In this tutorial, we will go through the process of manually upgrading or downgrading a membership plan for your member.

Three primary steps to this process.

• The first would be creating a new parent order for the new membership plan.
• You will create a new subscription and link it to the parent order.
• Once you receive the payment for the new order, you will then need to cancel the user’s existing membership plan.

Step-by-step instructions

Objective

To manually upgrade or downgrade a membership plan for a member in Agend AMS.

Key Steps

1. Create a New Parent Order:
   
   • Navigate to the WordPress dashboard.
   • Hover over e-commerce and click on orders.
   • Click on add order to create a new parent order.
   • Search for the user under the customer field.
   • Select the user and add the new membership plan.
   • Adjust the price difference for the upgrade.
   • Recalculate for tax updates.
   • Add a note for manual price changes.
   • Create the parent order and note the order number.
2. Manually Create a New Subscription Plan:
   
   • Look for the same user under the new subscription page.
   • Select the new parent order.
   • Add the upgraded membership plan without changing the price.
   • Adjust the payment schedule for the renewal period.
   • Add any necessary notes and update the subscription.
3. Payment and Activation:
   
   • Have the user make the payment for the parent order.
   • Mark the parent order as completed once payment is received.
   • Verify the new subscription plan is active in the CRM profile.
4. Cancel Old Membership Plan:
   
   • In the user’s CRM profile, locate the old membership plan.
   • Mark the old plan as cancelled and add a note for reference.
   • Update the changes and verify the new membership plan is active.

Cautionary Notes

• Ensure accurate price adjustments are made during the upgrade/downgrade process.
• Double-check all changes before finalising to avoid errors in the CRM system.
• Communicate any manual adjustments made to team members for transparency.

Tips for Efficiency

• Keep track of parent order numbers for reference and linking to subscriptions.
• Regularly update CRM profiles to reflect the most current membership status.
• Use clear and concise notes for easy tracking of changes made during the process.

By following these steps, you can effectively upgrade or downgrade membership plans for users in the CRM system. If you have any questions or need assistance, please reach out to support@agend.com.au. Thank you for watching!