💎 Ultimate+ only: This feature is available on the Ultimate+ plan.
📝 Note: Memberships are available only to businesses using Smarter Invoice.
The Memberships tab on a client profile brings together the client's subscriptions, recurring payment method, available benefits, invoices, and activity.
👉 Learn more: Membership Overview for how plans and subscriptions work together.
Use this guide in Business Web to review one client's Membership and complete common management tasks.
View Client Memberships
Open the client's Memberships
Open the client profile: Search for and select the client.
Select Memberships: Open the client's Memberships tab.
Select the subscription: Find the Membership card you want to review.
Each Membership card can show:
Plan name
Current status
Start date and next renewal date
Recurring price and billing schedule
Saved payment method
Available actions
Review subscription details
Select More Info on the Membership card to review the subscription's billing details, start information, and saved payment method.
Use the purchase and benefit history to review:
Benefit periods
Active or expired benefits
Original and remaining quantities
Benefit type and eligible item
Expiration date when available
Related Membership invoices
Unlimited benefits display as Unlimited instead of a remaining quantity.
Manage Client Memberships
Add a new membership
Click the three-dot menu in the top-right corner near the Book Appointment button
Select Add Membership
Change the recurring payment method
Open More Info: Select the client's Membership card.
Select Change: Open the saved payment-method control.
Choose a usable payment method: Select another supported saved card or add a supported new card.
Save the change: Confirm the payment method for future recurring charges.
📝 Note: Some cards that require additional bank verification can fail during a recurring charge. If this happens, ask the client to use another supported saved card.
Review Membership invoices
Open Actions: Select the relevant Membership card.
Select the invoice-history option: Review invoices connected to the subscription.
Open an invoice: Check the charge, payment status, and payment method.
Use the Activity Log to compare subscription events with the related invoice and payment history. The log can include purchase, activation, recurring charge, pause, restart, cancellation, refund, and Store Credit transfer activity.
Cancel/Pause Memberships
Click Actions on a membership card to manage the subscription:
Pause membership
Temporarily stop billing and benefitsCancel membership
End the subscription immediately or at the end of the billing period, based on your policy
💡 These actions allow you to quickly respond to client requests directly from the client profile.
For more details, see Pause and Cancel Memberships.
Track Benefits & Usage History
Benefits Overview
In the Purchase History section, you can monitor membership benefits for each billing cycle.
Each benefit includes:
Item – Service, product, add-on, or package name
Benefit Status – Active or Expired
Quantity vs. Remaining – Total credits included vs. credits remaining
Unlimited benefits will display as Unlimited
Expiration Date
For Service Credit Benefit
Displays “–” if set to On renewal
Displays a date if set to expire after a specific number of days
For Pricing Benefit
All displays “–”, as the pricing benefit will expire on renewal.
Benefit Type
Credit (service credit)
Pricing (discount)
Item Type
Service, product, add-on, or package
Redemption History
The Redemption History section shows how membership benefits have been used.
You can view:
Service or product redeemed
Date and time of redemption
Related invoice ID
Click View Invoice to open the appointment invoice where the benefit was redeemed.
This provides a complete audit trail of benefit usage.
View Membership Activity Log
The Activity Log records all key membership-related events, including:
Membership lifecycle events (purchase, pause, restart, cancellation)
Billing events (successful or failed auto-charges)
Account adjustments (refunds, store credit transfers)
Service usage (benefits redeemed)
💡 Use the Activity Log to troubleshoot billing issues, review changes, or audit staff actions.
Transfer Service Credits to Store Credit
A transfer is available only when the Membership plan permits it and the selected benefit meets the plan's transfer rules.
Open the benefit history: Find the service credit you want to convert.
Select the transfer control: Use the double-arrow icon beside the eligible remaining quantity.
Choose the quantity: Select how many eligible credits to convert.
Review the Store Credit amount: Enter an amount when the plan allows custom values, or review the locked preset value.
Confirm the transfer: Verify the amount before completing the conversion.
Transfer rules and limits:
A plan can block transfer, allow custom amounts, or allow selected credits at a preset value.
A preset value locks the Store Credit amount and sales tax during transfer.
Benefits already issued keep the transfer rule that applied when MoeGo granted them.
Unlimited benefits cannot be converted to Store Credit.
Preset-value transfer currently requires a single-price Membership.
An Expired label does not prevent transfer. Review the benefit before converting it.
After a successful transfer:
The Membership's remaining service-credit quantity decreases.
The client's Store Credit balance increases by the approved amount.
The transfer appears in the Membership activity.
⚠️ Store credit cannot exceed the service price.
If the amount exceeds the service value, you’ll see an alert:
“Credits exceed the total value of the item(s)”
Limitations
Business App cannot manage New Membership.
Clients cannot pause, restart, cancel, refund, or change the recurring payment method themselves.
A canceled subscription cannot be reactivated.
The exact event that creates every Redemption History entry can vary by workflow. Use the invoice and activity history together when investigating a mismatch.