Viewing and Filtering Memberships
Navigate to the Memberships tab under the main Members section. Here you'll find a table listing all customer memberships. Each row shows key details including the Plan name, Customer name, Start Date, End Date, Creation Date, current Status (Active/Inactive), and Payment status.
Use the controls above the table to narrow down the list:
Search: Find memberships by customer name or email.
Filter by Membership Plan: Show only memberships associated with a specific plan.
Filter by Status: Display only Active, Inactive, or All memberships.
Pagination: Navigate through pages using the controls at the bottom.
Adding a Membership to an Existing Customer
Click the Add Membership button to open the sheet. This allows assigning a new membership plan to a customer already in your system.
Select Customer: Search for and select the customer who will receive the membership.
Select Membership Plan: Choose the desired membership plan from the available options. Plan details like price, duration, and type are displayed.
Select Start Date: Use the calendar to pick the membership start date. The system will highlight dates that conflict with the selected customer's existing, active memberships for the chosen plan, preventing overlaps. The expected end date based on the plan's duration will be shown.
Set Payment Details: Select the Payment Method used (e.g., Bank Transfer, Card, Cash) and set the initial Payment Status (usually Pending or Completed).
Review and Create: A summary displays the chosen customer, plan, duration, and cost. Confirm the details and click Create Membership.
Refunding or Cancelling Memberships
Actions for managing active memberships are available directly from the table rows (usually via a menu icon).
Refunding: Select the "Refund" action. Remember, this action updates the system status only; the actual refund must be processed manually through your payment provider. Choose between a Full Refund or Partial Refund (entering the specific amount). Confirming marks the payment as refunded and deactivates the membership.
Cancelling: Select the "Cancel" action. This immediately sets the membership's end date to the current time and marks it as inactive, without issuing a refund. Confirm the action in the modal.
Important: These actions typically apply to memberships with completed payments. Cancelled or already refunded memberships usually won't show these options. Access to manage plans settings is also available via the "Manage plans" link.