When a member's needs change, you can move them to a plan that fits better. The new plan updates what they pay and what they can book, including their booking credits and time passes. You can make the change right away, at their next billing cycle, or on a future date.
Changing a Member's Plan
Open the member's profile.
Next to Plan, open the drop-down menu and select Change Plan.
Choose the new plan.
At the bottom of the form, set the Change Date and First Invoice date.
Change Date is when the new plan starts.
First Invoice is when Cobot sends the first invoice for the new plan.
Both dates default to the member's next scheduled invoice date. You can change either one to today or any future date.
Keep both dates on the default to stay on the member's regular billing cycle. The old plan ends and the new plan starts on the next invoice, so there's nothing to adjust. If you choose different dates, Cobot doesn't adjust amounts the member already paid.
For example, if a member paid for all of March and switches plans on March 15, they've still paid for the old plan until the end of March. You can add a credit to even this out.
Click Change Plan. The new plan starts on the Change Date.
IMPORTANT NOTES
Cobot will not automatically compensate for any pro-rated invoicing or double-charged fees if you don't stay on the regular member billing cycle.
Checking the Next Invoice
The invoice preview on the member's profile and in your invoices list shows the plan the member will be on when the invoice is created, including any plan change you've scheduled.
Go to the members profile » Invoicing » Preview next invoice.
Each member has one plan at a time, so the preview always uses the plan that's active on the invoice date, not the plan they're on today.
This matters most for booking credits. The preview shows how the member's bookings are covered by the booking credits of their new plan, so you can confirm the amounts before the invoice goes out.
Adding a Credit for a Plan Change
Cobot will not automatically compensate for any pro-rated invoicing or double-charged fees if you don't stay on the regular member billing cycle, so if you change this, you may wish to issue a credit to be applied on their next invoice (or future date).
Go to the Member's Profile » Charges/Credits » Add Charge/Credit.
Under description, write something like "credit for plan change."
Input a negative amount to provide a credit.
Select the same date as the plan change.
Click Charge/Credit.
Now the credit will appear on the same invoice as the plan change.
Members Changing Their Own Plan
Members can schedule a plan change from the Membership tab in their member portal. When they click Change, they see all of your publicly visible plans.
After they choose a plan and click Change Plan, a confirmation screen shows their current plan, the new plan, and the date the change takes effect.
IMPORTANT NOTES
If the new plan has different Terms & Conditions, the member accepts them before returning to their dashboard.
To remove this option so your members have to contact you to change their plan, go to Customize » Features » Other » Activate 'Members can't change plan'.
Members also see the same invoice preview in their portal, so they can check their next invoice after a plan change. If you've turned on Hide invoices from members in your invoice settings, they won't see it.
Next Step
If your member is leaving, here's how you can cancel their membership.