How To: Change a member's plan

How To: Change a member's plan

  • Navigate to the Members tab
  • Select the member in question from the list
  • Click the 'change plan' link under the “Actions” button of Roger's “Plans”' tab and follow the prompts.
  1. Select the new plan 
  2. Select the effective date
    1. Immediately
    2. On Term Renewal (future-date to start of next contract)
    3. Start of Current Term (back-date to start of current contract)
    4. Next Payment Date (for monthly paying members)
  3. Click REVIEW 

You’ll see we did the math for you, however you can adjust the amount owed or to be refunded as needed. It will charge or refund the member’s card on file. When everything looks correct, click CONFIRM to process the change. Your member will receive an email notification confirming the plan has been changed.

Need help or have questions? Email Support@vision-hq.com

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