Payments & billing · Plans & pricing

Move members to a different plan

Migrate all subscribers from one plan to another in a few clicks — with a preview of exactly who's affected — or change a single member's plan from their member page.

Migrating everyone on a plan

When you consolidate plans or move people off a legacy price, you don't have to change subscriptions one by one. Each plan in your plans list has a Migrate action that moves all its active and trialing subscribers to a plan you choose.

Before anything happens you get a preview: how many active members and how many trial members will be moved, plus warnings if the two plans differ in currency or billing interval — so there are no surprises.

How billing is handled

By default the migration is gentle: no immediate charge or credit is created. Each member simply sees the new plan's price from their next invoice onward. Invoice emails are handled by Stripe according to your own Stripe account's email settings — the platform doesn't send extra emails for migrations.

The migration is safe to re-run: members already on the target plan are skipped, and any individual failures are reported so you can follow up.

Changing one member's plan

For a single member, open their page under Members and change the plan there. Individual plan changes are prorated, meaning the member pays only the difference for the remainder of the current period. Note that money-changing actions require the Stripe safety lock to be unlocked in Settings first.

The AI assistant (Benny by default — tenants can rename it) can also look up which plan any member is on and report subscriber counts per plan.

Step by step

  1. Open Payments → Membership plans.
  2. Find the plan you're moving members away from and click 'Migrate'.
  3. Choose the destination plan in the 'Migrate members' dialog.
  4. Review the preview: affected member counts and any currency or billing-interval warnings.
  5. Confirm — members see the new price from their next invoice.
  6. Optionally archive the old plan so no new signups land on it.

Good to know

  • Migrate first, archive after — that way stragglers can't sign up for the old plan mid-move.
  • Warn members by email before a price-affecting migration; goodwill is cheaper than churn.

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