Switch a Member's Plan

When to use this

Use this article when you need to switch a Member's Plan in Topo. The main staff surface is member profile access actions. It is written for Managers.

What this covers

• Selecting new plan

• Immediate/renewal-effective behavior if supported

• Stripe subscription impacts

• Proration/refund/credit expectations

• Confirming access after switch

• Verify final behavior against the open plan-switch bug before publication

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

1. Open the member profile and find the active access to change.

2. Choose the plan switch action.

3. Select the destination plan/version and review effective timing and billing impact.

4. Confirm only after checking proration, credit/refund expectations, and member communication.

5. Verify the new access record and Stripe billing state after the switch.

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

• Switching access is separate from refunding a prior sale.

• Stripe state and member access state both need review after the switch.

• If the member has a failed card, fix payment method before relying on recurring billing.

• 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