There may be a time when a customer needs assistance adjusting their membership. In this article, we'll outline how to achieve that!

Tutorial Video:

https://www.loom.com/share/03a78e871eee49059d7a06a6f54be795

Steps to achieve this:

1. In your dashboard, find the customer whose membership you want to alter. You can do this by:
   1. Searching for their name or phone number in the search box
   2. Finding them in your contact list
2. Once you've done this, click the 'profile' tab in the top right-hand corner
3. Click the 'Open contact's account portal' link under the 'profile' section of this tab

   

4. Scroll down to the membership section of the customer's profile page
5. Click 'change' and select the desired membership

Once you've done these steps, you should be good to go!