Upgrade a Membership

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.

1. On the member's Profile tab, click the Actions button in the Memberships section.
2. Click Upgrade Membership. The Edit Membership screen will be displayed.

   

3. 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.
4. 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.
5. 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.
6. 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.
7. 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.