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Manage your membership as a client

Updated over a week ago

As a client of a business using WellnessLiving, you can use the Client Portal or the Achieve Client App to manage your memberships. You can view previous and upcoming payments for each of the memberships you own. You can also cancel your membership.

View your payment schedule

Desktop - Client Portal

To view your membership payment schedule from the Client Portal:

  1. Click My Profile > Passes and Memberships.

  2. On the Passes and Memberships page, click Options next to the membership and select Payment schedule to view the list of your upcoming payments.

    • To view previous payments, click View Past Payments.

    • To view more details about a payment, click Action and select View more info.

Mobile - Achieve Client App

To view your membership payment schedule from the Achieve Client App:

  1. Tap More > Purchases.

  2. Tap the membership, or use the Search or filter options to find the membership you're looking for.

  3. On the Purchases screen, tap Payment schedule.

Payment status icons

The following table lists and defines all payment status icons that may be displayed on a client’s payment schedule.

Icon

Name

Description

Image

Paid (Scheduled)

This icon appears next to previously scheduled payments that were successfully charged to the client.

Image

Paid (One-time)

This icon appears next to one-time payments that were successfully charged to the client.

Image

Failed

This icon appears next to payments that were unsuccessfully charged to the client.

Image

On-hold

This icon appears when a membership is placed on hold. The icon will appear with the dates of the hold at the top of the payment schedule.

Image

Skipped

This icon appears next to skipped payments on the membership payment schedule. Skipped payments are scheduled payments that are delayed until a future date.

Image

Scheduled

This icon appears next to scheduled payments that will occur in the future.

Cancel your membership

Note: The Membership Cancellation popup may show the cancellation fee and required notice period, depending on the business's policy.

To cancel your membership:

  1. Find the membership you want to cancel.

    • From the Client Portal:

      Click My Profile > Passes & Memberships > Click Cancel Membership.

    • From the Achieve Client App:

      Tap More > Purchases > Cancel Membership.

  2. On the Membership Cancellation popup:

    • Select your cancellation date (default is today).

    • Select a reason for cancellation.

    • Add notes to give the business any additional details.

  3. Click or tap Cancel Membership.

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