The Plans tab inside a customer’s profile gives you a quick history of the plans that customer has purchased or joined.
This can include:
Memberships
Packs
Leagues
The customer profile is useful for confirming what they purchased or are currently a member of, but it is not where you manage or review the full details of that specific plan.
How to View More Details
To see information such as a customer’s remaining credit balance, open the plan itself.
Step 1: Go to Plans
Click Plans in the top menu bar.
Step 2: Choose the Plan Type
In the left sidebar, select the appropriate section:
Memberships
Packs
Leagues
Step 3: Find the Plan
Find the specific Membership, Pack, or League the customer belongs to.
Step 4: Open the Customer List
Click the plus (+) action button for that plan.
Depending on the type of plan, the button may be labeled:
Members
Customers
Registrants
Step 5: Find the Customer
Search for the customer and click their name.
A side sheet will open with additional information about that customer’s participation in the plan.
Use the tabs within this side sheet to review details such as their current credit balance and other plan-specific information.
Customer Profile vs. Plan Details
Think of the Plans tab in the customer profile as the customer’s plan history — it tells you what they have purchased or joined.
To see the actual details of their Membership, Pack, or League, including available credits, always open the specific plan from Plans in the top menu bar and then open that customer from the plan’s member, customer, or registrant list.