Plan Groups

If you sell multiple subscription plans, you may want to offer members the option to change between the different plans. Simply add all the plans to the same Plan Group and staff and members will have the option to change between them. To get started, go to Plan Settings for any subscription plan and use the Plan groups select box with the manage groups link or go to Settings → Plans and click the Manage your plan groups button.

Set up Plan Groups from within Plan Settings

Create and manage Plan Groups

You may add up to 10 Standard type plans to a Plan Group. Lifetime and Fixed plans are not eligible for Plan Groups. When a member changes plans they Upgrade, Downgrade, or Crossgrade.

Upgrade

An upgrade occurs when a member changes to a new plan that costs more than their current plan.

Additional upgrade options

There are two additional upgrade options that are useful for sites with different plans that have the same benefits:

  1. Charge full price and change the plan immediately. The new subscription term starts after the current renewal date.
  2. Charge and change the plan at the next renewal date.

Go to Settings → Plans in your Memberful dashboard to configure your upgrade preferences.

Downgrade

A downgrade occurs when a member changes to a new plan that costs less than their current plan.

Crossgrade

A crossgrade occurs when a member changes to a new plan that has the same price as their current plan. There is no charge for crossgrades.

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