How to find past, current, and future Membership Contracts on the client profile.

This Guide will help you locate any past, current and future Memberships on a Client Profile.

Go to Clients. 

Find the Client profile by either using the search bar or locating them in the client list. You can also use the toggle to change the filter for your client list.

Once in the Profile select the Membership Tab

In the Membership area you will see the current active Membership. To view any from the Past, Present or Future click on the toggle icon

Click on the drop down and choose how you would like to filter the data on the page.

Active - Current active contract.

All Contracts - All Contracts the client has had on account.

Expired - Contracts that have expired, The contract ended.

Cancelled - Contracts that have manually been Cancelled

Frozen - Contract that are Frozen.

Suspended - Contracts that have been Suspended.

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