Editing & Adjusting Memberships

Upgrading / Downgrading a Membership

You can edit a membership within any student’s contact profile under the
“Contracts / Memberships / Recurring Payments” Section.

There are three options in the “Actions” dropdown menu that pertain to editing a membership.

1. Edit membership details
2. Replace Membership
3. Cancel membership

Please refer to the following guidelines for specific use cases:

1. Editing a Membership Use Cases

1. Correcting a membership error
2. Adjusting the billing date

2. Replace a Membership Use Cases

1. Setting up a Free Trial Rollover Membership (see detailed walkthrough here)
2. Upgrade a membership
3. Downgrading a membership
4. Renewing a private lesson membership

3. Cancel a Membership Use Cases

1. Processing an an actual membership cancellation
2. Deleting a duplicate membership
3. Deleting a no-longer used membership