How to find customers and see whose membership is expiring.
The customer list answers the daily questions: who is this, who is coming in, and who needs a renewal reminder.
- Who it is for
- Front desk staff, owners and managers
- Plan
- Every plan (Basic, Advance and Team)
Search and filter
- Open Customers (Members for gyms).
- Type a name, email or phone number in Search by name, email, or phone….
- Pick a tab: All, With upcoming booking, With active package, No package, Expiring soon or Expired.
- On Expiring soon, choose a window of 7, 14, 30 or 60 days. On Expired, choose 30, 90 or 180 days or All time.
- Click Export CSV to download the list you are looking at, for follow up calls or messages.
Keep hand picked groups
Groups are fixed lists you choose yourself, for example a launch list or a team.
- Click Member groups (Customer groups for other businesses) on the list page, then New group.
- Fill Group name, an optional Parent group and Description, and save.
- Click Manage on the group and use Add members, or add someone from the list with the row menu and Add to group.
What your customers see
- Nothing changes for customers. Filters and exports are for staff only.
Common problems
- A member with an old day pass is missing from Expired.
- Day passes and drop ins are not counted as memberships in these lists, by design.
- Someone with a pack that never expires is not in Expiring soon.
- A package with no end date never expires. Give the plan a length and fix the package with the pencil on the member profile.
- I do not see Export CSV.
- Export shows on the Expiring soon and Expired tabs, for roles that can manage customers.
Related guides
More in Customers and members, or start with the getting started guide. Still stuck? Contact us.