--- title: "How to Set Up Upgrade and Downgrade Options for Subscription Products" slug: "how-to-set-up-upgrade-and-downgrade-options-for-subscription-products" description: "Learn how to set up subscription upgrades and downgrades, add them to funnels, and ensure everything works smoothly for your customers." tags: ["Upgrade options", "variants", "products", "Downgrade options"] updated: 2024-12-24T15:59:59Z published: 2024-12-24T15:59:59Z canonical: "support.myclickfunnels.com/how-to-set-up-upgrade-and-downgrade-options-for-subscription-products" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.myclickfunnels.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Set Up Upgrade and Downgrade Options for Subscription Products The upgrade and downgrade feature allows customers to easily switch between subscription plans whenever they need to. It’s a simple way to offer flexibility and ensure your products meet their changing needs. In this article, you’ll learn how to set up this feature for your subscription products, step by step, so your customers can move between plans effortlessly. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image(729).png) --- ## Requirements - An active ClickFunnels account - [A subscription product created in the Products section](/v1/docs/products-how-to-create-and-manage-products) - [A funnel created in your workspace](/v1/docs/getting-started-with-funnels) - [Payments AI Configured Account](/v1/docs/accepting-payments-introduction-to-payments-ai) --- ## **Understanding the Upgrade and Downgrade Feature** The upgrade and downgrade feature is designed to give customers the flexibility to move between subscription plans as their needs change. This functionality is especially useful for businesses offering tiered plans, such as basic, standard, and premium subscriptions. For example, imagine you run an online fitness platform with three subscription tiers: - **Basic Plan** ($29/month): Access to on-demand videos. - **Standard Plan** ($79/month): Includes everything in the Basic Plan plus live classes. - **Premium Plan** ($129/month): Adds personalized coaching to the Standard Plan features. If a customer starts with the Basic Plan and later decides they want live classes, they can upgrade to the Standard Plan. Similarly, a Premium Plan customer who no longer needs coaching can downgrade to the Standard Plan. This feature simplifies the process for customers by allowing them to adjust their plans directly through the checkout process, without needing to contact support or cancel their subscription. > [!WARNING] > **Important** > > - The feature only applies to **subscription products**. It doesn’t work for one-time purchases. > - Plan changes can only occur between predefined options (e.g., a customer can’t upgrade to a completely different product). By offering this level of flexibility, you create a better experience for customers and make it easier to retain them over the long term. --- ## Setting Up Products for Upgrade/ Downgrade 1. Navigate to **Products** in the side navigation menu, then select **All Products**. 2. Click the **Create Product** button. 3. In the popup, select **Digital** or **Physical** as the product type, then enter the **Product Name** and **Description**. 4. Click **Create Product** to confirm. 5. Select **Subscription** as the Price Type and set the price details. Click **Set Price** to save. 6. Scroll to the **Variants** section, check the box for “This product has multiple options. 1. In the **Option** field, select an existing option or click **Add new option** to create a new option, such as `Tier`. 2. In the **Values** fields, enter each option value, such as `Essential Plan`**,** `Growth Plan`, `and Elite Plan`. 3. Click **Done** once the tiers are set up. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image(716).png) 7. Scroll to the bottom of the page and click **Update Product** to save your changes. The page will reload to show the updated product settings. 8. Scroll back to the **Variants** section, where the newly created tiers will appear. Click **Edit Variants** to customize each plan. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image(719).png) ### Configuring Each Variant After setting up your variants, follow these steps for each one to enable pricing overrides and plan changes: 1. In the **Pricing** section, click **Add Override Price**. - Select **Subscription** as the price type. - Set the **Amount per payment** to reflect the price for this variant (e.g., $29 for a subscription). - Choose how often the customer will be charged in the **Charge customer every** dropdown (e.g., monthly). - Check the boxes for **Customer can upgrade** and **Customer can downgrade** to enable plan changes. - Click **Save** to confirm the pricing details. - For more detailed guidance on configuring pricing, refer to the [How to Add and Manage Pricing](/v1/docs/products-how-to-manage-pricing) article. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image(721).png) 2. Scroll to the **Upgrades/Downgrades** section and click **Add Upgrade/Downgrade**. - In the popup, select either **Upgrade** or **Downgrade**, depending on the configuration. - For example, let’s configure an **Upgrade** for the **Essential Plan**: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image(722).png) - Select **Upgrade** at the top of the popup. - Under **Upgrade from**, confirm the current plan’s pricing (e.g., $29/month). - Under **Upgrade to**, select the **Growth Plan** from the dropdown. - Click **Save** to apply the changes. - Repeat these steps for all variants: - For the **Growth Plan**, configure both an upgrade to the **Elite Plan** and a downgrade to the **Essential Plan**. - For the **Elite Plan**, configure a downgrade to the **Growth Plan**. - Save your changes after configuring each plan option. 3. Repeat these steps for all remaining variants. - Double-check that all pricing and plan changes are accurate to avoid any confusion for your customers. --- ## Adding Products to a Funnel After configuring your subscription products with upgrade and downgrade options, the next step is to attach them to a funnel. Follow these steps to integrate your product into a funnel and enable the upgrade/downgrade functionality: 1. Navigate to **Funnels** in the side navigation menu. 2. Select the funnel you want to attach the product to and open it in the funnel workflow editor. 3. Locate the page where you want to add the product (e.g., the checkout page), and click the **three dots** next to the page name. - Ensure this page includes a **Checkout** element to support product purchases. To learn more about the Checkout element, refer to the [Checkout: Enable Users to Complete their Purchase](/v1/docs/checkout-enable-users-to-complete-their-purchase) article. 4. Click **Add Products** from the dropdown menu. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image(723).png) 5. Click the **Add Product** button to open a window displaying a list of all existing products. 6. Hover over the desired product and click **Select Product**. 7. Once the product is added, click the **gear ⚙️ icon** next to your product. - Check the boxes for **Allow contacts to upgrade existing orders?** and **Allow contacts to downgrade existing orders?.** This step ensures that customers can modify their subscriptions directly through the funnel. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image(725).png) 8. Click on **Availability and Prices** and ensure all your configured prices are selected and visible. 9. Finally, click **Update Included Product** to save your changes and apply the settings. --- ## Testing the Setup After integrating your subscription product into a funnel, it’s important to test the setup to ensure everything is functioning as expected. 1. Enable **Test Mode** in Funnel Settings and Ensure the **Credit Card** payment method type is selected. If the funnel is in Live Mode, switch it to Test Mode to prevent real purchases during testing. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image(726).png) 2. Copy the funnel URL from the top center of the funnel workflow editor and open it in a new browser tab. Navigate through the funnel until you reach the checkout page. 3. Use a test email address to simulate a purchase. Select one of your configured subscription plans and proceed through the checkout process using the following test credit card details: - Card Number: `4111-1111-1111-1111` - CVV: Any 3-digit number - Expiry Date: Any future date 4. Complete the purchase and confirm that you’re redirected to the appropriate confirmation page. Verify that the receipt or order summary accurately reflects the selected subscription plan. 5. Return to the funnel URL and enter the same test email address used during the initial purchase. The Checkout element should recognize you as an existing customer and offer options to upgrade or downgrade your subscription. 6. Select a new plan to test the upgrade or downgrade functionality. In the **Manage Subscriptions** section, use the dropdown under your active order to choose a new plan (e.g., upgrade to **Premium Plan** or downgrade to **Essential Plan**). Click **Update My Order!** to complete the process. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image(728).png) --- ### FAQ #### Why aren’t upgrades or downgrades showing on the checkout page? Upgrades and downgrades may not appear if the necessary options haven’t been enabled in your funnel product settings. To fix this, go to your funnel, open the product settings, and make sure the options for **Allow contacts to upgrade existing orders?** and **Allow contacts to downgrade existing orders?** are both checked. Save the changes and test again. #### Why are the prices for my variants missing or incorrect? If your prices aren’t showing up correctly, it’s likely because the override prices weren’t set for your variants or because the prices weren’t selected in the funnel’s Availability and Prices section. Make sure each variant has an override price configured in the product settings. Then, go to the funnel settings, click **Availability and Prices**, and confirm all necessary prices are selected. #### Why doesn’t Test Mode recognize an existing customer? Test Mode won’t recognize a customer if the email used during the test doesn’t match the one used for the initial purchase. Make sure to use the same test email address for both the first purchase and the upgrade or downgrade test. Also, confirm that Test Mode is properly enabled in the funnel settings. #### Why aren’t plan upgrades or downgrades applying correctly? This issue typically happens when the upgrade or downgrade paths haven’t been configured properly. Check the **Upgrades/Downgrades** section in the product settings for each variant and make sure the correct plans are selected for upgrades and downgrades. ## Related - [How to Create and Manage Products](/how-to-create-and-manage-products.md) - [How to Manage Product Variants](/products-how-to-manage-product-variants.md) - [Products - How to Add and Manage Pricing](/products-how-to-manage-pricing.md) - [How to Create a New Funnel](/how-to-create-a-new-funnel.md) - [How to Add and Manage Funnel Steps](/how-to-add-and-manage-funnel-steps.md) - [Testing Funnel Checkout in Test/Sandbox Mode](/testing-funnel-checkout-in-test-sandbox-mode.md)