Tracking Memberships in Real Time
Memberships can be easily viewed in real-time from the Memberships table within the Sales tab. Memberships are displayed based on the location you are viewing. This table allows you to easily search, sort, and filter your members to track down those that are past due. It can also be filtered by Active, Inactive, and Past Due status. Select any membership row to see the client profile, then click back out to pick up where you left off.
Membership Reports
Report Name | Description |
Shows how each membership plan is configured — pricing, billing cadence, minimum commitment, cancellation notice — with no sales or client data. | |
Shows every client's membership subscription and its current status, along with MRR/ARR, term number, and next renewal date. | |
Tracks new and recurring membership sales by order — counts, dollar amounts, discounts, refunds, and tax — by plan, category, staff, and location. | |
Identifies memberships with failed or overdue payments, including days past due, decline reason, and amount owed. See Memberships: Managing Billing. | |
Shows client-level membership cancellations, including reasons, duration, and lifetime value while active. | |
Rolls up membership-base growth or decline over a period — activations, pauses, past-due transitions, cancellations, and retention/churn rate. | |
Shows how well staff retain their clients, including membership-specific retention metrics per staff member. | |
Summarizes commissions earned by each staff member, including a dedicated Membership Commission column alongside service, product, and package commission, plus tips. | |
Tracks the full lifecycle of membership vouchers — granted, redeemed, exchanged, voided, or expired. Filter by Voucher Source = Membership. For voucher-perk memberships. | |
Shows which clients have outstanding account credit balances as of a given date. For account-credit-perk memberships. | |
Tracks the full transaction history of account credit — grants, redemptions, and manual adjustments. For account-credit-perk memberships. |