Managing Memberships & Packages from the Client Portal
This article covers how to manage memberships and packages from the client portal.
Clients can access the client portal from their automated messages, and you can also add a link to the client portal to your flow messages using the Client Profile Link merge tag. Clients do not need a username or password to access the client portal.
Link copiedManaging memberships from the client portalLink copied
In the client portal, clients can select Details to view the details of their membership, including their next billing date, how many services are remaining, and more.
Clients can select Change to update their membership payment method.
To allow clients to cancel their own memberships from the client portal, open the Memberships app and go to Settings > Preferences > Allow clients to cancel.
Link copiedManaging packages from the client portalLink copied
In the client portal, clients can select Details to view the details of their packages, including remaining services and any service expiration dates.
Can't find what you're looking for?
with us to talk to a real person and get your questions answered, or browse our on-demand videos.