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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.
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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
- Click Clients in the top navigation
- Search and select the client (e.g. Joel)
- Go to the Memberships tab in their profile
- 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
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:
- Click the edit (✏️) icon next to their current membership
- Select Cancel Membership
- Confirm the cancellation
Tip: Be sure to note the client’s new preferences (e.g. fewer classes per week or a higher tier package).
Step 3: Sell the new membership
- Go to Payments > New Sale
- Select the new membership from your product list
- Add it to the cart
- Assign the client
- 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.
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 [email protected]
