The Member Management dashboard is a great tool to manage client access. Within the dashboard, you can check on program and subscription status as well as perform bulk actions such as assigning training or deactivating users. We will go through all of this in the article below. We hope this helps you keep your clients organized!
How it works:
The Member Management dashboard is located in your Payments & Store. Please note, in order to access this dashboard, you will need to have Stripe Connect enabled.
With this dashboard, you can easily manage all clients in your organization in one central hub.
All the members in your organization will appear, not just clients from the online store, to ease the task of managing programs, subscriptions, and access. You can use the filters on the left panel to simplify these processes even more
Some of the Features
View All Assigned programs
See all clients with active programs and end dates for calendar-assigned programs. This information will appear by hovering over the program name for each athlete.
For Playlist programs, the status will just show as started as there is no set end date.
For calendar programs, both a start date and an end date will appear.
Manage client access
You can check if a subscription is active, trialing, ending soon, canceled or if the athlete has no subscription associated with their account.
Bulk Remove
Remove clients and complete programs quickly and easily. To do this, you will select the athletes using the checkboxes on the left of the page. You will then see the option to perform bulk actions in the top right corner.
These same actions can also be done on the individual level by clicking on the three dots on the far right.