Learn how to read the Memberships Overview, your membership program at a glance, and how to find any membership or member.
What This Video Covers
Reading the summary cards — Active Memberships, Monthly Recurring Revenue, Renewals in 30 days, and Past Due.
Reading the lists — Upcoming Renewals, Membership Status, and Recent Members.
Finding a membership — Search and filter the Memberships list, and see your members on the Members page. Learn more →
Support — Message our team from the chat bubble in your dashboard. Learn more →
Video Transcript
Video Transcript
Welcome to Prahsys Tutorials. In this tutorial, you'll learn how to read the Memberships Overview: its summary cards, its lists, and how to find any membership.
The Memberships Overview opens on the home page, under the Memberships tab. It shows your membership program as of today, so you always know where it stands. Along the top, Active Memberships counts the memberships billing on schedule. One member can hold more than one, so it can be higher than your member count. Monthly Recurring Revenue is your steady monthly run rate: every plan is turned into a monthly amount and added up, so a yearly plan counts as one twelfth of its price each month. Renewals in 30 days shows what's about to bill in the next month. Past Due flags memberships with a failed or missed payment, so you know who to follow up with. For more detail, hover the info icon on any card.
Below, Upcoming Renewals lists the next memberships to bill, soonest first, with how many days until each one. Membership Status shows how many are active or past due, and the average revenue per active member. Recent Members shows the latest members to join. Click any row to open that membership.
To find any membership, click Memberships in the sidebar. This list shows every membership, with its plan, status, and next bill. Use the search bar to look one up by customer name, email, ID, or description. To see only memberships with a certain status, such as Active or Past Due, click Filter, choose one, and click Apply. To see the people rather than the memberships, open Members, under Memberships in the sidebar. It lists everyone with a membership, with their contact details. That's how to read the Memberships Overview in Prahsys. If you have questions, click the chat bubble in the bottom corner, then Send us a message. Our support team is happy to help. Thanks for watching Prahsys Tutorials.
Quick Steps
Read the summary cards
Open the Memberships tab on your home page. The Memberships Overview shows your program as of today; the date switcher on the Payments tab doesn't change it. Hover the info icon on any card for a full explanation.
Active Memberships — Memberships billing on schedule. It counts memberships, not people, so one member with two memberships counts twice.
Monthly Recurring Revenue — Every active membership converted to a monthly amount and added up. A yearly plan counts as one twelfth of its price each month. It's a steady run rate, not the exact amount collected this month.
Renewals in 30 days — Active memberships whose next bill falls within the next 30 days.
Past Due — Memberships with a failed or missed payment. To bring one current, update the member's payment method. Learn more →
Read the lists
Upcoming Renewals — The next memberships to bill, soonest first. Each shows the member, the plan, the amount, and when it bills (for example in 5d, Due today, or Overdue). Click View all for the full list.
Membership Status — How many memberships are active and how many are past due, plus the average monthly revenue per active membership.
Recent Members — The newest memberships, with the member, the plan, the date added, and the amount. Click View all members for the Members page.
Click any row in these lists to open that membership. Learn more →
Find a membership
Click Memberships in the sidebar. The list shows every membership, with its ID, Customer, Plan, Status, Next Bill, Recurring Amount, Frequency, and Created date.
To look one up, use the search bar. Choose what to search by (Description, ID, Customer name, or Customer email), then type.
To see only certain statuses, click Filter, choose Active, Past Due, Cancelled, or Not Started, and click Apply. Click Clear to see every membership again.
To see the people rather than the memberships, open Members under Memberships in the sidebar. It lists everyone with a membership, with their email, name, phone number, and date of birth.
Quick Tip: Your home page can show a Memberships tab, a Payments tab, or both, and it opens on one of them. To add a tab or change which one opens first, contact Prahsys Support.
Need Help? Contact Prahsys Support at [email protected] or call 1 (833) 222-6834.