Customer Portal

In addition to using the Members App, your customers can manage their account and membership through the Customer Portal.

How To Add To Your Website

If you have a website, we recommend adding a Member Login button and linking it to your Customer Portal. You can find the portal link under Settings > Website > Customer Portal.

What Possible in the Customer Portal

In the Customer Portal, users can:

• View their current membership (or purchase one)

• Review membership history

• Cancel their membership, if enabled

• Change their membership, if enabled

• Pause their membership, if enabled

• Track credit usage

• Browse and purchase credit packs

• Browse and purchase products

• Manage class and appointment bookings

• Add or update a payment method

• View and download receipts in PDF

Membership rules

You can set if a membership can be cancelled, upgraded, downgraded, and paused. This gives your customers flexibility and visibility over their membership without needing to contact staff directly.

You can check and edit the rules for individual memberships from Settings > Setup > Edit a membership.

From Settings > General > Configuration you can also change the 12-month pause allowance for a member. By default, this is set to 1 Month. You can read more about pause limits here.