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Binary file added docs/assets/guides/upgrades/customer-portal-1.png
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3 changes: 2 additions & 1 deletion docs/docs.json
Original file line number Diff line number Diff line change
Expand Up @@ -526,7 +526,8 @@
"group": "Guides",
"pages": [
"guides/introduction",
"guides/variants"
"guides/variants",
"guides/upgrades"
]
}
]
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47 changes: 47 additions & 0 deletions docs/guides/upgrades.mdx
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@@ -0,0 +1,47 @@
---
title: "How to perform subscription upgrades"
sidebarTitle: "Subscription upgrades"
description: "This guide walks you through how to upgrade a subscription, both from the merchant’s and the customer’s perspective."
---

## How to upgrade a subscription as a merchant
<Steps>
<Step title = "Go to Sales > Subscriptions">
In the Polar dashboard sidebar, navigate to **Sales** > **Subscriptions** for your organization.
You can also go directly to:
`https://polar.sh/dashboard/${org_slug}/sales/subscriptions`
<img height="200" src="/assets/guides/upgrades/subscription-page.png" />
</Step>
<Step title = "Select the subscription to be upgraded">
Click on the subscription you want to upgrade. The subscription details page opens up as shown below. Click on **Update Subscription**.
<img height="200" src="/assets/guides/upgrades/open-subscription.png" />
</Step>
<Step title = "Choose the upgradation details">
Select the **New product** and the **Proration behavior** from the dropdown menu. Click on **Update Subscription**.
<img height="200" src="/assets/guides/upgrades/upgrade-subscription.png" />
</Step>
<Step title = "Successful upgradation">
The subscription is successfully upgraded to **Advanced version**.
<img height="200" src="/assets/guides/upgrades/upgraded-successfully.png" />
</Step>
</Steps>
<Info>
Note that merchants can disable customer-level upgrades or downgrades in the portal by toggling this setting.
</Info>

## How to upgrade a subscription as a customer
<Steps>
<Step title = "Open Customer Portal and click on Change Plan">
On opening the Customer Portal link from the purchase email received, the customer needs to click on **Change Plan**.
<img height="200" src="/assets/guides/upgrades/customer-portal-1.png" />
</Step>
<Step title = "Select the desired plan">
Then, they need to select the variant they want to upgrade to, **Advanced version** and click on **Change Plan**.
<img height="200" src="/assets/guides/upgrades/customer-portal-5.png" />
</Step>
<Step title = "Upgraded successfully">
Now, the product is changed to **Advanced version** on the portal.
<img height="200" src="/assets/guides/upgrades/customer-portal-6.png" />
</Step>

</Steps>