Changing a Member's Membership
2 min read
Updated
6 days ago
You might want to change a membership for a member if, for example:
- A member wants to upgrade to a different membership
- They’d prefer to be billed differently, like switching from monthly to weekly
If you need to switch a member from one membership type to another, the best way is to cancel the current membership and add a new one.
What to Check First
Before cancelling;
- Head to the member’s Account History to see what date they’ve paid up to, this might make a good cancellation point.
- If you’re cancelling during the current billing period, or partway through a future billing period, prorating would apply if enabled, automatically reducing the cancellation charge.
When cancelling in this manner, you can use the “Membership Change” reason to keep this clear in reporting.
When Adding New Membership
- Start it from the day after the cancellation date. This makes sure the member keeps uninterrupted access to the facility
- If they also want to select their payment date, you can set a different **First Payment Date. ** GymMaster will automatically adjust their upfront fee based on this
Why We Recommend Cancelling and Starting Fresh
There are a few solid reasons for cancelling the current membership and creating a new one:
| Reason | Why it matters |
|---|---|
| Payment cycle changes | Billing frequency (weekly, fortnightly, monthly, etc.) is fixed to the membership type. Changing it requires moving the member onto a new membership type |
| Contract clarity | The original agreement is tied to a specific billing cycle. A new cycle requires a new contract, reducing confusion or disputes later |
| Updated terms, waivers, and agreements | Different membership types may have different legal terms or waivers. A new membership ensures the correct documents are signed |
| Clear history | Cancelling and recreating the membership keeps a clean audit trail, making account history, billing, and changes easier to track |
For more information around cancelling a membership, see How to Cancel a Member’s Membership.
Common Questions this Covers
- How do I change a member from one membership type to another
- What happens to billing when switching membership types
- How do I record a reason for a membership change
- What’s the best cancellation date to use when changing memberships
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