How do I handle subscription upgrades, downgrades, or plan changes?

Introduction

Whether a customer wants to switch to a higher-tier plan, change delivery frequency, or downgrade to a smaller subscription, you can handle all changes directly from your admin — or guide them to self-manage via their account.

This guide covers how to manage upgrades, downgrades, and other plan adjustments.

What counts as a plan change?

A plan change may include:

• ✅ Switching products within a subscription
• ✅ Changing frequency (e.g. every 2 weeks → every 4 weeks)
• ✅ Adjusting quantities (more or fewer items per delivery)
• ✅ Moving between prepaid and recurring plans
• ✅ Upgrading or downgrading price tiers or product bundles

Option 1: Customers manage changes themselves

If your store has the Manage Subscriptions widget on the account page, customers can:

• Change delivery frequency
• Update quantities
• Cancel current plan and subscribe to a new one

👉 For switching between different products or prepaid/recurring models, customers will need to cancel and re-subscribe.

Option 2: You make changes in the admin

To change a subscription manually:

1. Go to Roadmap Admin → Subscriptions → Manage Subscriptions.
2. Search for the customer and open their active subscription.
3. Use the available tools to:
   • Edit frequency
   • Add/remove products
   • Adjust quantity
   • Reschedule next delivery
   • Cancel the current subscription and create a new one (if switching plan type)

👉 Roadmap doesn’t “move” customers between plans — instead, you update the subscription or cancel & re-create as needed.

How to upgrade or downgrade a subscription

Upgrade example:

• Customer currently gets a single bottle monthly
• They want a 3-pack every month (better value)

Steps:

1. Edit the subscription
2. Increase product quantity or swap in the bundle
3. Save changes — the next billing reflects the upgrade

Downgrade example:

• Customer wants fewer items or less frequent delivery
• Edit frequency or reduce quantity
• Save and confirm changes

For switching prepaid vs. recurring plans

These are treated as separate plan types in Roadmap.

To switch:

1. Cancel the customer’s current subscription
2. Create a new subscription (manually or by guiding the customer)
   • Choose the correct plan type
   • Set start date and preferences

👉 The customer will be charged based on the new plan’s settings going forward.

FAQs

Can I offer a “change plan” button to customers?

 Not currently — customers will need to cancel and re-subscribe, or contact you to make the switch manually.

Will the customer lose their subscription history?

 No — past subscription activity is still visible in the customer profile, even after a plan switch.

Can changes apply mid-cycle?

 Yes — changes take effect on the next scheduled billing unless you trigger a manual order.

Summary

To handle subscription changes:

• ✅ Use your admin to edit frequency, quantity, or products
• ✅ Cancel and recreate the subscription for prepaid/recurring switches
• ✅ Let customers self-manage basic changes from their account

This gives customers flexibility while keeping your plans organized.