Managing a membership themselves
What a member can see and change from their own page — what's left this month, the card it bills, and the cancel button you'd rather they didn't need.
2 min readUpdated August 17, 2026
"How many of my facials are left, and when does it come out?" Two questions, asked at the busiest moment of the day, about information the client already has access to.

What's on the page
Tapping Manage on a membership opens it. The panel at the top is the facts somebody rings up to ask:
| Field | What it shows |
|---|---|
| Price | What it costs and how often — $99.00 · Monthly |
| Next billing | The date the next payment is due |
| Current period ends | When this cycle closes |
| Payment | Whether it bills automatically or is collected by hand |
| Card on file | Whether there's a card, or None |
Below that, What's included — one row per thing the membership entitles them to, with how many are left of how many, and when they expire. An entitlement that's already expired is struck through rather than hidden, so nobody is left wondering whether it was ever there.
Changing the card
Payment method lets them add a card or replace the one on file. It goes to Stripe the same way every other card does, so the number never reaches your salon or your screen — you see that a card exists, and its last four digits.
This is the quiet win of the whole page. A membership that fails to bill because a card expired is a membership somebody has to chase; a member who can fix it from their phone at eleven at night usually does.
Cancelling
Cancel membership is there, for an active or paused membership, and it does what it says. Before it goes through, the page states the two things a member needs to know: cancelling is immediate and can't be undone, and anything already included stays usable until it expires.
There's no pause on their side and no downgrade — those are conversations, and a client who asks for one is a client you can usually keep.
Common questions
What can a member see?
The price and how often it bills, the next billing date, when the current period ends, whether it bills automatically or by hand, whether there's a card on file, and what's left of what's included.
Can they change the card it bills?
Yes — Payment method on that page adds or replaces the card, and the number never reaches you.
Can they cancel?
Yes, if it's active or paused. The page warns that cancelling is immediate and can't be undone, and that anything already included stays usable until it expires.
Does cancelling refund anything?
No. It stops the next bill. What they've already paid for stays theirs until it expires, which is why the page says so before they confirm.
Can they pause it instead?
Not from their side. Pausing is something you do — a client who asks to pause is a conversation, and usually a better outcome than a cancellation.
Can they join a membership from the portal?
No. The portal manages what they already have. Starting one is done with you.
Related articles
- What your clients seeClient portal · The passwordless page behind every appointment message — confirming, moving, cancelling, and asking a question — plus what it deliberately won't let them do.
- What a membership isMemberships · Three words that get used interchangeably and shouldn't be — plan, membership, and the credit a member spends when they sit down.
- Pausing and cancellingMemberships · Ending a membership without ending the relationship — the difference between a pause and a cancellation, and what happens to credit on the way out.
Can’t find what you’re looking for?
Book a 20-minute walkthrough and we’ll answer it on a screen share — or start free and try it on your own salon’s data.