Aug 04, 2023
The upgrade membership option allows you to change a contact's membership type, or simply update level if the membership type is configured for levels.
- On the member's Profile tab, click the Actions button in the Memberships section.
- Click Upgrade Membership. The Edit Membership screen will be displayed.
The Edit Membership screen. - Details:
- Type: Select the new membership type.
- Level: If this membership includes levels, select the level to which the member is upgrading. See Setup Membership Type Levels for further information on levels.
- Chapter: If this membership is assigned to a Chapter, select the desired chapter.
- Frequency: Select the frequency at which this membership will be billed.
- Staff: Optional, select the staff member handling this upgrade.
- Notes: any internal notes about this upgrade.
- Recurring Fee Items/Recurring Once Per Term Fee Items/One Time Fee Items: The fee items associated with the new membership will automatically be populated. You may update or remove these as needed.
- Invoice Options: The invoice options (Print, Email; Billing Contact/Address/Email; Invoice Terms; etc.) will automatically populate based on this member's history. You may update as needed.
- Expiration Date: This will populate based on the membership type settings. If Enforce Date Rules on Fixed Renewal Month Memberships is enabled (Setup > Membership > Membership settings) you will not be able to change this date as it is driven by the membership term and renewal option.
- Click Done to apply the upgrade.
A note indicating that the membership was upgraded will automatically be logged on the Communication tab.
The following changes will occur when you upgrade a membership:
- An end date will be added to the scheduled billing tied to the old membership
- A new scheduled billing with the correct start dates (and no end date) is created.
|
Did you know... The Membership Change Report may be used to view and analyze all membership changes. |