Overview

If a client wants to switch to a different membership or package, you’ll need to cancel the current one before adding a new one. This guide walks you through how to cancel a membership or remove a pack, and then add the new one through the sales screen.

 

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Prerequisites

Before you begin:

• You must have admin or billing access to client accounts
• The client must have an active membership or pack to change
• Be ready with the new membership or pack you want to assign

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Step-by-step instructions

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Step 1: Cancel the client’s current membership

1. Go to Clients and search for the member (e.g., Alice Russell)
2. Scroll to the Memberships section
3. Click the eye icon 👁️ next to the active membership
4. Click on Status > Cancel
5. Choose immediately (or a future date if needed)
6. Click Update Status and Confirm Cancellation

✅ Tip: This step removes any scheduled payments or auto-renewal tied to the original membership.

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Step 2: Remove an existing package (if applicable)

1. Back in the client profile, scroll to Packages
2. If the client has an active pack, click the bin icon 🗑️
3. Click I agree and Confirm Cancellation

Note: Unlike memberships, packs are removed directly without a separate status update.

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Step 3: Add the new membership or package

1. Go to Payments > New Sale
2. Select the new membership or package
3. Add it to the cart
4. Add the client
5. Choose a payment method and click Check Out

⚠️ Important: Always cancel or remove the previous pack or membership before assigning a new one to avoid conflicts.

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Expected outcome

The client will now be enrolled in their new membership or package, and their profile will accurately reflect the change, with any outdated services removed.

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FAQs

Q: Can a client have both a membership and a package?

A: Yes, but if they’re switching, it’s best to remove one before adding the new one to keep billing clean.

Q: What if I forget to cancel the old one first?

A: You can still cancel or remove it afterward, but until corrected, the system may show overlapping entitlements.

Q: Can I schedule a membership to start later?

A: Yes — in the New Sale screen, you can set a future start date during checkout.

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Still need help?

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