How to move members from a free offline plan to a paid plan in Memberstack without re-charging through Stripe?
Hi Memberstack Team and Everyone,
I have a question regarding offline payments and plan management.
We’re setting up multiple plans (credit card + offline). The idea is that members can first sign up for a free “Offline Pending” version of a plan, and then once their offline payment is confirmed, we’d like to move them into the corresponding paid plan.
Initially, I assumed we could simply “convert” a member from a free plan to a paid plan within Memberstack. But from my testing, it looks like plans themselves cannot be converted from free → paid.
Could you please confirm:
- Is it possible to switch a member from a free plan into a paid plan manually (without charging them again through Stripe)?
- If yes, what’s the recommended process for handling this workflow at scale?
- Is there a best practice for managing offline payment tiers (e.g., separate free plans for each paid tier, or one free plan with manual upgrades)?
Thanks for the guidance — just want to make sure we’re setting this up correctly for both online and offline payments.
Comments
3 comments
Hey Muhammad Toqeer,
Is this paid plan a recurring one or a one-time plan?
In case, it's a one-time plan, you could probably create a dedicated free plan (which will be added to members who pay offline) and provide them access to the gated content (that you have setup for paid plan as well).
In case, it's a recurring plan and you want to charge them via Stripe from the next payment cycle, you could explore giving them limited time coupons for free access to the paid plan in the current cycle and they can be added to the paid plan and will be asked to pay only during the next cycle of the subscription. Here's a short guide on that use-case as well.
Here's a guide on how to add paid plans to members via Stripe.
In case, you already have such customers in Stripe under some plan and want to bulk update them, you can try out something like this and customize it for your use-case. Hope this helps.
Yes recurring plan,
and what i want to do when someone select pay-offline, after payment confrimation can't i assign them a paid plan without charging anything? A J
Muhammad Toqeer, you can ideally do that as shown here via Stripe, so while adding the said paid plan to the customer, you can add a coupon code which discounts 100% of the charge for the cycle, explore the subscription schedule - billing cycle / free trials if that makes sense for your project etc. so that the customer is not charged for the current cycle and is charged for the next recurring month / year (based on your plan settings).
Please sign in to leave a comment.