Members on a tiered Offer can move to another tier or billing plan themselves from Change Plan, and the difference is charged or credited straight away. Which link to send someone depends on whether they're on the Offer right now.
How members change their plan
- Click their profile picture at the top right, then Billing.
- Click Change Plan under the Offer.
- Pick a tier and a billing plan. The Update Summary shows what they'll pay, and they can add a promo code.
- Click Update.
What happens when a member changes plan
- Upgrades are charged straight away. The unused part of their current plan is credited against the new price, so they only pay the difference.
- Downgrades leave a credit. The unused part of what they paid is saved as credit on their account and goes toward their next payments.
- Access changes straight away. They leave the old tier's Group and join the new tier's Group.
- Their billing date stays the same, unless they switch between billing periods, such as monthly to yearly. Then the new billing period starts that day.
- A cancellation is undone. If they had cancelled and then change plan, they stay subscribed.
- Free trials follow the new tier. If it has a free trial, they're charged when their trial ends. If it doesn't, the trial ends and they pay now.
Change Plan only shows when the Offer has more than one tier or price and isn't pay what you want. It moves members between recurring prices only, so it can't put someone on an installment plan or a one-time price.
Which link to send
- Someone on the Offer now: point them to Change Plan. Don't send your Sign Up Link, because it shows them "You're already a member of these groups!" instead of a checkout. You can also post a $join card for the new tier's Group: for someone already on the Offer, clicking Join opens a tier change. This needs the Group's Visibility set to Profile or Badge, because members can't join a Hidden Group. The page it opens has its own link, containing /upgrade/, which you can copy and send.
- Someone on your free tier, or who has never bought the Offer: send the Sign Up Link. They choose a paid tier and check out. Free members also see your upgrade prompt when they open something only paid tiers can access.
- Someone whose subscription or purchase has ended: send the Sign Up Link. It takes them to checkout like anyone new.
- A one-time product: send that product's own Sign Up Link. Holding a different Offer doesn't get in the way, because the link only checks whether they already have that product.
Frequently Asked Questions
Can members switch to a different Offer from Change Plan? No. Change Plan only lists the tiers and billing plans of the Offer they're on. Moving to a different Offer is a separate purchase from that Offer's Sign Up Link.
Can I offer a cheaper tier when someone cancels? Yes. Your cancellation flow can offer them a different tier instead of cancelling.
Why don't members see Billing in their menu? It only appears once they've bought something in your community.