# Manage member lifecycle and subscriptions

> PositiveForm guide · Members · MEM-004
> Canonical page: https://positiveform.com/guides/members/member-lifecycle-subscriptions/
> This Markdown: https://positiveform.com/guides/members/member-lifecycle-subscriptions.md

**Summary:** Review roster placement and subscription state and take the next allowed action. Enrollment and subscription actions preserve the member and household…  
**Who can do this:** Organization owners, Managers, Staff  
**Required access:** `members.change`  
**Where in PositiveForm:** `/members/:memberId/details`  
**Status:** Draft: not yet verified against a deployed PositiveForm build. Labels may differ.

> Draft: this guide describes the member profile redesign at docs/plans/2026-08-25-member-profile-redesign. The dedicated Subscription tab is gone; /members/:memberId/subscription now redirects to Details. It has not yet been replayed against the deployed demo.

## Who this is for

This guide is for **desk staff, managers, and owners** answering two
questions about one person: what are they paying for, and what are they
enrolled in.

Those are genuinely separate. **Roster placement is separate from household
billing.** Someone can be on a class roster without a subscription, and can be
paying for a subscription without being on a roster this term. Neither
implies the other.

You need the `members.change` permission to make changes here.

## Before you begin

- Know that money belongs to the **household**, not the member. Payment
  methods and invoices live on household billing, and a subscription connects
  a plan to the people it covers and to the profile that pays.
- Know which you actually need. If a parent asks "why was I charged", that is
  billing. If an instructor asks "is she in the Tuesday class", that is
  enrollment.
- Know that the member's own **Details** tab now shows a summary of both: it
  is where you read state and start most changes. Full subscription
  management, who pays, and invoices live on the household's Billing tab.

## Steps

1. Click **Members** in the left navigation, click the person, then click the
   **Details** tab; see [Maintain member profile and notes](https://positiveform.com/guides/members/maintain-member-profile/).

### What they are enrolled in

2. Read **Programs**. There is one row per current enrollment: the program,
   training group, and schedule. With no enrollment, the section does not
   appear.
3. Click **+ Enroll** to place them on a roster; click **End** beside a row to
   take them off one. See [Manage the enrollment queue](https://positiveform.com/guides/enrollment/manage-enrollment-queue/)
   for the full enrollment walkthrough.

### What they are paying for

4. Read **Billing**. There is one row per covering subscription: plan,
   amount, who pays, next cycle, and standing, for example **No payment
   method**. With no covering subscription, the section does not appear.
5. Click **Household** beside the section heading to reach the household's
   **Billing** tab: who pays, every subscription (covers, paid by, collection
   method, next cycle, discount), and invoices. That is where money questions
   are answered and where a subscription is created; see
   [Create a household subscription](https://positiveform.com/guides/billing/create-household-subscription/) for the full
   walkthrough.

## Expected outcome

**Details** shows this member's current state on both sides: every program
they are enrolled in, and every billing subscription that covers them, each
with its resulting state rather than a promise. A missing waiver or a covering
subscription with no payment method also appears as a required item on
**Overview**, with a count badge on the tab; see
[Maintain member profile and notes](https://positiveform.com/guides/members/maintain-member-profile/).

The boundaries hold. Enrolling somebody does not charge anybody, and nothing
on this tab moves money by itself; payment methods and invoices stay on the
household, reached through **Household** beside Billing.

## Recovery

If a subscription you expected is missing, check the household rather than
this member. A subscription covers people, and it may be attached to a
sibling's household or to a profile you are not looking at.

If a family says they are paying but the member shows no covering
subscription, follow **Household** before creating a second one. Creating a
duplicate subscription is a money-moving mistake that is harder to unwind
than to avoid.

If somebody is in class but shows no program row, they are attending without
being enrolled. Fix it through **+ Enroll** so rosters and attendance agree.

If you followed an old `/subscription` link and landed on Details instead,
that is expected: the tab was folded into Details.

If the actions are missing, your role does not carry `members.change`. You
can still read both sides.

## Related guides

- [Maintain member profile and notes](https://positiveform.com/guides/members/maintain-member-profile/) — the Details tab this guide expands
  on, and the member's Overview, where a billing or waiver gap surfaces as a
  required item.
- [Create a household subscription](https://positiveform.com/guides/billing/create-household-subscription/) — create the
  household subscription that covers this person.
- [Manage the enrollment queue](https://positiveform.com/guides/enrollment/manage-enrollment-queue/) — place them on a
  roster, or take them off one.

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Source: PositiveForm customer guides, https://positiveform.com/guides/. 
Every guide as one file for AI assistants: https://positiveform.com/llms-full.txt. 
Guide index: https://positiveform.com/llms.txt.
