View memberships

Who can do this: Team members with access to Memberships Where to find it: Apps › Memberships See every client membership in one list.…

Who can do this: Team members with access to Memberships
Where to find it: Apps › Memberships

See every client membership in one list.

Steps

  1. Open the Apps launcher (the grid icon in the top bar) and select Memberships.
  2. Review the list. Columns include Client, Plan, Start Date, Price and Status.

Result

You can see each client’s plan and status.

Still have questions?

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