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Assign a New Membership
Assign a New Membership

Change a Member's Plan and Payment Settings

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: System users assign a different plan to a member.

  • Use Cases: Upgrade or downgrade a membership plan and configure payment settings.

PREREQUISITES


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Go to the side menu and click MEMBERS > SEARCH.

  3. Locate a member.

  4. Click the pencil icon to edit the profile page.

On the profile page, click the Membership tab and then click the Change/Pre-Purchase Membership button.

In the popup window, select a membership type option.

Select a payment frequency, set the start date, and then click Assign Membership. If the player chooses a Monthly payment plan, set the Membership Start Date and the Next Payment Date.

If the system user needs to create a prorated membership for the first month until the Next Payment Date, then click the Create Billing Cycle between START DATE and NEXT PAYMENT DATE box.

What’s next?

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