What's new on PushPress

Remember how setup fees used to be mandatory when switching plans? Not anymore! You can now:

• Keep the default setup fee if you want
• Change it to a different amount
• Skip it entirely by setting it to zero
• Add one even if the plan doesn't usually have it

Two Ways to Time the Switch

You've got options for when the switch happens:

Right Now:

• The switch happens immediately
• We'll handle all the prorated charges automatically
• Members see their new plan right away

Next Bill Date:

• Everything stays the same until the next billing cycle
• Members see their current plan marked as "pending cancellation"
• The new plan shows up as "pending activation"

Smart Discount Handling

We've made discounts smarter too:

• Existing discounts carry over automatically
• For counted discounts (like "first 12 months"), switching plans starts a fresh count
• We factor in current discounts when calculating prorated amounts

Good to Know

A few helpful details about how it all works:

• Setup fees only show up on the first bill after the switch
• For downgrades, if the prorated difference is $1 or less, we'll automatically switch it on the next bill date
• Both you and your member get confirmation emails when a switch happens

How to Make the Switch

1. Find your member (through People > Members or just search)
2. Look for the three dots next to their current plan
3. Click "Switch Plan"
4. Pick the new plan
5. Handle any discounts
6. Adjust the setup fee if needed
7. Choose when it should happen
8. Double-check everything looks right
9. Save and you're done!

The Bottom Line

This update gives you more control over how plan switches work, making it easier to handle special cases and keep your members happy. No more one-size-fits-all approach - you can tailor the experience to what makes sense for each situation.