The smoothest way to upgrade a membership is to move the payment from their last level to the new one. It's a win-win: the member immediately enjoys new benefits while you collect some revenue ahead of their original expiration.

This article will show you how to upgrade a membership. Please note: this process is not yet available in Web Portal. If your organization does not vault credit cards, you may take these steps within two months of their latest membership purchase or renewal. Just make sure you have that order's order number or the member's name on-hand.

Upgrade a Membership in the Agile Sales App

Log in to Agile Sales.

Cash In. If you need a reminder on how to cash in, click here.

Click Maintenance.

Look up the order number or the member's name so you can find their latest membership purchase.

Click the Member Price.

 Click All.

The Change Price window will open. Click the Select New Price drop-down and pick the level the member is upgrading to.

Click OK.

The new level and price will fill into the order.

Review the order and finalize the details of the upgrade with the member. For example, is this an upgrade from an individual to a dual level? If so, click the member's name in the order summary, click All to get past the pop-up, and click the green plus icon to add another member. Click OK to save your changes.

Click Proceed to reach the Payment Page. The difference between their old level and their upgraded level will appear above the (Choose Method) drop-down. If the member's card information does not appear in the drop-down, take new payment information.

Click Apply Payment and Finalize. Then click Order Confirmation and Send to give the member an updated order confirmation.