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  1. Allow clients to manage memberships themselves

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    4 comments  ·  General  ·  Admin →
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    Waitlisted  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

    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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    Rivae Van Horne commented  · 

    Hi! It would be helpful to add a feature where our guests can see their membership details online on their end. Many have requested it. Being able to see how many credits they have, what services or products credits were used on, when their payment draft date is, which credit card is being used for drafts, membership start date, etc would be great.

    Rivae Van Horne supported this idea  ·