---
title: Upgrade or Downgrade a Client's Membership
description: In this article, learn how to upgrade or downgrade a client's membership
---
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# Upgrade or Downgrade a Client's Membership
## In this article, learn how to upgrade or downgrade a client's membership
APPLIES TO: Admins
Last updated: May 14, 2026
As an Admin you are able to upgrade or downgrade a client's membership from their Client Profile page.
**Note: **If you are a client trying to upgrade or downgrade your membership, you *cannot* upgrade/downgradeyour own membership. You will need to contact the business to proceed with any membership changes.
#### Upgrade or Downgrade a Client's Membership
- [Log in](https://help.upperhand.com/why-can-t-i-log-in-to-upper-hand?hsLang=en) to your account and go to the **Contacts** from the left hand
- Under the **Clients **tab, search for the client you need to cancel their membership and click on their name to navigate to their specific Client Profile Page
- You should see their Membership card underneath their name and email
- Click the **three dot menu** inside the membership card on the top right
- Select **Upgrade/Downgrade **from the drop down menu
- The **Upgrade/Downgrade **modal will populate for you to select a date to initiate the upgrade or downgrade. There are two options:
- **End of Billing** - Client will be enrolled in the new membership at the end of the current subscription's billing cycle and they will be charged on that date
- **Immediately** - Client's existing membership is cancelled immediately and they're automatically enrolled and charged for the new membership today
- Next you **select a new membership for the client to be enrolled in** once their current membership expires at the end of their billing cycle.
- Type to search or scroll through the list of memberships and select your desired upgraded or downgraded membership
- **Note**: If the membership selected has multiple tiers, you will be asked to select a single tier for the client to enroll in
- **Note**: If the membership selected has a join fee, you can **use the checkbox next to *Charge Join Fee* **to charge clients this fee when they enroll in the new membership
- Once you've made your new membership selection for the client you can click **Submit**
- You should receive a "Membership Change Confirmed" message once you submit your upgrade/downgrade selections
- If you select **Immediately**:
- Refresh your software/app to see your successful upgrade or downgrade
- If you selected **End of Billing**:
- **Click the drop down arrow on the existing membership card** to see the pending membership upgrade/downgrade along with the name of the membership selected
- Once the billing cycle is complete and the existing membership subscription expires, the client will automatically be charged for the new (upgraded/downgraded) membership
#### Cancel a pending upgrade or downgrade *(applicable for end of billing upgrade/downgrade)*
- Log in to your account and hover over the navigation bar on the left, click **Contacts**
- Under the **Clients **tab, search for the client you need to cancel their membership and click on their name to navigate to their specific Client Profile Page
- You should see their Membership card underneath their name and email.
- Click the **three dot menu** inside the membership card on the top right.
- Select **Cancel Pending Change **from the drop down menu
- The Cancel Membership Change modal will populate with the details of the upgrade/downgrade previously selected
- **Click Yes** to cancel the Upgrade/Downgrade
- **Click the drop down arrow on the existing membership card** to see the pending membership upgrade/downgrade is now removed
#### Things to note:
- Once an upgrade or downgrade is set the client will be automatically charged on the next billing date with their default card on file
- When the client is enrolled in the new upgraded or downgraded membership, their credits and/or benefits from the old membership will expire
- If the client's existing membership is a "one time" membership or a free membership you will not be able to upgrade/downgrade. You will need to cancel the membership and enroll them in a new membership via POS
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