Managing Memberships & Packages from the Client Portal
Clients can manage their memberships and packages via 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 text campaigns and flow messages using the Client Profile Link merge tag. Clients do not need a username or password to access the client portal.
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In the client portal, clients can select Details to view their membership details, including their next billing date, remaining services, and more.
When viewing their membership details, clients can select Change to update their membership payment method.
To allow clients to cancel their membership from the client portal, you must be an Admin user. Open the Memberships app and go to Settings > Preferences > Allow clients to cancel.
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In the client portal, clients can select Details to view their package details, including remaining services and any service expiration dates.
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