- one-time purchase plans
- interval plans (fixed installment plans)
- moves to or from token-gated plans
Member-Initiated Plan Moves
Members can move between eligible subscription plans from: Personal Settings > Plans and Access They can move only:- Between plans available on web, or
- Between plans within the same subscription group
Free Trial Rules
- Members can’t move while currently on a free trial.
- If moving to a plan that includes a free trial, the trial is skipped and billing begins immediately.
When Does a Member Move Happen?
The timing depends on whether the system considers the move an upgrade or downgrade.Immediate Moves
A move happens immediately when:- The member upgrades to a higher-priced plan
- The member moves to an equal-priced plan with the same or longer billing interval
(Example: monthly → annual at the same price)
End-of-Billing-Cycle Moves
A move is scheduled for the end of the billing cycle when:- The member downgrades to a lower-priced plan
- The member moves to an equal-priced plan with a shorter billing interval
(Example: annual → monthly at the same price)
How Billing, Charges, and Refunds Work
When a move happens immediately between paid subscription plans:- The member is charged for the new plan, and
- A prorated refund is issued for the unused time on the current plan.
An immediate move always includes:
- A charge for the new plan, and
- A prorated refund for unused time on the previous plan.
- No refund is issued.
- The member keeps access to their current plan until the cycle ends.
- The new plan billing starts on the next billing date.
Plan Move Scenarios
Free or Access Plan → Paid Plan
- Move happens immediately.
- If a payment method is on file, the system attempts to charge it.
- If not, the member must add billing information within 7 days.
- If billing isn’t added within 7 days, the move is canceled.
Paid Plan → Free or Access Plan
- Move happens at the end of the billing cycle.
- No refund is issued.
Paid Plan → Paid Plan
The new plan may be higher-priced, lower-priced, or equal-priced.- Upgrades happen immediately.
- Downgrades happen at the end of the billing cycle.
- Equal-priced moves depend on billing interval (see above).
- The member is charged for the new plan.
- A prorated refund is issued for unused time on the previous plan.
Subscription Groups
Within a subscription group:- Members can move only to plans in the same group.
- Members can change billing intervals if multiple intervals are available.
On iOS, hidden plans may appear and can be selected.
Host-Initiated Plan Moves
Hosts can move members between subscription plans from: Admin > Plans > Plan List Limitations:- Members who purchased through iOS can’t be moved by a Host.
- Moves are supported only for subscription plans.
- Token-gated plans aren’t supported.
- If moving to a plan with a free trial, the trial is skipped.
- The default behavior is to schedule the move at the end of the billing cycle.
- You can select Immediately if you want the move to happen right away.
- The member is charged for the new plan.
- A prorated refund is issued for unused time on the previous plan.
How to Move a Member (Host)
- Go to Admin > Plans > Plan List.
- Open the Members tab on the member’s current plan.
- Select the three-dot menu next to their name.
- Select Move to Plan.
- Select the new plan.
- Choose Immediately or Next Billing Cycle.
- Select Submit and optionally send a message.
Pending Moves and Statuses
In a plan’s Members tab, you may see:- Active — The member is active on the plan.
- Pending Move – Billing Cycle — Scheduled for end of cycle.
- Pending Move — Waiting for billing info or payment authentication.
Automatic Cancelation of a Pending Move
If a member has a scheduled move (for example, a downgrade at the end of the billing cycle) and then independently purchases the target plan through the normal checkout flow:- The system automatically cancels the pending move.
Strong Customer Authentication (SCA)
If a card requires authentication:- The move pauses until verification is complete.
- The member receives email, in-app, and push notifications (if enabled).
- A red banner appears prompting verification.
If not completed, the move is canceled.
Failed Payments
If payment for a new plan fails:- The member has 7 days to update billing information.
- If payment still fails, the move is canceled.
- The Host is notified.
Canceling a Plan Move
Hosts can cancel a scheduled move from the three-dot menu by selecting Cancel Plan Move. Members receive a notification when a move is canceled. If a scheduled move is canceled after billing issues, the member may receive up to a 14-day total grace period to update payment information before access changes.Notifications
When a move occurs, members receive details via:- In-app notifications
- Push notifications (if enabled)