Purani membership cancel kiye bina naya plan bech doge to patient ki do active membership ho jaati hain aur bill par kaunsi lagegi ye pakka nahi — isliye pehle "Cancel" karo. Purane plan ka bacha hua paisa apne aap adjust nahi hota; farak lautana ho to purane membership bill par Billing → Bills → Credit Notes se credit note banao. Purane plan ki bachi free inclusions naye plan me nahi judti. Koi bhi logged-in staff ye kar sakta hai. Mobile: Memberships → "Members" → "Cancel" → "Yes, cancel", phir "Sell". Ye 'Growth' add-on ka hissa hai — menu me na dikhe ya "This needs the Growth add-on" aaye to Setup → Plan & Help → Store se le sakte hain.
Member ka plan Silver se Gold kaise badle (membership upgrade)?
Seedha upgrade ka button nahi hai. Billing → Plans & Memberships → Memberships → "👥 Active Members" me purani membership par "Cancel" → OK, phir "💳 Sell to Patient" → wahi patient → naya plan (jaise Gold) → "Sell membership →". Naye plan ke poore daam ka naya unpaid bill banta hai aur validity aaj se shuru hoti hai.
Where in ORALZY: Billing → Plans & Memberships → Memberships → Memberships & Loyalty · Billing → Bills → Credit Notes
Quick steps
- "👥 Active Members" me purani membership par "Cancel" → OK
- "💳 Sell to Patient" → patient search karke chuno → naya plan chuno
- "Sell membership →" dabao
- Purane plan ka farak lautana ho to uske bill par credit note banao