The Memberships Dashboard gives you a quick view of your membership program: how many active members you have, how much in dues is coming in from renewals, who is expiring soon, and which members need follow-up because a renewal payment failed or is likely to fail.
To open it, go to Memberships and select Dashboard. To edit membership settings or members, select Manage Memberships.
Filter What You See
Use the controls at the top of the page to set what the dashboard shows:
Memberships: View all memberships or select a single membership. The menu shows how many memberships currently have members.
Looking ahead: Choose how far ahead to look for renewals and expirations: 30 days, 60 days, 90 days, 6 months, or 12 months. The summary cards, the Not renewing list, and the By membership table all update to match.
Members on shorter plans count: Choose how to count members on plans that renew more than once a year, such as a monthly or quarterly payment plan.
Once: Each member is counted once, in the month of their next renewal.
Every charge: Every scheduled charge is counted, including repeat charges on shorter plans. For example, if a member renews every 3 months and their next renewal is in November, they're also counted 3 months and 6 months later, in February and May. This lets you project your dues further into the future.
The As of date shows when the figures were calculated.
Summary Cards
Active members: Your total current members, split into those set to renew and those not renewing.
Renewing in the next [period]: The total dues expected from members with auto-renew on. Below the total, you'll see how many members (with Once) or scheduled charges (with Every charge) it includes.
Expiring in the next [period]: How many memberships end in the window without renewing, and the dues you would miss if they don't renew.
Needs attention: The number of members who need follow-up: those set to renew with nothing usable to charge, plus renewal charges that failed in the last 90 days. This card is highlighted when the count is above zero.
Upcoming Renewals and Expirations by Month
This bar chart shows the next 12 months, with each month split into Renewing (auto-renew on) and Expiring (not renewing). The note under the chart title tells you which counting option is selected:
Once: "Each member counted once, in the month of their next renewal." A member on a quarterly plan whose next renewal is in November appears only in November.
Every charge: "Every scheduled charge, including repeat charges on shorter plans." The same quarterly member appears in November and again in each month they're scheduled to be charged after that, such as February and May.
Select a month to see the members in it. Busy months stand out, which helps you plan renewal reminders ahead of time.
What Needs You
This section sorts members into four lists so you know where to follow up. Each list shows its total and a preview of the first few members, with the member's name, their membership and how often it renews, the date, and the amount. Select See all to view everyone in a list.
Payment failed: Renewals declined in the last 90 days, shown as lapsed. The renewal charge didn't go through, so auto-renew was turned off and the membership ended. The date shown is when the charge failed. Reach out to these members to update their payment method and rejoin.
Will fail: Members set to renew who have nothing usable to charge. They have no card or bank account saved, or their saved card has expired or was declined. The date shown is their upcoming renewal date, so contact them before then and ask them to update their payment method.
Not renewing: Memberships ending within the look-ahead window, with the total dues at stake. Auto-renew was turned off by the member or an admin, or the membership has no renewal schedule. These members are good candidates for a renewal reminder.
Renewing soon: Members renewing automatically in the next 30 days, with the total expected. No action is needed. They are charged on the renewal date to the payment method on file.
By Membership
The table at the bottom breaks down the look-ahead window by membership. Each membership is labeled with how often it renews, such as Annually or Monthly. For each membership, you'll see:
Price: The dues amount and how often it's charged, such as annually or monthly.
Active: The number of current members.
Renewing: How many renewals are coming up and the dues expected from them.
Expiring: How many members are expiring and the dues at risk.
Needs attention: How many members need follow-up. A dash means none.
Select View members to open that membership's member list. The Total row adds up all memberships shown, and its totals match the summary cards.
Memberships with no active members are hidden by default. Select Show them below the table to include them.
