Upgrade or Downgrade a Group Membership

Important Notes Before Proceeding

• CAUTION: Upgrading or downgrading a group membership will cancel the existing membership and create a new membership and subscription for the group.
• Members will lose membership benefits until the new membership is paid.
• Any refunds must be handled manually.
• The new membership details will only be reflected once payment is received and the order is marked as complete in the system.

Steps to Upgrade or Downgrade a Group Membership

1. Navigate to your WordPress Admin dashboard.
2. Go to Membership > Group Memberships.
3. Use the search function to find the group you would like to manage.
4. Select the group from the search results.
5. Hover over the group name and click on Change Membership to proceed.

Upgrading a Membership

1. Select the new membership type.
2. If the group is charged per team member, enter the new number of seats.
3. If the new membership is charged per group, simply select the new membership.
4. If the membership upgrade has already been paid for, check the Order status box, stating Mark the subscription order as paid?
5. If the membership is yet to be paid, leave the box unchecked. The system will create a new order and subscription and send the member an email with payment details.
6. Once payment is received, the new membership will be reflected in the system.

Downgrading a Membership

1. Select the new membership type.
2. If the group is charged per team member, enter the new number of seats.
3. If the new membership is charged per group, simply select the new membership.
4. If the membership downgrade has already been paid for, check the Order status box, stating Mark the subscription order as paid?
5. If the membership is yet to be paid, leave the box unchecked. The system will create a new order and subscription and send the member an email with payment details.
6. Once payment is received, the new membership will be reflected in the system.