--- title: View and Manage Client Memberships description: client memberships --- [Skip to content](https://support.hapana.com/kb/article/655#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) # View and Manage Client Memberships ## Overview Managing memberships in CORE lets you keep client billing accurate, review their payment history, and make changes when needed. While you can’t directly “upgrade” or “downgrade” memberships, you can cancel the current one and start fresh with the new terms. This article walks you through how to view, edit, and change a membership inside a client’s profile.   🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/fca18f30d1f7412aac1966e79b472702) Or preview it below:   --- ## Prerequisites Before you begin: - Make sure the client already has an active **Membership** - You need permission to access **Client Files** and process **New Sales** - Have the new membership ready to sell if you’re upgrading or downgrading --- ## Step-by-step instructions ### Step 1: View the client’s current membership 1. Click **Clients** in the top navigation 2. Search and select the client (e.g. *Joel*) 3. Go to the **Memberships** tab in their profile 4. Click the **eye icon (👁️)** next to the membership to view details You’ll now see: - **Payment status** - Option to **edit payment info** - **Payment history** - Ability to **change payment method** - General membership settings ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442209465_c62478a9_image-20250520153954-1-1.png?width=2048&height=1273&name=1759442209465_c62478a9_image-20250520153954-1-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442211051_1622cb4f_image-20250520154235-7-1.png?width=2048&height=1273&name=1759442211051_1622cb4f_image-20250520154235-7-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442212580_8951e102_image-20250520154256-8-1.png?width=2048&height=1273&name=1759442212580_8951e102_image-20250520154256-8-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442214432_6698778f_image-20250520154328-9-1.png?width=2048&height=1273&name=1759442214432_6698778f_image-20250520154328-9-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442216110_6440f84c_image-20250520154407-11-1.png?width=2048&height=1273&name=1759442216110_6440f84c_image-20250520154407-11-1.png) --- ### Step 2: Cancel a membership (for upgrade/downgrade) CORE does not currently support automatic upgrades or downgrades. To switch a client to a new membership: 1. Click the **edit (✏️) icon** next to their current membership 2. Select **Cancel Membership** 3. Confirm the cancellation > Tip: Be sure to note the client’s new preferences (e.g. fewer classes per week or a higher tier package). ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442217946_67dc7a9f_image-20250520154429-12-1.png?width=2048&height=1273&name=1759442217946_67dc7a9f_image-20250520154429-12-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442219794_731bedae_image-20250520154450-13-1.png?width=2048&height=1273&name=1759442219794_731bedae_image-20250520154450-13-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442221739_9dc2288d_image-20250520154514-14-1.png?width=2048&height=1273&name=1759442221739_9dc2288d_image-20250520154514-14-1.png) --- ### Step 3: Sell the new membership 1. Go to **Payments \> New Sale** 2. Select the new membership from your product list 3. Add it to the cart 4. Assign the client 5. Complete the **checkout process** > ✅ Once complete, the new membership will appear in the client’s profile and will follow its own billing cycle and rules. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442223697_699dd940_image-20250520154606-15-1.png?width=2048&height=1273&name=1759442223697_699dd940_image-20250520154606-15-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442225690_887beaeb_image-20250520154646-16-1.png?width=2048&height=1273&name=1759442225690_887beaeb_image-20250520154646-16-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442227615_270281b4_image-20250520154655-17-1.png?width=2048&height=1273&name=1759442227615_270281b4_image-20250520154655-17-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442228973_baca9935_image-20250520155102-18-1.png?width=2048&height=1273&name=1759442228973_baca9935_image-20250520155102-18-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442230629_b404cd8d_image-20250520155119-19-1.png?width=2048&height=1273&name=1759442230629_b404cd8d_image-20250520155119-19-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442232164_8152119f_image-20250520155136-20-1.png?width=2048&height=1273&name=1759442232164_8152119f_image-20250520155136-20-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442233825_5fc0d312_image-20250520155318-21-1.png?width=2048&height=1273&name=1759442233825_5fc0d312_image-20250520155318-21-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442235499_0994e8f5_image-20250520155335-22-1.png?width=2048&height=1273&name=1759442235499_0994e8f5_image-20250520155335-22-1.png) --- ## Expected Outcome You can cancel a client’s current membership and issue a new one that reflects their updated needs, whether that’s more, fewer, or different types of classes. --- ## FAQs **Q: Can I transfer the balance from one membership to another?** A: No — each membership is treated independently. Any credits or billing from the old one won’t carry over. **Q: Can I pause instead of canceling?** A: Yes — use the **pause feature** if the client wants to keep their membership but temporarily stop usage and billing. **Q: Is there a log of past memberships?** A: Yes — previous memberships appear in the **Memberships tab** under the client’s file for reference. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com)   - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana