Skip to main content

Assign and change a member's plan

Administrators can assign a plan to a member, schedule when it starts and ends, and change an existing membership. This is the appropriate workflow for individual exceptions, such as a different plan or optional upgrades for one member. It keeps the membership, payment settings, and invoice preview together.

Before assigning a paid plan, make sure billing is connected and the intended plan exists. See Create and manage membership plans.

Assign a plan to a member​

  1. Open Manage > Community > Members and select the member.
  2. In the member's plan area, select Assign a plan or Select a plan.
  3. Choose the plan. If needed, select optional upgrades for this member.
  4. Set the subscription schedule shown in the membership form: the start date, optional end date, billing-cycle anchor, optional free trial, and how payment is collected.
  5. Decide whether to use Prorate when the selected schedule calls for it.
  6. Review the invoice preview, including the amount and date, before continuing.
  7. Select Assign subscription.

The invoice preview is an estimate of the next charge. Check it again whenever you change the plan, schedule, trial, payment collection method, or proration setting.

Bill an assigned membership on the first of the month​

The start date determines when the membership begins. Anchor date determines the recurring billing date. These can differ when an admin assigns a plan; this does not automatically apply to members who purchase a plan themselves.

  1. Open Manage > Community > Members, select the member, and start assigning a plan.
  2. Choose a monthly plan and set the intended membership start date.
  3. In Subscription schedule, set Anchor date to the next first of the month.
  4. Enable Prorate to charge for the shorter period between the start and the first full billing period. Leave it disabled to make that initial period free.
  5. Review the amount and date in the invoice preview, then select Assign subscription.

For example, a membership starting on October 15 with an anchor of November 1 and Prorate enabled has a partial first charge followed by regular monthly billing on the first. Disabling Prorate leaves the initial period free; it does not charge a full October contribution. See also Stripe's explanation of initial-period billing.

Change an existing membership​

  1. Open Manage > Community > Members and select the member.
  2. Select Edit beside the member's current plan to open the membership editor.
  3. In the editor, open the three-dot menu on the plan card. Choose Change to replace the plan, Customise to make an individual adjustment, or Remove to remove the plan.
  4. Update the schedule, payment collection method, and proration setting as needed.
  5. Review the updated invoice preview and select Update subscription.

Use Customise when the member needs a plan configuration that differs from the standard plan, such as different optional upgrades. Use Change when the member should move to one of your normal plans.

Cancel a membership on a specific date​

Use a scheduled cancellation when an individual membership must end on a date that differs from the calculated notice period, for example to apply your community's agreed end date.

  1. Open Manage > Community > Members and select the member.
  2. Beside the current plan, select Cancel membership. This is available for a current membership without an upcoming plan or an already scheduled cancellation. Memberships paid by another member are managed through the payer.
  3. Under Schedule cancellation, select Custom date and choose the date.
  4. Review the displayed cancellation date and the Refund unused time of the membership setting.
  5. Select Cancel membership to confirm.

The cancellation is scheduled on the linked Stripe subscription as well as the coapp membership. Recurring billing continues according to its schedule until the subscription ends; the subscription does not renew beyond that end. Existing unpaid invoices are not erased and may still be collected afterward.

If a cancellation is already scheduled, review it first. Undo cancellation is possible only while the linked subscription is still active or trialing and can be restored. A fully ended subscription cannot be reopened as the same subscription.

Change a plan's price​

To change the standard price for future memberships, open Manage > Monetization > Plans, open the plan, and select Edit. Change the price under Pricing, then save the plan.

Existing memberships need their own review. Open each affected member's plan and use the change or customization flow above. Confirm the invoice preview before updating the subscription, especially when a change can create proration or a credit.

Manage upgrades​

To change which upgrades are available with a standard plan, edit the plan under Manage > Monetization > Plans and update the Upgrades section. To change upgrades for one member only, open the membership editor as described above and use Customise on the plan card.

If you change an upgrade itself, review each plan and membership that uses it before making further billing changes. Use the invoice preview to confirm the expected result.