Manage member lifecycle and subscriptions

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.

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 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 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.

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 — 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 — create the household subscription that covers this person.
• Manage the enrollment queue — place them on a roster, or take them off one.