Settings and activity
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24 votes
Hey folks! Exciting update: clients can now view their membership details in the client portal. By navigating to the new memberships page, they can view:
- Benefits of their membership
- Their next billing date
- The option to update their payment method on file
- Names of people they've shared their membership with (if applicable)
Check out the changelog to learn more about this update.
This launch does not include the ability for clients to pause or cancel memberships on their own, so I won't mark this idea as 100% complete just yet. Be sure to check out the Client Portal support article for a comprehensive outline of all that clients can do in the portal, and how to install it on your website so it's easy for them to find.
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Allow clients to be able to view their past purchases and package/membership information online with their own username and password.