As a client, you can view previous and upcoming payments for each of the memberships you own. For more information about payment schedules, see Understanding a client’s payment schedule.
Desktop - Client Portal
View a membership payment schedule
To view your membership payment schedule from the Client Portal, follow these steps:
In the top menu, click My Profile.
Click the Passes and Memberships tab.
On the Passes and Memberships page, find the membership for which you want to view the payment schedule. Use the Search option or filter the list to easily find the membership.
Click the Options button next to the membership.
Click Payment schedule. The payment schedule for the membership will list your upcoming payments.
To view previous payments, click View Past Payments.
To view more details about a payment, click the Action buttonand select View More Info.
Mobile - Achieve Client App
View a membership payment schedule
To view your membership payment schedule from the Achieve Client App, follow these steps:
Tap the My Profile tab.
On the profile menu, tap Purchases.
Use the Search option or filter the list to find the membership you’re looking for.
To filter by membership types, tap Store Items and select the appropriate pass or membership filter(s), then tap Apply.
To filter by status, tap Status and select the appropriate status filter from the list (All, active, or inactive), then tap Apply.
To search for a membership by name, tap the search field and type the name of the membership.
Tap the membership.
On the membership page, tap View payment schedule. The payment schedule for the membership will list your upcoming payments.
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 |
Paid (Scheduled) | This icon appears next to previously scheduled payments that were successfully charged to the client. | |
Paid (One-time) | This icon appears next to one-time payments that were successfully charged to the client. | |
Failed | This icon appears next to payments that were unsuccessfully charged to the client. | |
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. | |
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. | |
Scheduled | This icon appears next to scheduled payments that will occur in the future.
|