If a Member wants to change their Membership to another Direct Debit package, how does this work?

This guide will answer the question on what to do if a member wants to change their membership to another Direct Debit membership package. 

Step 1: If a member asks an administrator if they can change their existing Direct Debit membership, firstly the administrator will need to ask the member to cancel their existing Direct Debit with their bank, or the administrator should be able to do this by logging into their GoCardless account or on the membership record.  

Step 2: Following this, the administrator will then need to change the 'Status' of the membership record in Clubspark to 'Cancelled' by clicking the drop down pictured in the far left of the image below:

Step 3: Next, the administrator will need to add the user to the chosen new membership package, when doing this select 'Existing contact' rather than 'New contact' so you don't create a duplicate contact record for that member.

Step 4: Finally send them a new payment request so that they can set up their Direct Debit. You may need to adjust the amount of the membership if they have already paid a certain amount.