How do I view a client's Membership information?

This article will show you how to view the details of a client's membership.

The information in this article is relevant to businesses using PhorestPay.

Video Guide


Step-by-Step Guide

Go to Manager > Memberships > Client Memberships to view a list of clients who have purchased a Membership

Click on a membership to view the Details

It is not possible to edit the Client, the Membership, or the Remaining Benefit

It is possible to edit the Next Billing Date, change the Status from Active to Frozen, and add any Notes to the client's membership.

Click the History tab at the top to view a history of the membership's purchase date, successful billings, and when it was used.


Viewing Client Memberships From the Client Card

You can view a client's active memberships by navigating to their client card > Memberships

Here, you'll see their Membership history, along with detailed information about each Membership.

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