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Understanding the Membership Tab

See every member's membership status and payment history in Treasury, and learn how to view membership details or cancel a membership.

The Membership tab, alongside the Payments tab in Treasury, gives you a clear view of every active and overdue membership in your club, so you can spot problems and act on them quickly.

Note: Full Admins can see all memberships in the club. Group Admins only see memberships for members within the groups they manage.


What you'll see on the Membership tab

The list shows a card for every active membership (including overdue ones), each showing:

  • The member's name

  • Their membership status, which is colour-coded or labelled (Active, Trial, Overdue, Expired, Cancelled)

  • The amount received so far. For an upfront membership this is the total received; for a subscription, it's the instalment amount received

  • Overdue details, where relevant

A member can hold more than one membership, so you may see the same name appear on more than one card.


Viewing a member's membership detail

  1. Tap a member's card, especially useful for ones showing an overdue status.

  2. A full detail screen opens showing:

    • Their payment history, listed chronologically and including paid, failed, waived, and refunded payments

    • Their next payment date and expiry date, both sourced from their membership plan

    • A Cancel Membership option

Navigating back from here returns you to the list at the same scroll position.


How to cancel a membership

  1. From the membership detail screen, tap Cancel Membership.

  2. A confirmation prompt appears. Cancelling never happens on a single tap.

  3. Confirm, and the membership status updates immediately.

Important: Cancelling a membership is irreversible from this screen, so make sure it's the right one before you confirm.


Good to know

  • "Next Payment" and "Expiry Date" always come from the membership plan's configuration, not from the payment history.

  • If a member has no payment history yet on a membership, you'll see an empty state rather than an error.

  • If another admin cancels the same membership while you have the detail screen open, it'll refresh to show the current cancelled status, with the Cancel button hidden or disabled.


FAQ

Why does "Amount Received" look different for two members with memberships?

It depends on the membership type. Upfront memberships show the total amount received, while subscriptions show the instalment amount received so far, which is why the figures aren't directly comparable.

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