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Manage Member

Mastering the Members Page: Editing Details, Managing Subscriptions, Refunds, and More​

The Members page is a powerful tool for effectively managing your user base and ensuring an exceptional experience on your platform. In this guide, we'll explain how to use the Members page to edit member details, add notes, update subscriptions, manage attached members, view check-ins, audit changes, update payment information, view signed contracts, issue refunds, and configure trial periods and auto-cancel dates.

Here's what you'll learn in this guide:

  1. Editing Member Details: Discover how to edit member information such as name, phone, and email directly from the Members page.
  2. Adding Notes: Learn how to add notes to a member's profile to capture important information and improve your team's communication.
  3. Managing Subscriptions: Understand how to update subscription plans, add trial periods, and set auto-cancel dates for members to provide a tailored experience.
  4. Adding and Removing Attached Members: Explore how to add and remove additional members associated with an account, ensuring accurate membership records.
  5. Viewing Check-ins: Find out how to monitor member check-ins, providing insights into their engagement and activity on your platform.
  6. Auditing Changes: Learn how to review changes made to member profiles, ensuring accountability and maintaining data integrity.
  7. Updating Payment Information: Get instructions on how to update a member's payment information, ensuring seamless billing and reducing payment issues.
  8. Viewing Signed Contracts: Understand how to access and review signed contracts for each member, ensuring legal compliance and transparency.
  9. Refunding Charges: Discover how to issue refunds to members, allowing you to quickly resolve billing disputes or provide exceptional customer service.
  10. Configuring Trial Periods and Auto-Cancel Dates: Learn how to set up trial periods and auto-cancel dates for memberships, providing flexibility and customization to your members.

By the end of this guide, you'll be adept at using the Members page to manage your user base, including editing details, managing subscriptions, and more. Armed with this knowledge, you'll be able to provide a personalized and exceptional experience for your members, fostering loyalty and driving success on your platform. So let's dive in and master the Members page!