How to Add Upgrade/Downgrade Options for Products

The upgrade/downgrade feature empowers customers to move between higher and lower-tier products as their needs change.

Setting up upgrade/ downgrade paths

To allow clients to upgrade or downgrade products in the client area, specify which products are eligible.

1. Log in to the Upmind dashboard.
2. Access it from the dashboard by clicking on Store Catalogue.

3. You can also click Settings and select the Product Catalogue tile under Products and Promotions.

4. Open Upgrades/Downgrades and click Manage.

5. Select the products eligible as upgrade or downgrade options.

Example: A customer on a Pro SEO Service plan could be allowed to upgrade to Advanced SEO Service plan, or downgrade to a Starter SEO Service plan. This gives clients flexibility while keeping your product catalog organised.

6. Save your changes.

How clients can upgrade/downgrade their product

1. In the client area, customers navigate to Products & Services.

2. Select the product to change.
3. Click Upgrade/Downgrade under Quick Actions.
4. Choose among the permitted products and confirm the choice.

If upgrading: An invoice is created for the price difference.

If downgrading: Product switches with no payment required.