The membership replacement is useful when you need to replace a membership for another. The replacement feature must be enabled when creating a new membership or by editing one. Once enable, you will be able to replace a membership for another in the client account.
To enable replacement, go in the Memberships tab:
Click on + New memberships or edit the desired membership.
In the Replacement section, check whether you Enable or Enable with restrictions.
If you Enable with restrictions, you can use the Operations drop drown menu to Select all memberships, Deselect all or Select all those with a cost greater or equal to > $ 0.
Don't forget to Save your changes.
NOTE: You must, for each desired membership, activate the replacement. When replacing, membership offered will be based on criteria selected from membership.
To learn how to do a membership replacement, click here.