Adjust Member Tier

The Adjust Member Tier action lets you manually move a member between tiers directly from their Member Profile in Inveterate. This is especially helpful now that Shopify no longer requires a payment method to create subscription contracts, which means merchants can remove previous limitations when moving a member from a free tier to a paid tier.

Why this is useful

Merchants commonly use Adjust Member Tier to:

• Correct tier assignment quickly (for example, if a member was placed in the wrong tier or a support exception is needed).

• Move members between free and paid tiers without needing the customer to re-enroll (helpful for VIP upgrades, promos, and customer support situations).

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How to adjust a member’s tier

1. In your Inveterate dashboard, click Members.

2. Select the member you want to update.

3. In the member profile, click Adjust tier.

4. Click the Tier dropdown and select the tier you want to move the member to.

5. (Optional) Update the member’s billing date, or leave it as-is.

6. Click Adjust to save your changes.

What happens next

After saving, the member will receive an email notifying them that their tier has changed.

Download the PDF below for step-by-step instructions

1MB

AdjustMemberTierSteps.pdf

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