Maintain Billing Cadence: When changing memberships, always ensure the new plan has the same billing frequency (e.g., monthly to monthly, annual to annual). This avoids disruptions in billing and subscription logic.

Avoid Overlap or Unintended Charges: Cancel the current membership before starting a new one to prevent overlapping subscriptions or unintended renewal charges.

Use 'Change Subscription' for Seamless Transitions: This feature allows you to move clients to a new plan while maintaining their billing cadence and applying proration if needed.

Upgrading/Downgrading Between Tiers: - Use the 'Change Subscription' feature to switch between tiers with the same billing cadence (e.g., annual to annual). - The change will take effect at the next billing cycle, and proration can be applied if necessary. - Only admins can make these changes; clients cannot upgrade or downgrade their memberships themselves.

Switching Tiers During Renewal: - If the new membership has the same billing frequency and is set to renew, use 'Change Subscription.' - For memberships with different billing frequencies or fixed billing cycles, cancel the current membership and sell the new one instead.

When to Cancel and Create a New Membership: - Cancel the existing membership and create a new one if switching to a different tier or billing frequency. This ensures the new terms and features apply correctly. - For price updates within the same tier, editing the existing membership is sufficient.

Preserving Access During Transitions: - If a client’s current membership is ending and they have remaining benefits (e.g., unused classes), set the current membership to "cancel at end of billing cycle." - Add the new membership and set its start date to the day after the current billing cycle ends. This ensures uninterrupted access.