---
title: Upgrade or Downgrade a Client's Membership
description: In this article, learn how to upgrade or downgrade a client's membership
---

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# Upgrade or Downgrade a Client's Membership

## In this article, learn how to upgrade or downgrade a client's membership

APPLIES TO: Admins

Last updated: November 18, 2025

As an Admin, you are able to upgrade or downgrade a client's membership from their Client Profile page. 

**Note:** If you are a client trying to upgrade or downgrade your membership, you *cannot* upgrade/downgradeyour own membership. You will need to contact the business to proceed with any membership changes. 

#### Upgrade or Downgrade a Client's Membership

- Log in to your account and hover over the navigation bar on the left, click **Contacts**
- Under the **Clients** tab, search for the client you need to cancel their membership and click on their name to navigate to their specific Client Profile Page
- You should see their Membership card underneath their name and email.
- Click the **three dot menu** inside the membership card on the top right.
- Select **Upgrade/Downgrade** from the drop down menu

![](https://dbathubhelp.upperhand.com/hs-fs/hubfs/DBAT%20Select%20UpDwn%203%20Dot%20Menu-png.png?width=688&height=372&name=DBAT%20Select%20UpDwn%203%20Dot%20Menu-png.png)

- The **Upgrade/Downgrade modal** will populate and ask you to select a new membership for the client to be enrolled in once their current membership expires at the end of their billing cycle.

![](https://dbathubhelp.upperhand.com/hs-fs/hubfs/DBAT%20UpDwn%20Default%20Modal-png.png?width=688&height=372&name=DBAT%20UpDwn%20Default%20Modal-png.png)

- Type to search or scroll through the list of memberships and **select your desired upgraded or downgraded membership**

![](https://dbathubhelp.upperhand.com/hs-fs/hubfs/DBAT%20UpDwn%20Modal%20Ready%20to%20Confirm-png.png?width=688&height=372&name=DBAT%20UpDwn%20Modal%20Ready%20to%20Confirm-png.png)

- Once you've made your new membership selection for the client you can click **Submit**
- You should receive a "Membership Change Confirmed" message once you submit your upgrade/downgrade selections
- **Click the drop down arrow on the existing membership card** to see the pending membership upgrade/downgrade along with the name of the membership selected
- Once the billing cycle is complete and the existing membership subscription expires, the client will automatically be charged for the new (upgraded/downgraded) membership

![](https://dbathubhelp.upperhand.com/hs-fs/hubfs/DBAT%20Pending%20Change%20Notification-png.png?width=688&height=372&name=DBAT%20Pending%20Change%20Notification-png.png)

#### Cancel a pending upgrade or downgrade

- Log in to your account and hover over the navigation bar on the left, click **Contacts**
- Under the **Clients** tab, search for the client you need to cancel their membership and click on their name to navigate to their specific Client Profile Page
- You should see their Membership card underneath their name and email.
- Click the **three dot menu** inside the membership card on the top right.

![](https://dbathubhelp.upperhand.com/hs-fs/hubfs/DBAT%20Select%20Cancel%20Pending-png.png?width=688&height=372&name=DBAT%20Select%20Cancel%20Pending-png.png)

- Select **Cancel Pending Change** from the drop down menu

![](https://dbathubhelp.upperhand.com/hs-fs/hubfs/UpDwn%20Cancel%20Modal-png.png?width=688&height=371&name=UpDwn%20Cancel%20Modal-png.png)

- The Cancel Membership Change modal will populate with the details of the upgrade/downgrade previously selected
- **Click Yes** to cancel the Upgrade/Downgrade

![](https://dbathubhelp.upperhand.com/hs-fs/hubfs/DBAT%20UpDwn%20Cancelled-png.png?width=688&height=372&name=DBAT%20UpDwn%20Cancelled-png.png)

- **Click the drop down arrow on the existing membership card** to see the pending membership upgrade/downgrade is now removed

#### Things to note:

- Once an upgrade or downgrade is set the client will be automatically charged on the next billing date with their default card on file
- If the client's existing membership is a "one time" membership or a free membership you will not be able to upgrade/downgrade. You will need to cancel the membership and enroll them in a new membership via POS

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