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Where to find this: Client Profile → Subscriptions tab

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What it shows

All recurring memberships for this client with real-time status: Summary metrics (top of tab):
  • Active - Number of currently active subscriptions
  • Canceled - Number of canceled subscriptions
  • Monthly Revenue - Total recurring revenue from this client
Status filter tabs:
  • All
  • Active
  • Canceled
  • Past Due
  • Trialing
  • Scheduled
  • Select… (dropdown for more statuses)
CoachIQ client Subscriptions tab with status filters and monthly revenue

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Subscription entry details

Each subscription shows:
Status colors matter:
  • Green “Active” = Billing normally, everything good
  • Yellow “Past Due” = Payment failed, needs attention
  • Gray “Canceled” = No longer subscribing

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Subscription statuses explained

Meaning: Subscription is billing successfully every month.What happens: Client retains access, auto-renews on billing date, credits replenish (if applicable).Your action: None needed—everything is working.

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Common uses

  1. Look at Active count in summary (top)
  2. If Active = 1 (or more), yes they’re subscribed
  3. If Active = 0, check Canceled tab to see when they left
Takes 2 seconds to verify membership status.
Look at Monthly Revenue in the summary (top).Example: “$0” in the screenshot means no active subscriptions currently (or using different billing).Use case: If Monthly Revenue = 125,thisclientcontributes125, this client contributes 1,500/year to your recurring revenue.
  1. Click Canceled status filter
  2. Find the subscription entry
  3. Check the date it canceled
Common reasons (not shown in tab, but good to know):
  • Client canceled through their Portal
  • Payment failed too many times (auto-canceled)
  • You manually canceled it
Next step: Check Messages tab to see if they communicated why, or reach out.
  1. Click Trialing status filter
  2. Check subscription date
  3. Look at product details to see trial length
Pro tip: Message them 2 days before trial ends: “Hey! Your trial ends in 2 days. You’ll be charged $125 unless you cancel. Let me know if you have questions!”
You can’t do it from this tab. To cancel:
  1. Go to main Payments → Subscriptions
  2. Find this client’s subscription
  3. Click cancel button
Or navigate to their subscription management in their Portal settings.Learn how to cancel subscriptions →

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Payment methods on file

Next to Subscriptions, the profile’s Payment Methods tab lists every card the client has saved with you and marks which one is the default. The default is the card Stripe charges on the next renewal. Use it to:
  • Confirm a new card landed after the client updated it in their portal (Billing). A newly added card becomes the default automatically, so if the old card is still marked default, they haven’t finished the update.
  • Check an expiring card before a renewal fails, instead of opening Stripe.
  • Answer “which card are you charging?” from the profile.
The tab reads No payment methods on file until the client has paid once or saved a card through a card-on-file product. Clients change or add cards themselves from Billing in the athlete portal; see Updating client payment methods.

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What you CAN’T do here

Subscriptions tab is view-only. To take action:

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Empty subscriptions tab?

If you see no subscriptions, this client:
  • Has never subscribed to a membership
  • Only makes one-time purchases
  • Uses credit packages instead of recurring billing
  • Is on a free/complimentary plan
Next step: Sell them on a subscription if recurring revenue is your goal.

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Pro tips

Watch “Past Due” closely: These are at-risk members. Reach out within 24 hours of seeing this status. Most failed payments are accidental (expired card, insufficient funds) and easily fixable. $0 Monthly Revenue ≠ Not valuable: Some clients buy large credit packs upfront instead of subscriptions. Check Transactions tab for their lifetime value. Canceled ≠ Gone forever: Many clients cancel, take a break, then re-subscribe. Keep them on your email list and reach out quarterly with offers. Multiple active subscriptions? Some clients have both a base membership AND add-on subscriptions (e.g., “Monthly Membership” + “Private Training Add-On”). Active count shows total. Source = “Admin” means: You manually added them to the subscription (no checkout). Common for staff, comp memberships, or special arrangements.

Transactions

See payment history for these subscriptions

Products

View which subscription products they own

Credits

Credits renewed from subscriptions