Upgrade Club to Club & Within the Club

About The Feature

‘Upgrade’ feature allows you to upgrade an existing membership of a client to a membership of a higher value. Now with centralization you can upgrade a membership to another membership at the same center or to a membership at any other center.

Steps to Upgrade an Existing Membership

  • Open the clients profile page and click on the ‘Upgrade’ option marked in red color on top
  • A new page opens –scroll down

 

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  • The upgrade date will be automatically be captured as todays date, however you have an option to change it
  • The list of the current products of the member will be displayed
  • Click the select button in red next to the membership which you need to upgrade
  • What's new is now you can select the center to which you can upgrade the product or package
  • Click on product/package/campaign from the drop down box next to the field of ‘Upgrade Product To’
  • The moment you select the center and upgrade product to , all the relevant products /packages available in that center will be reflected in a list below
  • Select the Product/Package/Campaign to which you wish to upgrade to and click on ‘Submit’
  • It will show you the amount for the upgraded membership
  • Enter any discount that you need to provide to the client on upgrade
  • Scroll down to ‘Create Bill’ and add any additional payments or upgrade fees if required and click on ‘Submit’
  • The total amount is displayed
  • Scroll below to the ‘Payment’ section and add the ‘Amount’ and ‘Payment Mode’
  • Click on ‘Save’
  • A new page opens with the detailed table of the payment
  • Click on ‘Submit’
  • The membership will be upgraded
  • The membership status will show as Upgraded against the membership details of the member