Managing Customer Memberships

Customer Profile Memberships

Easily view, add, remove, and manage customer memberships from this tab.

Manage a Customer’s Membership via the Customer Profile

When someone has a membership these are the options in the 3 dots   .

Option	Description
Credits	View all credits the client has earned through their membership. You can also modify the status or expiration date of a credit if needed. Learn more about how membership credits work.
Payment Activity	Review all successful and failed payment attempts associated with the membership.
Edit	Update the card used for membership payments, adjust the next payment date, or add a note to the membership.
Process	Manually process the next membership payment.
Remove	Cancel the client’s membership. If there is a cancellation fee, a pop-up will provide guidance on the next steps. Learn more about membership cancellation fees.

Add a Membership to a Customer via the Customer Profile

1. Click Add.
2. Select the Branch.
3. Choose the Membership the client is enrolling in.
4. Select the Employee who sold the membership.
5. Add a note if necessary.
6. Click Save.