In respect to upgrading or downgrading from an existing EFT membership to another EFT, On the Customer Screen, Go to Account Changes>Upgrade/Downgrade Memberships
Upgrade/Downgrade Memberships will let you chose from the list of memberships you can upgrade or downgrade the customer's memberships.
Under "Change To" on the top right, the new membership will be selected. Once the new membership type is selected, the Effective Date needs to be selected from the Effective Date drop-down. If the customer is upgrading to a higher-priced membership effective "Today", they will be require to pay a prorate and this amount due will show under Prorated Amount Due Now. For Instance, In case of an Upgrade from Platinum Sun and Spa at $52.00/month to Titanium at $80.95/month, based on the draft date, the prorated amount will be calculated and the customer will be required to pay $13.51 today. If the customer does not desire to pay anything that day, a future draft date would be selected from the drop-down. Once the proper options have been selected, click on CHANGE MEMBERSHIP.
Selecting the proper Effective Date is VERY important, when it comes to Downgrading a membership or if switching from UV to sunless or vice versa, as if TODAY is selected the services available with change IMMEDIATELY. If a customer has paid for a higher access level, they will want to keep that access level throughout the end of that billing cycle. In the case of a Downgrade (lower amount membership), the customer gets the benefit for both the existing as well as the other downgraded membership as well as long as a FUTURE draft date is selected. If a future draft date is selected for the downgrade, the customer shall be moved to the downgraded membership based on the chosen effective date. This way, the customer gets the benefit of the membership they have already paid for until the selected effective date and later is shifted to the downgraded membership.