To view the status of a membership head to Clients > select the client profile > scroll to the 'Memberships' section.
​Here you will be able to see the status of the membership. All memberships have 5 possible statuses:

If the membership has an 'Active' status this means no action is required and the membership is now active. On the membership it will state 'No action is required' this is then informing you that nothing else is needed from you or the client as the membership is in an 'Active' state.

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With an 'Active' status the options you can select from the three dots are 'Edit', 'Record payment' or 'Cancel'.

On the client profile, if you scroll down to the 'Payment methods' section on any 'Active' membership the direct debit payment will be listed there with the status 'Active'.

If the membership has a 'Needs attention' status this means that an action is required on this membership in order to make the membership 'Active'.
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There are 6 different attention reasons that could appear:

You will be able to 'Edit any membership in the 'Needs attention' status by selecting the three dots > 'Edit'. You can edit the Membership type, the rate and the end date. If the membership has already started you will not be able to change the start date.

If the membership is showing the reason of "Setup fee is unpaid", this means that the pro rata amount or joining fee needs to be paid on the membership order linked to the membership. To do this expand the membership on the client's profile and select "Got to order" in the "Associated order" section or select the three dots > pay setup fee...

This will take you straight to the membership order where you can take the payment. Once the membership order is paid for and checked out the status of the membership will then update.

Please note: if you do not want the client to pay for the set up fee on this occasion then discounting the membership order is the only way to bypass the set up fee. To do this head to the membership order and select "Discount" option, here you can select the discount to apply to the order. If you were to “cancel” the membership order rather than discounting this would cause issues as the status of the membership on the client profile will be stuck in ‘Set up fee unpaid’ and there is then no way to change this status. You would have to add a new membership to the client profile.

If the membership is showing the reason "No mandate has been provided", this means that the membership type has "Auto payments" enabled in the Options section of the membership type settings but a payment method has not yet been associated to the membership...

To add a payment method to the membership you can select the three dots > Request payment method. This will then send an email to the email address associated to the client so they can provide the payment details. Once this is done, the payment details will then be displayed on the membership in the 'payment method' section and the membership status will update.

Please note: if the membership is an auto-payment membership (so will require a payment method), if you record payments on the membership instead, the membership will still remain in "No mandate has been provided" status if there is still a "next billing date" because the membership will not be able to update from that status until payment method is provided. If you do not want a payment method to be provided for this membership type then "auto-payments" should be toggled off in the membership types settings page.

If the membership is showing the reason "Mandate has been revoked" this will mean that the payment method attached to the membership has been revoked. The only way to update the status is to send out a new request payment method email to the client, to do this select the three dots > Request payment method. This will then send an email to the email address associated to the client so they can provide the payment details. Once this is done, the payment details will then be displayed on the membership in the 'payment method' section and the membership status will update.

If the membership is showing the reason "Payment failed" this will mean that the most recent attempt to automatically charge failed. You will be able to see the failed charge as it will show as "Failed" on the list of charges and you will be able to see the reason for the failure there. This can be for various reasons such as not enough balance, expired card, refused etc.

To retry the payment select the three dots > Retry payment. The payment will then be retried, if the attempt fails again it will remain as "Payment failed", if successful the status of the membership will update.

If the membership is showing the reason "A payment was disputed", this will mean that the customer has disputed this payment from being taken therefore, the payment has been rejected.

If the membership is showing the reason "Manual payment outstanding", this will mean that there is an outstanding manual payment on this membership. In order to record the payment you will need to select the three dots > record payment...

A pop up will then appear where you can select how this payment is being made. You can select from the manual payment types you have created in your settings. You can select the payment type > record £___...

Once this has been recorded, the payment will appear in the "charges" section and the status of the membership will update.

If the membership has a 'Cancelled' status this means that the membership has been cancelled by a user in Trybe.
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Once the membership has been cancelled there is nothing else that can be done. A new membership will need to be created for this client if they want a membership as the billing for this membership has stopped.

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Any membership in an 'Active' or 'Needs attention' status can be cancelled at any time.
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To cancel a membership select the three dots on any membership > Cancel.
When you do this a warning sign will appear and you will be able to select either 'Yes, cancel membership' or 'No, go back'. Therefore, there is opportunity for you to rethink your choice to cancel the membership.

Once the membership has been 'Cancelled' you can archive this membership if you would prefer. To do this select the three dots > Archive. This will then remove it from the client's profile.

If the membership has an 'Expired' status this means that it has reached it's end date. The membership has an end date that is in the past so the membership is no longer 'Active'.
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Once the membership has 'Expired' there is nothing else that can be done. A new membership will need to be created for this client if they want a membership as the billing for this membership has stopped.

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If you want to you can archive this membership you by selecting the three dots > Archive. This will then remove it from the client's profile.

If the membership has an "Upcoming" status, it means the start date of the membership is in the future and the membership hasn't started yet...

This status will appear on the membership if the start date in the future has been manually selected when adding the membership to a client profile. Or if you have set up a presale membership and a client signs up to this.