SquareOS Docs
Real Gym Scenarios

Upgrade a membership

Member wants to move from monthly to quarterly or annual.

Question

Member wants to move from monthly to quarterly or annual.

Steps

  • Open profile subscription or Commerce Upgrade.
  • Select current subscription and target plan.
  • Enter Effective date and Upgrade fee (INR) only if policy requires an extra fee.
  • Review Current plan credit, New plan charge, Upgrade fee, Amount due now, Credit generated, and the formula shown by Staff app.
  • Explain the amount due now to the member: new plan charge minus unused current plan credit plus upgrade fee.
  • Collect required payment if Amount due now is positive. If credit is generated, confirm it appears in the credit ledger.
  • Confirm new subscription state and invoice/ledger history.

Correct outcome

Old and new plan history is traceable, and reports do not double-count the member.

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