Migrate Members to a New Plan Version
Learn how to migrate Members to a New Plan Version in Topo, including selecting source/destination.
When to use this
Use this article when you need to migrate Members to a New Plan Version in Topo. The main staff surface is plan migrations. It is written for Owners, Managers.
What this covers
Selecting source/destination
Reviewing affected members
Member communication
Stripe and access side effects
Rollback limits
Before you start
Use a staff role that can view and edit membership products.
Create needed locations, categories, tax rates, and payment setup before publishing a sellable plan.
Decide whether this workflow affects member signup, POS, staff-only sales, existing members, or billing rules.
Review the plan summary and test with a realistic member before making the product broadly available.
When changing sold terms, use the guided version, migration, switch, freeze, cancel, or refund workflow instead of assuming old access records update automatically.
Steps
Open the plan migration workflow.
Choose the source plan/version and destination plan/version.
Review affected members before continuing.
Confirm effective date, communication plan, and billing impact.
Run the migration and review the history plus a few member profiles afterward.
What happens after saving or completing this
Topo saves the record in your gym account and updates the related staff screens.
Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.
Review the affected profile, checkout, signup page, report, or audience before considering the task complete.
Common issues and fixes
Review affected members before confirming; migration is a billing and access change.
Communicate price or term changes before moving members.
Check several member profiles after migration to confirm access and version.
A visible plan does not appear to a member: review active status, signup visibility, age rules, dependent suitability, and location scope.
Editing a sold plan opens a guided change flow: existing members keep their current terms unless you migrate or switch them.
Stripe sync fails: save did not fully complete for billing checkout. Retry after payment setup is ready or ask an owner to review Stripe readiness.
Related articles
Plan and Access Model Overview
Sell Access from POS
Understand Customer Access