When to use it

A member on Monthly wants to move to Annual, or the other way around, and you’d rather they could do it themselves. In MemberPress that works when the plans sit together in a group set up as an upgrade path. Members then get a “change plan” option on their account page, and MemberPress handles the switch and the billing.

Before you start

  • A connected MemberPress site (start here).
  • Both plans exist. Only published plans show on a pricing page, so publish any drafts first (set up your plans).
  • Decide how upgrades should be billed. MemberPress follows your proration setting in its own settings screen.

What your AI does

  1. Lists your plans and your existing pricing pages, and checks whether Monthly or Annual already belongs to one (memberpress_list_memberships, memberpress_list_groups).
  2. Prepares a new pricing page with Monthly and Annual in that order, saved as a draft and set as an upgrade path (memberpress_create_group). The first call is a preview.
  3. Shows you the preview, including every plan whose settings change. Turning on the upgrade path switches off “allow simultaneous subscriptions” on both plans, which is what stops a member holding two at once. Because it changes existing plans, it needs your approval in your AI app even though the page itself is a draft.
  4. After you approve it in your AI app, it saves the page and reads it back to confirm both plans are on it and visible (memberpress_get_group).

If the plans already sit on a pricing page, your AI updates that page instead (memberpress_update_group). It shows you which plans would join, leave or move between pages before anything is saved.

What you get back

Make Monthly and Annual an upgrade path on one pricing page, as a draft.

Here's the plan for example-studio.example: a draft pricing page Choose your plan with Monthly, then Annual, set as an upgrade path. This turns off allow simultaneous subscriptions on Monthly and Annual. Neither plan is on another pricing page today. Go ahead?

Saved as a draft. Both plans are on it and visible. Publish the page in MemberPress → Groups when you want it live. From then on, a Monthly member can switch to Annual from their account page.

What it changes

  • One new pricing page, saved as a draft so visitors can’t reach it yet.
  • A setting on each plan in it, listed in the preview before you agree.
  • Your AI can’t move one member from one plan to another by itself. The upgrade path is how MemberPress does that safely: the member chooses, and MemberPress settles the billing.
  • Every call appears in the activity log on your site.

Variations

  • Three tiers: “Make Basic, Plus and Studio one upgrade path on a pricing page called Pick your level, in that order.”
  • Fresh billing on upgrade: “Same, but restart the billing period when someone upgrades.”
  • Skip the extra click: “Same, and skip the change-plan confirmation popup members see when they switch.”
  • Check an existing page: “Show me my pricing pages and which plans a visitor can actually see on each one.”