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.

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