Managing memberships and payments can be time-consuming when the information is spread across different sections. The CRM brings all transactions from the Memberships section together in the Payments section, giving you a single view of all activity. This makes it easier to track both one-time and recurring payments in one place.
Transactions
All membership-related transactions can be viewed under the Transactions tab within the Payments section. The Membership filter lets you track and sort membership payments with ease. This works for both one-time payments and recurring membership fees.
Remember to click Apply to activate the filter.
Subscriptions
Any subscriptions created in the Memberships section appear automatically under the Subscriptions tab within the Payments section. This lets you keep an eye on ongoing memberships and recurring payments without switching between sections. Remember to click Apply to activate any filters here as well.
Products
Every offer or pricing plan created within the Memberships section appears as a Product/Price listing under Payments. This gives you a complete view of all membership offers and their associated pricing details.
With transactions, subscriptions, and products all consolidated under the Payments section, managing memberships is much more straightforward. You can track and filter payments efficiently, making things easier for both you and your members.