You can now allow customers to transfer memberships on their own. To enable this, click Settings > General Setup > scroll to Misc. Settings. Near the bottom, toggle on 'Enable membership transfer by a member'. Then scroll to the bottom and save
Once the setting above is toggled on (and don't forget to Save those changes), customers on a membership will now see the following:
From their customer account, if they click Memberships, they'll see this dropdown option now includes 'Transfer Membership.'
A pop up will then allow them to choose which membership to transfer to on the next renewal. This pop up will display a warning that any incompatible bookings with the new membership will be cancelled.
(Ie. on the next renewal, when the transfer occurs, if customer is currently booked into certain classes that are not included in that new membership, they'll be cancelled out of those classes automatically).
Note that the customer will only see memberships that you've toggled on as 'Featured at Checkout.' You can control this from Memberships > Subscriptions and Packs > see the column for featured at checkout.
Have a customer that needs directions on how to transfer to another membership? Send them this article: https://intercom.help/momence/en/articles/10439734-transfer-memberships-as-a-customer
Have a customer that's asking how to transfer to another membership?
Send them this article: https://intercom.help/momence/en/articles/10439734-transfer-memberships-as-a-customer