Club Planner Club Planner Support

How can I upgrade my current subscription?

In this guide, you'll learn how to upgrade an active membership in Clubplanner.


Step 1 - Add the new membership to the member profile

  1. Go to Members
  2. Search for the member in question
  3. Open the member profile
  4. Add a new membership

    • Use the same start and end dates as the already paid subscription
    • Example: 01/01/2026 – 12/31/2026

Step 2 - Link an amount already paid

  1. Double-click on the newly added membership
  2. Click on "Splits payment"
  1. Enter the amount already paid under the appropriate payment method
  2. Click "Split payment" again

Result:
There remains an outstanding balance that the member can still pay (at the club or via the app, if available)


Step 3 - Change the payment date

  1. Go to Financial
  2. Click on Sales 
  3. Select the correct payment line
  1. Click the three dots in the top-right corner
  2. Select "Bulk Actions"
  1. Check the Date box
  2. Set the date to the original payment date

    • Usually = the subscription start date
  3. Click Start

Step 4 - Delete an incorrect membership

  1. Go to Members
  2. Find the member and open their profile 
  3. Select the incorrect membership 
  4. Click the three dots  
  5. Select Delete member subscription

How to avoid duplicate memberships


Bulk editing for multiple memberships

  1. Go to Financial 
  2. Click on Memberships
  3. Use filters to find the right subscriptions 
  4. Select the desired subscription lines
  1. Click the three dots in the top-right corner
  2. Select Bulk Actions
  3. Enter the following filters:
    •Amount: + the amount by which the subscription is more expensive
    •Change: the membership to which the subscription should be changed
  4. Click Start