. 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.
  5. Follow regular process for Sell Membership

 

Notes:

  • Upon finalizing the transaction, the old membership is cancelled effective one day prior to the begin date of the new membership
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