How do I change a member's membership type?
The system does not allow you to simply switch the Membership Type
for a profile, as each transaction is recorded individually to
maintain the history for auditing purposes. Instead you can expire the
old membership and re-register the member for the new membership,
through the public page, or by importing a membership record for the
By expiring their old membership and changing the End Date to the
past, these members are no longer 'Active' members in the system. You
will then need to re-register them for the new Membership Type.
To expire an active membership:
- Click Membership to view the Main Menu of this service.
- From the Administration section, choose Members.
Search for a member order profile.
- Click Profile beside the member's name.
- Click Change beside the Membership to be archived.
- Change the Membership Status to Archive.
- Enter the Membership End Date by clicking the calendar icon.
- Click Save Membership.
Tip: Refresh your page
to see the update.
To re-register the member for the new membership, you can do one of the following:
If you wish to charge the member for the full cost of the
new membership, you can simply have the member re-register using
your public member
registration form paying any fees by credit card, or by cheque
if your form allows this payment method.
Note: The existing member should use the same email
address and password to retrieve & register to their existing
member profile. Otherwise, if they register with a different email
address and create a new password, they will be creating a new
member profile in your database.
If full or partial payment has already been received, you
can import a record for the
new membership indicating the full or partial amount collected
to date, along with the email address, first and last name as
displayed in the member's
Note: When importing a record for an existing
member's profile without their password, the system will display the
following error message: "Profiles not imported due to
duplicate email addresses". As a next step, click Fix
Profile, confirm that the name and email address are
identical, and click Save & Next before
completing the import.
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