How to change a Learner's Membership

This article covers how to make changes to a Learner's membership and what happens when you do.

This feature is only available to platforms where the Membership Products feature is enabled.

If the Learner is registered to a Free membership product or a One-time Payment membership product then the Admin can make changes to the Learner's membership at any time from the Admin Dashboard. You can change the membership they are registered to and/or the planned membership expiration date.


For Learners registered to Monthly Payment membership product, you'll need to make teh required changes directly in Stripe. Any changes made in Stripe will be automatically reflected in your ClickLMS site.


How to change a Learner's membership from the Admin Dashboard (Free and One-time Payment products)


Step 1: Navigate to 'Learners' in the header menu and click on the Learner's name to access their 'Profile & Membership' page.


Step 2: Scroll down to the 'Membership Details' section and click the edit icon next to the Learner's current product to open up the edit membership modal. 

Note: You will only be able to edit the membership if it is a Free or One-time Payment product. Monthly payment products will have to be managed through Stripe as we will go on to explain below.


Step 3: On the 'Edit Product' modal (as shown below), you can change the membership the Learner is registered to by selecting the name of the new membership you want to move the Learner onto and clicking 'Update'. From this modal you can also set a new expiry date for the membership or choose to apply 'No end date' so that the Learner remains registered indefinitely.

Important: When you change a Learner's membership product, their planned expiry date does not update automatically. You need to set the new expiry date at the same time. For example, if the current membership had expired, please ensure you change the expiry date to a date in the future to make the new membership 'Active' again. This will ensure your Learner can log in successfully.

Step 4: Upon clicking 'Update' the Learner will be automatically moved onto the new membership for free and/or the planned membership expiry date will be updated.

Note: If you want to charge the Learner for the new membership/membership extension you will need to take payment outside of the ClickLMS platform. Alternatively, if you want to refund the Learner for any payment made you will need to do this from Stripe.


How to make changes to the membership if the Learner is registered to a monthly payment product


Currently you cannot change the Learner's membership product or expiry date if the Learner is registered to a monthly payment product from the Admin Dashboard.


However you can make changes directly in Stripe:


  1. How to change a Learner's membership product: Cancel the subscription in Stripe to force the membership to 'Terminate/Expire' in the ClickLMS platform. You can then ask your Learner to login and they will be prompted to renew onto a new membership product. If you want the Learner to renew free of charge to a paid membership you can give them a 100% discount code.
  2. How to change the membership expiry date: You can reschedule the subscription expiry date in Stripe. This will automatically update the membership expiry date in the ClickLMS platform. On the day the membership is due to expire the membership product status will change to 'Expired'.

What happens when you change the membership the Learner is registered to


  • Their Course Catalogue will be updated in line with the new membership content rules (e.g. catalogue auto-enrol and exclusion rules, as well as course pricing rules)
  • The Learner retains access to any courses they were already enrolled to and any courses they previously completed - if you want to unenrol them from a course you'll need to do this manually by disabling their access
  • The Learner will not be charged for the new membership, nor will they be refunded for the old membership - you'll need to manage this externally (e.g. through Stripe)
  • The Learner's planned expiry date will not update to reflect the new membership rules - you'll need to adjust this manually if required
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