Change a purchased membership to another membership

This article outlines the steps to take to change a client's current membership to a different available membership directly from the client's Membership Details page.

Steps to Change a Client's Membership:

1. Navigate to the Client's Membership Detail. Locate and open the profile of the client whose membership needs to be changed, and view their current membership and navigate to the detail of the membership.

2. Locate the "Change Membership" Option. On the client's Membership Details page, under "Actions", you should see an option to "Change Membership." Click on this option.

3. View Available Memberships. A list of all the available memberships that the client can be switched to will be displayed. Review the details of each membership to ensure you select the correct one for the client's request.

4. Select the New Membership. Click on the specific membership the client wishes to switch to.

5. Understand the Membership Transition. A confirmation window will appear, detailing how the membership change will be processed:

   • Current Membership Cancellation: The client's current membership will be scheduled for automatic cancellation at the end of its current billing cycle.

   • New Membership Activation: The new membership will be automatically activated at the start of the next billing cycle, ensuring a seamless transition for the client.

   • Example: If a client's current membership is set to renew on April 17th, and you initiate a change on April 8th to the "Four Classes Per Week" membership, the current membership will be canceled on April 17th, and the "Four Classes Per Week" membership will become active on April 17th.

6. Confirm the Change. Once you understand the transition details, click the "Confirm" button to proceed with the membership change.

7. Review the Updated Membership Status. After confirming, the client's Membership Details page will be updated. The previous membership will now likely show a status of "Canceled", along with its "Valid Until" date. The newly selected membership will also be listed.

8. Client Booking with the New Membership (Before Activation): Even while the new membership is in a "Paused" state, the client may still be able to use its associated credits or benefits to book services or classes that are scheduled to occur after the activation date.

   • Example: If the "Four Classes Per Week" membership activates on April 17th, the client can likely book a class taking place on or after April 17th using the credits associated with this new membership, even if they are viewing their account before the 17th.

Optional: Immediately Activating the New Membership

In situations where the client wants to begin using their new membership immediately, you have the option to manually reactivate it:

1. Locate the New, Paused Membership. On the client's Membership Details page, find the newly added membership that has a "Paused" status.

2. Access the "Actions" Menu. Look for an "Actions" button or a dropdown menu associated with this new membership entry. Click on it.

3. Select "Reactivate Membership." From the "Actions" menu, choose the "Reactivate Membership" option.

4. Confirm Immediate Activation. A confirmation prompt will appear, informing you that reactivating the membership will make it active immediately and may trigger an immediate charge to the client's payment method (depending on your studio's billing policies and proration settings). Review this information carefully and click "Confirm" if the client wishes to proceed with immediate activation.

5. Review Updated Status and Potential Billing. Once reactivated, the status of the new membership will change to "Active," and the client can begin using its benefits right away. Be sure to inform the client about any immediate charges that may have been applied.

   • Example: If you click "Reactivate Membership" on April 8th for the "Four Classes Per Week" membership, it will become active immediately. The system may then initiate a charge for this new membership, potentially processed at the end of the current day.