{"id":158222,"date":"2026-10-25T13:24:20","date_gmt":"2026-10-25T13:24:20","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/manage-subscriptions-view-search-client-subscriptions\/"},"modified":"2026-11-12T07:34:17","modified_gmt":"2026-11-12T07:34:17","slug":"manage-subscriptions-view-search-client-subscriptions","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/manage-subscriptions-view-search-client-subscriptions\/","title":{"rendered":"Manage Subscriptions: View and Search Client Subscriptions"},"content":{"rendered":"
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A subscription<\/strong> is a paid period on a client’s membership. It is created automatically when a membership or renewal invoice is paid, and it has a start date, an end date, a price, and an invoice number. The plan’s credits are granted along with it. Each client has one membership and can have multiple subscriptions on it.<\/p>\n

This guide explains how to view Clients’ subscriptions in Manage Subscriptions<\/strong><\/a>, how to search and filter them, how to view subscription details, and where subscriptions appear on the client page and the invoice.<\/p>\n

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Required permissions<\/span>Manage Memberships<\/strong>, which you set in Roles<\/strong><\/a>.<\/span><\/div>\n
How to access<\/span>Direct link: Manage Subscriptions<\/strong><\/a>. Or from the main menu: Memberships<\/strong> > Manage Subscriptions<\/strong>.<\/span><\/div>\n<\/div>\n
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Article contents<\/p>\n

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  1. View the subscriptions list<\/strong><\/a><\/li>\n
  2. Search and filter<\/strong><\/a><\/li>\n
  3. View subscription details<\/strong><\/a><\/li>\n
  4. Where else do subscriptions appear?<\/strong><\/a><\/li>\n
  5. Important notes<\/strong><\/a><\/li>\n
  6. Frequently asked questions<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    View the subscriptions list<\/h2>\n
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    1. From the main menu, click Memberships<\/strong>, then Manage Subscriptions<\/strong><\/a>.<\/li>\n
    2. All subscriptions appear, newest first.<\/li>\n<\/ol>\n\n\n\n\n\n\n\n\n\n
      Column<\/th>\nContent<\/th>\n<\/tr>\n
      ID<\/strong><\/td>\nThe subscription number.<\/td>\n<\/tr>\n
      Client Information<\/strong><\/td>\nThe client’s name and number.<\/td>\n<\/tr>\n
      Package<\/strong><\/td>\nThe subscription plan.<\/td>\n<\/tr>\n
      Start Date<\/strong> and End Date<\/strong><\/td>\nThe subscription period.<\/td>\n<\/tr>\n
      Invoice Number<\/strong><\/td>\nThe subscription invoice.<\/td>\n<\/tr>\n
      Amount<\/strong><\/td>\nThe subscription price.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Next to each subscription, you can click View<\/strong> or Delete<\/strong>. You can’t add or edit a subscription from this screen; a subscription is created only when an invoice is paid.<\/p>\n

      Search and filter<\/h2>\n\n\n\n\n\n\n\n
      Filter<\/th>\nUsage<\/th>\n<\/tr>\n
      Client<\/strong><\/td>\nThe subscriptions of a specific client.<\/td>\n<\/tr>\n
      Packages<\/strong><\/td>\nSubscriptions to a specific package.<\/td>\n<\/tr>\n
      Start Date<\/strong> From \/ To<\/td>\nSubscriptions that started within a period, such as this month’s subscriptions.<\/td>\n<\/tr>\n
      End Date<\/strong> From \/ To<\/td>\nSubscriptions that end within a period, to keep track of upcoming renewals.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      You can also sort by Client Name (alphabetical)<\/strong> or Creation Date<\/strong>.<\/p>\n

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      Example<\/p>\n

      To find the Clients whose subscriptions end next month, select End Date<\/strong> from the first day of next month to the last day.<\/div>\n<\/div>\n

      View Subscription Details<\/h2>\n

      Click the subscription or View<\/strong>, and the Membership Subscription<\/strong> page appears. It shows the Client with a View Profile<\/strong> link, the Package<\/strong>, the Start Date<\/strong> and End Date<\/strong>, the Subscription Value<\/strong>, the Invoice Number<\/strong>, and the Invoice Date<\/strong>. From this page, you can Delete<\/strong> the subscription.<\/p>\n

      Where Else Do Subscriptions Appear?<\/h2>\n\n\n\n\n\n\n
      Location<\/th>\nWhat Appears<\/th>\n<\/tr>\n
      Client page<\/strong> > Membership<\/strong> tab<\/td>\nThe Client’s membership and its subscriptions.<\/td>\n<\/tr>\n
      Invoice page<\/strong> > Membership Subscriptions<\/strong> tab<\/td>\nThe subscriptions created from the invoice, with View All<\/strong>.<\/td>\n<\/tr>\n
      Membership Subscription Report<\/strong><\/a><\/td>\nSubscriptions within a period, with totals.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Important Notes<\/h2>\n