Downgrade a Membership

1. On the member's Profile tab, click the  icon in the Memberships section.

   

2. Click Downgrade Membership. The Edit Membership screen will be displayed.

   

3. Configure the following as needed:

   • Type - Select the membership type to which the member is downgrading.
   • Change Date - Enter the date this membership should be recorded as having been downgraded. Note: all changes happen immediately regardless of the date. Tip!: Usually this is today's date. Why? All changes occur immediately; changes cannot be future-dated. That said, the Change date allows you to indicate a specific date for record-keeping purposes. For example, if the change should occur at the beginning of next month, you could enter that date so it shows when viewing the downgrade history. However, the change will actually happen today.
   • Staff - Optional, select the staff member handling this downgrade.
   • Next Bill Date - If needed update the next bill date.
   • Fees - The fee items associated with the new membership type will automatically be populated. You may update these as needed.
   • Invoice Options - The invoice options will automatically be populated based on this members history. You may update as needed.

4. Click Done.

A note indicating that the membership was downgraded will automatically be logged on the Communication tab.