Upgrading or Moving a Member to a Different Membership Plan

Birrdi does not currently support automatically upgrading, downgrading, or moving an existing member from one membership plan to another.

If a member needs to change plans, the existing membership must be canceled and the member must then be added to the new membership.

If you want to charge a member the difference between their current plan and their new plan, calculate the amount owed and charge it manually through Square.

For example:

Current Standard Membership

New Unlimited Membership

If the member has already paid their current month's membership and original join fee, the upgrade amount would be:

Charge the $500 upgrade amount manually in Square.

After collecting any amount due:

If you collect their current payment manually through Square, set the Next Billing Date to when their next payment should actually be due.

For example, if you manually charge a $350 monthly membership today, set the Next Billing Date approximately one month from today.

For a three-month, six-month, annual, or other billing period, set the Next Billing Date far enough into the future to account for the period they have already paid for.

This prevents Birrdi from charging the member again too soon.

The Next Billing Date in Birrdi Admin cannot be set to today's date. It must be a future date.

If you add a member today and want Birrdi to automatically collect their first membership payment, you can set their Next Billing Date to tomorrow.

Birrdi will then attempt to automatically charge the membership price on that date.

For example:

After that payment, the membership will continue according to its normal billing schedule.

When an admin manually adds a member in Birrdi, the Next Billing Date cannot be set to today, but it can be set to a future date such as tomorrow.

If you want Birrdi to collect the member's first membership payment:

This means the member may have access to the membership before the first payment is collected. For example, if you add them today and set the Next Billing Date to tomorrow, they may have membership access for one day before Birrdi attempts the charge.

Alternatively, you can manually collect the first membership payment through Square. If you do this, set the member's Next Billing Date to their next actual renewal date — for example, one month from today for a monthly membership — so Birrdi does not charge them again too soon.

One-time join fees are different. If an admin manually adds the member, Birrdi will not automatically collect the join fee. Any applicable join fee must be charged manually through Square.

For membership arrangements that cannot be handled through Birrdi's normal customer signup flow:

If you manually collect the current membership payment in Square, set the Next Billing Date to the member's next actual renewal date.

If you do not collect the membership payment manually and want Birrdi to charge it, set the Next Billing Date to a future date such as tomorrow.

This allows you to handle custom upfront amounts through Square while allowing Birrdi to take over recurring membership billing going forward.

Memberships are also tied to the customer information used when they were created.

For example, if a wife originally signed up using her phone number but the membership needs to belong to her husband, the existing membership cannot simply be transferred to another phone number.

Cancel the existing membership and add the correct customer to the appropriate membership using their correct information.

There is currently no direct movement between membership plans in Birrdi.

For upgrades, downgrades, transfers, or other custom membership changes:

Charge any custom amount due in Square → Cancel the existing membership → Add the member to the correct plan → Set the correct Next Billing Date.

The key rule for the Next Billing Date is:

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