Where to find this: Client Profile → Subscriptions tab
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
- All
- Active
- Canceled
- Past Due
- Trialing
- Scheduled
- Select… (dropdown for more statuses)
Subscription entry details
Each subscription shows:| Column | What it shows |
|---|---|
| Date | When subscription started |
| Amount | Recurring charge amount (e.g., “$0.00/month”) |
| Status | Current billing status |
| Product | Membership name |
| Source | How they subscribed (Admin = you added it) |
Status colors matter:
- Green “Active” = Billing normally, everything good
- Yellow “Past Due” = Payment failed, needs attention
- Gray “Canceled” = No longer subscribing
Subscription statuses explained
- Active
- Past Due
- Canceled
- Trialing
- Scheduled
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.
Common uses
Are they still a paying member?
Are they still a paying member?
- Look at Active count in summary (top)
- If Active = 1 (or more), yes they’re subscribed
- If Active = 0, check Canceled tab to see when they left
How much recurring revenue from this client?
How much recurring revenue from this client?
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 = 1,500/year to your recurring revenue.
Why did their subscription cancel?
Why did their subscription cancel?
- Click Canceled status filter
- Find the subscription entry
- Check the date it canceled
- Client canceled through their Portal
- Payment failed too many times (auto-canceled)
- You manually canceled it
When does their trial end?
When does their trial end?
- Click Trialing status filter
- Check subscription date
- Look at product details to see trial length
Manually canceling their subscription
Manually canceling their subscription
You can’t do it from this tab. To cancel:
- Go to main Payments → Subscriptions
- Find this client’s subscription
- Click cancel button
What you CAN’T do here
Subscriptions tab is view-only. To take action:| Action Needed | Where to Do It |
|---|---|
| Cancel subscription | Payments → Subscriptions → Cancel |
| Change subscription price | Payments → Products → Edit product |
| Retry failed payment | Payments → Subscriptions → Retry billing |
| Refund past charges | Transactions tab → Refund |
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
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.Related tabs
Transactions
See payment history for these subscriptions
Products
View which subscription products they own
Credits
Credits renewed from subscriptions