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.