How do I view and filter active, expired, or frozen memberships and packages?
Easily view the status of a membership or package.
Why Use This Feature?
Keeping track of membership and package statuses helps you manage renewals, freezes, and re-engagement campaigns efficiently. It ensures you know exactly where each client stands at any time.
Step-by-Step Instructions
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Navigate to Products > Memberships or Products > Packages on desktop.
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Scroll down to the Purchased section.
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Use the Filter icon on the right-hand side to sort by membership/package type and status.
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Use this filtered data to contact clients about renewals, freezes, or cancellations.
What Happens Next
You’ll have a clear overview of all client memberships and packages. This makes it easier to proactively manage accounts and communicate with clients.
Success Tip
The unfiltered view of purchased memberships/packages is ordered by start date, with the most recent purchases displayed first.