Summary
Sometimes group members need to switch to a different membership type. To make this process seamless, follow the step-by-step instructions below.
How to Navigate to a Group:
Find a Membership associated with the Group.
Click 'Member of a Group' at the top of the Membership record or 'Group Info' tab at the bottom
Description of screenshot: Displaying the 'Member of a Group' button
Description of screenshot: Displaying the 'Group Info' tab
Transferring a Membership:
1. Click 'Transfer', then choose the membership type
2. Select the new membership type and click 'Transfer Membership'.
Frequently Asked Questions
Why don’t I see the transfer button?
The transfer button is hidden if the group has only one member. If you need further assistance with this, please contact the Join It support team at support@joinit.com.