Mid-term Upgrade for a Membership

You can sell an upgrade to a membership during the membership, but prior to the renewal window. In order to be eligible for an upgrades, the membership must be changing from one level to a higher level, such as from Individual to Family, or from a shorter term to a longer term. You cannot upgrade a membership from one membership program to another.

When you upgrade a membership, the membership retains the expiration date which is the furthest out from the current date. If that date is not correct, you can manually adjust it.

Only memberships that are paid in full are eligible to be upgraded. This includes memberships purchased with a single payment or memberships with installment plans which have been paid off completely.

When you upgrade a membership, the price of the membership is used to determine the balance the member owes to purchase the upgrade. If an annual, dues-based membership was purchased for $50 and the next level is $75, the member can pay the $25 difference for the upgrade.

If the same membership could also be purchased with six $10 installments and the installments were paid in full, the upgrade would cost the member $15 instead.

Membership installment plans cannot be used to pay for upgrades. The only payment option available for an upgrade is "Pay in full."

If a membership is eligible to be upgraded, an Upgrade now button appears for the membership on the constituent's Memberships tab and on the constituent membership page. The only level and term options available are ones that change the membership to a higher level with same or longer term or to a longer term at the same level.

When a membership is upgraded, any add-ons restricted to one per membership are not available if one is already associated with the membership. Add-ons that weren't previously purchased or ones that can be purchased more than once per membership are available. Any benefits associated with the upgraded level are included in the upgrade transaction unless they are manually removed.