How to increase pricing of a membership on a clients account

Modified on Wed, 23 Aug 2023 at 02:27 PM

Prices go up. It is a fact of running a business that over time, you will have to increase your pricing and this includes the prices for memberships already existing on client accounts. 

While editing the price of a membership in your set-up will change the pricing for that membership being sold in the future, it will not update the pricing for current membership holders. To have clients pay a price increase, you will need to cancel their current membership and resell them the new membership at the higher price. 

Step by Step: 
  • Pull a membership report, and export a CSV file to work from
  • go to the clients account
  • double check which card is on the auto-pay if they have more than one card on file
  • Cancel their current membership "at end of current billing cycle"
  • Make note of their original bill date. 
Resell them the membership:
  • Click on the Cart icon from their client profile. 
  • click membership
  • select the membership they are moving to
  • click on the recurring price
  • Click "Skip" when the request to sign the waiver pops up
  • Click "Select start date" 
  • select their original billing date for the next month. 

Once the membership is in their cart:
  • Click "Process order" for $0 (this will put their future bill on their account)
  • Select a card to enroll in the auto-pay (this will allow the new membership to be billed automatically every month
  • return to the client profile
  • scroll down to the bottom of their page to Signatures
  • click the "request a signature" button 
  • select the membership agreement you want them to sign
  • this will send them a notification through the app to sign the agreement before they can register for their next class. 

Things to Note
On the day you resell the membership, the client WILL get a $0 receipt when you process the new membership. 

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