Managing Customer Memberships

Track and manage all aspects of customer memberships.

Viewing All Memberships

From Memberships Page

1. Go to Memberships in main menu
2. Click the Members tab
3. See all customer memberships with filters

Filters Available

• Status - Active, Paused, Cancelled, Expired, Payment Failed
• Plan - Filter by specific membership plan
• Search - Find by customer name or email

Membership Details

Click any membership to see:

• Customer info - Name, contact details
• Plan details - Name, price, benefits
• Status - Current status with badge
• Billing - Next billing date, payment history
• Usage - Current period usage for each benefit
• History - All usage records

Membership Actions

Cancel Membership

1. Click Cancel Membership
2. Choose cancellation type:
   • End of Period - Continues until current period ends
   • Immediate - Cancels right now
3. Add optional reason
4. Confirm cancellation

Note: Cancellation policy is enforced. You cannot cancel within X days of renewal unless using immediate cancellation.

Pause Membership

• Temporarily suspends the membership
• Billing pauses
• Benefits are not available while paused
• Can resume anytime

Resume Membership

• Reactivates a paused membership
• Billing resumes from next cycle
• Benefits are restored

Payment Issues

Payment Failed Status

When a charge fails:

• Membership shows Payment Failed status
• System retries automatically (1, 3, 7 days)
• After max retries, membership is cancelled

Manual Resolution

1. Contact customer about payment issue
2. Customer updates payment method in portal
3. Or issue a new membership after resolving

Usage History

Viewing Usage

1. Open membership details
2. Click View Usage
3. See all redemptions with dates

Usage Info

• Date and time of use
• Service used
• Staff who processed
• Associated appointment (if any)