✨ Please note: The Membership feature is only available on the Standard Plan and above, using Stripe as their integrated payment provider
If you'd like to generate a visual list of your members (rather than exporting a CSV file), you can easily filter and display this information directly on Bookwhen.
This article covers:
How to generate the search
Select Customers from the left-hand menu:
Filter your search by membership by selecting the relevant ones from the Filter by section:
Press Add to apply the filter.
Once the 'Memberships' box appears in the filter section, click into the field:
Select the membership types you wish to display. For example, you might choose Monthly, Yearly, or any other membership plan you have set up.
You can add multiple membership types by clicking into the box again and selecting additional options.
Once you’ve selected your membership types, select Search to generate and display the filtered list.
The page will update to display the filtered members that match your selection criteria. This visual list allows you to review key details at a glance, such as member names, contact information, and membership status.
Further filtering
If you wish to refine the list even further, you can use additional filters, such as Active status, to keep track of who currently has access to your services.
To do this, select Membership status from the Filter by drop-down list:
Then press Add. From here, you can select the status type, such as Active, Cancelled, Due to cancel, and Payment failed:
Alternatively, you can search by individual membership number by selecting Membership number from the Filter by drop-down menu, then typing the membership number into the field.
Saving or exporting the list
If you decide that you would like to save the list for future reference, you can still export it as a CSV.
To do this, select the Options drop-down menu, then Export customers (CSV):
This will then download the list, which you can open in your spreadsheet software of choice (e.g., Excel, Google Sheets, etc.).
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