Move members between plans and prices

Move active members from one plan or price to another, and review billing, access, integration, tax, and plan change impacts before confirming the move.

Move members between plans and prices to retire legacy pricing, consolidate offerings, or update pricing for existing members. Before you confirm the move, Memberful shows any blockers and warnings that apply to the selected source and destination.

In this help article, we’ll show you how to move members to another plan or price, review blockers and warnings, understand how the move affects billing and access, and disable the old price when you no longer want members to purchase it.

Before you begin

Memberful only moves active subscriptions from the selected source price to the destination price.

Members are not notified when they are moved between prices unless you have an automation set up outside of Memberful. If the move changes billing, renewal timing, or access, consider notifying affected members before you continue.

Move members to another price

1. Open the source plan

   Go to Revenue → Plans, then select the plan that includes the price you want to move members from.

2. Start the bulk move

   Click the ••• menu next to the source price, then select Move subscribers.

   
3. Choose the destination plan

   Choose the plan you want to move members to.

   
4. Choose the move type

   Choose Move subscribers to move active members to another price on the selected plan.

   

   Choose Move price only if you want to move the current price to the selected plan without changing what members pay.

5. Choose the destination price

   Choose the price you want to move members to.

   
6. Review the move

   Review the destination and any blockers or warnings that appear. Memberful only shows sections that apply to the selected move.

   
7. Confirm the move

   Click the Move [number] subscriber(s) button.

   

Fix blockers

Blockers prevent the move from continuing. If a blocker appears, update the source or destination plan before trying again.

A move may be blocked when the destination group plan cannot accommodate all members in the group. For example, a move is blocked if the group’s member count exceeds the destination plan’s seat maximum.

Review warnings and consequences

Warnings explain how the move affects billing, renewals, access, integrations, taxes, and future plan changes. Memberful only shows warnings that apply to the selected move.

Billing and renewals

Depending on the source and destination prices, Memberful may warn that:

• moved subscriptions will never renew
• moved subscriptions will renew on a specific date
• the renewal interval will change
• custom prices will be preserved or replaced
• fixed-payment behavior will change

If a member is subscribed to a price with Let members choose what to pay enabled, their custom price after the move depends on the destination price:

• If the destination price allows members to choose what they pay, members paying a custom price keep paying it as long as it is at or above the destination price.
• If the destination price does not allow members to choose what they pay, custom prices are replaced with the destination price on the next renewal.

When you move members to or from a fixed-payment price, Memberful shows how the move affects remaining payments:

• Moving between fixed-payment prices preserves each subscription’s remaining payments.
• Moving from a fixed-payment price to a recurring price removes the fixed-payment limit, so moved subscriptions keep renewing indefinitely.
• Moving from a recurring price to a fixed-payment price sets the number of remaining payments based on the destination price.

Taxes

If tax collection changes because of the destination plan or price, Memberful shows that change under billing and renewal warnings.

Depending on the move, Memberful may warn that:

• tax will be charged on future orders
• tax will no longer be charged on future orders
• the tax category will change on future orders

To learn more, see Collect taxes.

Access and integrations

For cross-plan moves, Memberful may warn that members will gain or lose access to:

• downloads
• podcasts
• posts

Downloads and podcasts are listed by name in an expandable list. Posts show counts only.

Memberful may also warn that members will gain, lose, or move between integration access settings, including:

• Discord roles
• Discourse groups
• Mailchimp tags or interests
• WordPress access

Plan changes

Plan-change warnings explain how the move affects which plans members can switch to later.

If the destination plan allows switching to fewer plans than the source plan, Memberful shows which plan change options members will lose after the move.

Scheduled plan changes are preserved when the destination plan still allows switching to the scheduled plan and price. If a scheduled plan change points to a plan or price that is no longer available after the move, Memberful cancels that scheduled change and shows the number of scheduled changes that will be cancelled.

Disable the old plan

If you don’t want new members to purchase the old price, make it unavailable for purchase or delete it.