How to upgrade/downgrade subscription plan for a customer?
As of now, you're able to upgrade/downgrade plan for you customers from the admin side. Please use this feature with caution and respect 🐱👤
Changing a subscription plan
Now you can even change a subscription plan you're customers are on without them having to unsubscribe from one and resubscribe to the other product.
For example, you can switch customer who's on a monthly plan to the same product that's on the quarterly plan. Or vice versa 😉
In order to do that, you will need to go to your Customers tab on your admin, enter specific customer's profile, go to Subscriptions tab and click on currently active plan as in the picture.
After that, you will be taken to the pop-up window where you can choose the new plan for your customer.
❗ Please note that customer won't be able to do this by him/herself on his side and through the customer portal, this is only possible to be done by the merchants, so make sure to let your customers know that they will need to contact your store's support if they'd want to upgrade/downgrade their plan
When does the plan change take into effect?
Please note that changing the customer plan does not interfere with your customer's billing/shipping cycle. That said, once you change it on the admin, it will retain the current billing/shipping dynamics, ie., next renewal will fall on the same date as was before.
Does changing the subscription plan retains survey preferences and choices if applicable?
No! This is important consideration so please take that into account. If you change the subscription plan the customer is currently on, survey preferences that he/she had on the previous plan will not be transferred with the change of subscription plan.
You'll need to let customer know that they'll need to change their preferences from inside the customer portal area once again.