--- title: Plan Change | Walla Support Center description: plan change --- [Skip to content](https://support.hellowalla.com/plan-change-walla-support-center#main-content) English Show submenu for translations ![](https://support.hellowalla.com/hs-fs/hubfs/38f9ee9b-2f6d-4610-a5d6-e421204ef62d.png?width=120&height=35&name=38f9ee9b-2f6d-4610-a5d6-e421204ef62d.png) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Walla Knowledge Base](https://support.hellowalla.com/?hsLang=en) 2. [Packs & Plans](https://support.hellowalla.com/packs-plans?hsLang=en) October 27, 2026 # Plan Change | Walla Support Center Change a client’s plan without losing their future bookings—perfect for upgrades, downgrades, or lateral moves [![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/Screenshot+2025-07-25+at+6_04_15%E2%80%AFPM-2.png)](https://downloads.intercomcdn.com/i/o/o84nj0kt/1638901658/abab8536607c1504e48fd0ea771c/Screenshot+2025-07-25+at+6_04_15%E2%80%AFPM.png?expires=1776721500&signature=8fd845ed974a42f4135a0ac4207119adab73852e9f59874ce688b17a6c735298&req=dSYkHsB%2BnIdaUfMW1HO4zdhpIaU3r1H9SlNJmY%2FArpvkmPtRtb7GneMKnqDW%0ATeZMcBNU0dZGlUkRKPQ%3D%0A) ### About This Feature The Plan Change feature lets you update a client’s membership plan—whether you're upgrading, downgrading, or making lateral changes—while keeping their future bookings intact. This avoids the hassle of manually rebooking classes and gives your clients a seamless experience. ### Where You Can Find This Feature You’ll find this feature in the **Client Profile** under the **Overview** tab. To use the Plan Change feature, follow these steps: 1. From the client’s profile, go to the **Overview** tab 2. Scroll down to the **plan** you’d like to change 3. Click the **three dots** in the upper right corner of the plan tile 4. Select **Change Plan** 5. Choose from the list of **eligible plans** 6. Indicate whether it’s an **Upgrade**, **Downgrade**, or **Neither** 7. The plan change will take effect **on the next billing cycle** 8. Once confirmed, the plan tile will display **Plan Change Scheduled** Plans can only be changed **on cycle**. That means the client’s plan will switch once their next payment is due. ☝️ **Important:** You can’t process a plan change while a plan is pending.   [![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/Screenshot+2025-07-25+at+5_55_40-E2-80-AFPM-2.png)](https://downloads.intercomcdn.com/i/o/o84nj0kt/1638895446/c1b361871b8f03cb48a9983c0ad9/Screenshot%2B2025-07-25%2Bat%2B5_55_40-E2-80-AFPM.png?expires=1776721500&signature=406321b9326ac0059551b3f3a06dd06f02eaf122d73ee0ce2a8af9f452fc18e6&req=dSYkHsF3mIVbX%2FMW1HO4zdfRfEFtJMTJRa0s5J2sDGKvN0bmRdP%2FUFlrrzUY%0AWdTHNP8hfP4Vsd8Qo2E%3D%0A) ### What This Feature Does This feature allows you to change a client’s plan with the option to preserve their upcoming bookings. ### How It Works When you change a client's plan, Walla prompts you to select a new plan and confirms details like start date and billing. You’ll then choose whether to keep or cancel future bookings. If you keep bookings, all eligible bookings in the next cycle transfer to the new plan—even if there aren’t enough passes. Any overflow will be marked for comp passes. ### ⚙️ Settings and Options **Select a New Plan** Choose any eligible plan to switch the client into. The change will take effect on the next billing cycle start date. **Upgrade / Downgrade / Neither** Label the type of plan change (used for internal insights and tracking). **Keep Bookings or Cancel?** You’ll see two options when changing the plan: - **Keep All Bookings** Transfers all future bookings to the new plan. If there are more bookings than available passes, comp passes will automatically apply. - **Cancel All Bookings** Removes all future bookings once the plan change is applied. **Review Next Cycle Bookings** Click the “Review Next Cycle Bookings” link to preview what bookings will carry over before confirming. **Shared Plans Warning** If the current plan is shared with another client, a warning will appear letting you know the shared access will reset. You’ll need to re-add the shared user once the new plan takes effect. ### Tips and Best Practices - ✅ **Always review next cycle bookings** before finalizing a plan change to make sure no classes are missed. - 🎫 If there are more bookings than passes, Walla automatically assigns comp passes. You can manually adjust or cancel them later if needed. - 👥 Changing a shared plan? Make a note to re-add the shared user after the change is complete. - 🕒 Plan changes only go into effect at the start of the next cycle, be sure to communicate that to your client. - 💬 Always review and confirm customer profiles and payment methods before making changes to avoid service interruptions or billing issues. - [Getting Started with Walla](https://support.hellowalla.com/getting-started-with-walla?hsLang=en#main-content) - [🤝 Onboarding](https://support.hellowalla.com/getting-started-with-walla?hsLang=en#onboarding) - [Migrations](https://support.hellowalla.com/getting-started-with-walla?hsLang=en#migrations) - [Products](https://support.hellowalla.com/products?hsLang=en) - [Branded App](https://support.hellowalla.com/branded-app?hsLang=en) - [Classes](https://support.hellowalla.com/classes?hsLang=en) - [Managing Your Studio](https://support.hellowalla.com/managing-your-studio?hsLang=en) - [Integrations](https://support.hellowalla.com/integrations?hsLang=en) - [Enrollments](https://support.hellowalla.com/enrollments?hsLang=en) - [WallaPredict](https://support.hellowalla.com/wallapredict?hsLang=en) - [Franchise Features](https://support.hellowalla.com/franchise-features?hsLang=en) - [Clients](https://support.hellowalla.com/clients?hsLang=en) - [Sales & Marketing Center](https://support.hellowalla.com/sales-marketing-center?hsLang=en#main-content) - [Sales Pipeline](https://support.hellowalla.com/sales-marketing-center?hsLang=en#sales-pipeline) - [Conditions](https://support.hellowalla.com/sales-marketing-center?hsLang=en#conditions) - [Builds](https://support.hellowalla.com/sales-marketing-center?hsLang=en#builds) - [Google and Meta Integration](https://support.hellowalla.com/sales-marketing-center?hsLang=en#google-and-meta-integration) - [Journeys and Audiences](https://support.hellowalla.com/sales-marketing-center?hsLang=en#journeys-and-audiences) - [Virtual](https://support.hellowalla.com/virtual?hsLang=en) - [Payments](https://support.hellowalla.com/payments?hsLang=en#main-content) - [💰 Payments](https://support.hellowalla.com/payments?hsLang=en#payments) - [Walla App](https://support.hellowalla.com/walla-app?hsLang=en) - [Packs & Plans](https://support.hellowalla.com/packs-plans?hsLang=en) - [Appointments](https://support.hellowalla.com/appointments?hsLang=en) - [For Studio Clients](https://support.hellowalla.com/for-studio-clients?hsLang=en#main-content) - [Using the Walla App](https://support.hellowalla.com/for-studio-clients?hsLang=en#using-the-walla-app) - [Your Walla Login](https://support.hellowalla.com/for-studio-clients?hsLang=en#your-walla-login) - [Using Walla Widgets](https://support.hellowalla.com/for-studio-clients?hsLang=en#using-walla-widgets) - [Staff](https://support.hellowalla.com/staff?hsLang=en) - [Reports](https://support.hellowalla.com/reports?hsLang=en) - [Client Communication](https://support.hellowalla.com/client-communication?hsLang=en) - [Memberships](https://support.hellowalla.com/memberships?hsLang=en) - [Walla Websites](https://support.hellowalla.com/walla-websites?hsLang=en) - [Walla FAQ's](https://support.hellowalla.com/walla-faqs?hsLang=en) - [Walla Customer Service](https://support.hellowalla.com/walla-customer-service?hsLang=en) - [Walla Subscription](https://support.hellowalla.com/walla-subscription?hsLang=en) - [Merchant](https://support.hellowalla.com/merchant?hsLang=en) - [Widgets](https://support.hellowalla.com/widgets?hsLang=en) - [Retention Suite](https://support.hellowalla.com/retention-suite?hsLang=en) [![walla-logo-120px](https://support.hellowalla.com/hs-fs/hubfs/walla-logo-120px.png?width=120&height=35&name=walla-logo-120px.png "walla-logo-120px")](https://www.hellowalla.com/) [mailto:support@hellowalla.com](mailto:support@hellowalla.com) Copyright © 2026, Walla Software