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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)
Client Subscriptions Pn

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Subscription entry details

Each subscription shows:
ColumnWhat it shows
DateWhen subscription started
AmountRecurring charge amount (e.g., “$0.00/month”)
StatusCurrent billing status
ProductMembership name
SourceHow 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

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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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What you CAN’T do here

Subscriptions tab is view-only. To take action:
Action NeededWhere to Do It
Cancel subscriptionPayments → Subscriptions → Cancel
Change subscription pricePayments → Products → Edit product
Retry failed paymentPayments → Subscriptions → Retry billing
Refund past chargesTransactions tab → Refund

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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