On the CauseMachine platform, you may encounter a desire to upgrade membership levels from your users or organizations. The system regards each membership level as a new membership, so the ability to pro-rate a change in levels is not available. With this, you will need to provide the user or organization a "coupon" to make up for the difference in the membership pricing.
First, you will want to determine what the user/organization has already paid on their current membership level. Next, you will want to determine what they will pay when they move to the new membership level. (Remember, some memberships are paid annually, some are paid monthly, and some may have used a coupon to begin their membership).
Once you have determined what the difference is that they should pay, you will create a coupon for them.
Give the coupon a name, set it for a percentage or a specific amount, and determine how it will be applied (one time/repeating).
Lastly, you will want to provide the user/organization with the coupon Code.
*Note: This is essentially a new membership. Any previous membership renewal dates will now be changed to the date that the new membership is entered into.
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