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. 

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

• 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.

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

• 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

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.

• Select Cancel Pending Change from the drop down menu

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

• 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