Memberships in MoeGo help you build stronger client relationships by offering recurring plans with built-in benefits, automated billing, and flexible renewal options.
π Learn more: Membership Overview
This Membership feature is currently in beta and available by invitation only.
If you have any questions, please contact your Account Manager directly!
This article explains how to manage individual client memberships in MoeGo.
The Client Profile β Memberships tab is the central place to view and manage a clientβs memberships.
From here, you can:
Check membership status and renewal details
Review billing and payment methods
Track benefit usage and redemption history
Pause, restart, or cancel memberships
This allows your team to quickly respond to client questions and manage subscriptions without switching between multiple pages.
View Client Memberships
Navigate to the Client Profile, then open the Memberships tab.
To add a new membership for this client:
Click the three-dot menu in the top-right corner near the Book Appointment button
Select Add Membership
Membership Cards Overview
At the top of the page, youβll see a membership card for each subscription associated with the client.
Each membership card displays key details at a glance:
Plan Name
The membership plan the client purchasedStatus & Renewal
Current status (Active, Paused, Scheduled, or Canceled) and the next renewal dateMore Info
Hover to view additional subscription detailsActions
Click to manage the membership
View Detailed Membership Information
Click More Info on a membership card to view detailed subscription data, including:
Billing Details
Price, billing cycle, and billing scheduleMembership Timeline
When the membership was requested and when it startedPayment Method
The card currently used for recurring billingChange Payment Method
Update the card on file directly from this panel by clicking on "Change"
Perform Quick Membership Actions
Click Actions on a membership card to manage the subscription:
View invoice history
See all invoices associated with this membership
Pause membership
Temporarily stop billing and benefitsCancel membership
End the subscription immediately or at the end of the billing period, based on your policy
π‘ 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 β Service, product, add-on, or package name
Benefit Status β Active or Expired
Quantity vs. Remaining β Total credits included vs. credits remaining
Unlimited benefits will display as Unlimited
Expiration Date
For Service Credit Benefit
Displays βββ if set to On renewal
Displays a date if set to expire after a specific number of days
For Pricing Benefit
All displays βββ, as the pricing benefit will expire on renewal.
Benefit Type
Credit (service credit)
Pricing (discount)
Item Type
Service, product, add-on, or package
Transfer Service Credits to Store Credit
For service credit benefits, you may see a double-arrow icon under Remaining.
Click this icon to transfer unused service credits into store credit.
You can:
Select the quantity to transfer
Manually adjust the store credit amount
β οΈ Store credit cannot exceed the service price.
If the amount exceeds the service value, youβll see an alert:
ββCredits exceed the total value of the item(s)β
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)
π‘ Use the Activity Log to troubleshoot billing issues, review changes, or audit staff actions.










