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Where to find this: Client Profile → Products tab

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What it shows

Every product this client has ever purchased:
  • 📦 One-Time Payments - Single purchase products (e.g., “Elite Class Trial Session”)
  • 🔄 Subscriptions - Recurring memberships (e.g., “Month to Month Rising Stars Membership”)
  • 🔑 Access Codes - Digital access products (e.g., program unlock codes)
Each product card displays:
  • Product name
  • Product type badge (Subscription / One-Time)
  • Amount (e.g., “$10.00” or “$125.00/month”)
  • Date created (when they purchased)
  • Purchase count indicator (● 1 = one purchase)
Client Products Pn

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Filter tabs

Narrow the view to specific product types:
FilterWhat it shows
All ProductsEverything (default)
One-Time PaymentOnly single-purchase products
SubscriptionsOnly recurring memberships
Access CodesOnly digital access products
Sort dropdown: Change from “Recent” to other sorting options (if available)

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Manually adding products

Give a client access to a product without them paying:
1

Click + Add Product

Top-right corner of the Products tab.
2

Search for product

Type product name in the search bar.
3

Select product

Click the product you want to grant them.
4

Confirm

Client now has access to that product (appears in their Products tab).
No payment collected when you manually add products. Use this for:
  • Complimentary memberships
  • Staff/family member access
  • Makeup sessions after issues
  • Trial period access

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Common uses

  1. Click Subscriptions filter tab
  2. Look for products with “Active” status
  3. Check amount to see monthly billing
Example: “Hybrid Rising Stars/Elite 5 Credit Package - 125.00/month"=They′repaying125.00/month" = They're paying 125/month for this membership.
  1. Click One-Time Payment filter tab
  2. Look for trial product name (e.g., “Elite Class Trial Session”)
  3. Check date created to see when
Use case: Converting trials to paid members—see if they bought trial, then check Subscriptions to see if they upgraded.
  1. Click + Add Product
  2. Search for the program product
  3. Select and confirm
They now have access in their Athlete Portal without paying. Useful for beta testing or VIP perks.
Look at the purchase count indicator (●):
  • ● 1 = Purchased once
  • ● 2 = Purchased twice (or resubscribed)
Rare to see more than 1 for subscriptions (they just renew), common for one-time products (repeat buyers).

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What you CAN’T do here

The Products tab is primarily view-only. To take action:
Action NeededWhere to Do It
Cancel subscriptionStripe
Refund purchaseStripe
Change product pricePayments → Products → Edit product
See payment historyTransactions tab (financial details)
Think of Products tab as “What they own”, not “How they paid”. For payment details, use Transactions tab.

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Empty products tab?

If you see no products, this client has:
  • Never purchased anything
  • Only booked free sessions (no paid products)
  • Paid for sessions directly without products
Next step: Either:
  • Manually add a product to give them access
  • Wait until they purchase something through checkout
  • Check if they’re using a different account (Family tab)

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Pro tips

Recent sort default: Products tab sorts by “Date Created” newest first. If looking for something from a year ago, scroll or use search. Product vs Transaction difference:
  • Products tab = What they have access to
  • Transactions tab = Financial record of payments
A client can have a product (manual grant) without a transaction (no payment). Access Codes rare? Most coaches don’t use Access Codes unless they’re selling digital-only content. It’s okay if you never see this type.

Subscriptions

Active memberships and billing status

Transactions

Payment history and revenue tracking

Credits

Credit balance from products