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Switch memberships

Updated over a week ago

The switch memberships feature allows you to easily assign members to new membership tiers. This can be used if you are making changes to your memberships and need to move people around, or for marketing purposes if you want to temporarily give access to higher tiers.

Note: Changing the memberships does NOT change the price, billing terms will remain the same.

How to switch memberships

There are two ways you can switch someone's membership:

1. Bulk switch via the members page

At the top of the members page, you'll see a Switch memberships button. Clicking this will open a bulk edit page. Once on the bulk edit page, select the members that you want to switch.

2. Switching via the member menu

In the member menu ("3 dot menu") you'll see the Switch membership option:

Tagging members

You have the option to tag members that have been switched.

Notes

You can add private notes that include variables:


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Duration

You can set a duration. This will switch the member back to the original membership after a certain period of time. At the end of the duration you can automatically send a message to members, add a note and even remove tags.

Activity page

The activity page includes all switch events and a page filter:

Event:

Filter:

Membership history

The membership history panel includes switch events:

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