How to view membership expiration dates in the members table instead of individual records?
Hi everyone I have a couple of high priority issues that my customer needs to manage their members. I've searched the Slack threads and help docs and I'm surprised no one has run into it before.
- Expiration: I have a custom field set up for legacy expiration for a free plan. The only way to see when a membership expires is to view an individual record, not on the members table. For paid membership, you have to view the Plans & Permissions tab to see expiration. Is there a workaround for this where I can see expiration on the members table?
- Expiration notification emails: I don't see a way to set up an email notification for when plans expire. If this needs to be a manual process, what I covered in #1 above is even more crucial for my customer. Any suggestions on automating this?
- Sorting the members table: I'm really surprised no one has asked for this. You can only filter the table. Basically any alpha or date columns. For my customer's use case, they have to reconcile members with their parent organization by way of Excel spreadsheet. It's not practical to search/filter one-by-one so it would be nice to sort by name or email address, etc.
Thanks in advance for your help!
Comments
5 comments
For this, is possible that you can create a workaround to filter your users by using Stripe Subscriptions Dashboard, because all paid members are created in Stripe as well.
You can see in the status columns what subscribptions are cancelled or to be cancelled after the current period ends. Also you can export the data to csv and use more flexible filtering by using Excel.
Thanks Raquel -- Unfortunately this won't work for them because membership is not set as a recurring subscription. Our memberships are set up as a one-year plan. Members renew by purchasing another term.
I see. Ideally you could have set up the membership as yearly recurring. That way you could have filter that information in Stripe.
Another option you could do is to save your membership information in a spreadsheet using the member.plan.add webhook. It won't work for your existing memberhips, only for new purchases.
I appreciated Raquel's responses but they won't fit my client's scenarios for quite awhile.
Sorry about that. What I would do in your case is export all transactions made for this year, make sure they are from unique clients, from the date of the transaction add a year to it, to match their supposed expiration date.
With that data, i could automate the sending email operation by setting a Cron job that would run every day using Make that will send an expiration email.
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