Are you offering monthly AND annual subscription options for your clients? If so, you may wish to allow them to initiate a switch, either from monthly to annual, or vice versa.
Step 1: Set Up Your Products
First, set up your products (Tutorial).
Typically, you would have a “monthly subscription” product, and a separate “annual subscription” product set up.
Step 2: Create Your Offer
Now, create two offers as you normally would:
One offer for the monthly subscription, another for the annual subscription.
Then, add the frequency switch option as shown in this video:
Step 3: Embed The Order Form Inside Your Membership Site
Lastly, make sure to embed the order form inside your membership site.
If a user is not logged in, the order form will only appear as a simple purchase (no replacement will occur).