👥 5.3 Managing Active Members

view, renew, and manage memberships in your dashboard new you can also manage memberships directly through the community page refer to this article https //help sweatpals com/81 member management dashboard for more details viewing members there are two ways to view and review community members who have a membership option 1 go to dashboard → community → membership holders , then type the member’s name or email address in the search bar option 2 go to dashboard → membership , then select the membership use filters such as membership plan , status , or join date click a member’s name to open their details member details view on community dashboard each record includes contact information active plan and billing cycle attendance history payment status (active / overdue / canceled) use this page to resend receipts or update membership status renewals & cancellations automatic renewal occurs at each billing cycle via stripe manual cancellation click cancel membership in the member’s profile pause a membership and either manually reactivate it or schedule its reactivation refund a membership partially or in full — you can also pause, cancel, or keep it active pausing memberships as a host, you can pause individual member plans as well this can be good if you're planning to host more events in the future, but have no immediate activities for your members, basically allowing you to "freeze" their plans until a certain date (or until you resume them manually) pausing a membership does the following stops billing suspends access preserves pricing, discounts, and terms preserves remaining booking limits extends the membership end date by the paused duration how to pause a membership head over to the dashboard https //dashboard sweatpals com/ select the memberships & classpacks tab select a particular membership select a particular member and click on "pause membership" select whether to pause until a certain date, or pause indefinitely until manually resumed can users resume paused memberships? a no, users cannot resume their memberships on their end if you pause them, but they can still cancel them discontinuing memberships there are different ways you can approach discontinuing your membership, depending on your plans for the community if you'd like to honor your members' current rate before starting a new membership, you can keep the old one private that way, members who were enrolled in it prior to the discontinuation can still take advantage of the old price, while new members will have access to the updated price when enrolling if you plan to discontinue the membership entirely, and move your members to a new rate, it's best to reach out to your community members through the chat https //app archbee com/docs/emkh1coqh r4zzgywlutn/pnkanjwd bgayijnuah4w and instruct them to enroll in your new membership, as you'll be cancelling the old one it's also a good idea to reach out to your members when cancelling a membership even if you don't plan on setting up a new one after it's discontinued, to keep everyone informed failed payments & refunds stripe automatically retries failed charges up to 3 times members receive a “payment failed” notification email cancellations can be issued through memberships → search member → cancel membership or refund order refunds can be issued in the dashboard community by selecting the membership holders tab, search by name or email your member signed up for → clicking on the more ( ) button → refund membership analytics & reporting metric description active members count of current subscriptions cancelled members total members with previous active membership plans monthly recurring revenue (mrr) total recurring income per month 📊 export membership data to csv for financial analysis or forecasting beta expanded membership management our team recently released new options for managing memberships through the community page as these features are still experimental and under construction, access to them is limited you can get in touch with our support team at support\@sweatpals com, or use our typeform https //svl3z49916w\ typeform com/hellosweatpals?typeform source=www sweatpals com to request access new options you can now access more membership related actions via the community page https //dashboard sweatpals com/v2/members by clicking on the more ( ) button next to a member these include shortcuts to previous features like pausing and canceling memberships, but also new features like change billing date this is ideal for members who would like to make adjustments to their billing cycle you make adjustments to determine if this change will only apply to their current cycle, or all future cycles you can also apply an additional charge for the change change membership price this change can be applied only to the current cycle, or future cycles as well upgrade/downgrade membership you can switch their membership to a different plan this change can be immediate, or applied at the end of their current billing cycle you can choose to charge for the switch or not adding member notes by clicking on a member, you'll find a +note button in their member page this allows you to enter member specific information that's only visible to your team for future reference visual guide