Manage a subscription

View, pause, change plan, refund, or cancel a member’s subscription from their Member Detail page.

The Member Detail page is the single place to view and manage everything about a member’s subscription — status, billing, linked users, payments, and full history.

Where to find it

From the Memberships area, open a member to land on their Member Detail page. At the top you see:

• Status (Active, Past due, Paused, Cancelled, and so on)
• Membership and plan
• Period and base price
• Current billing start and end dates (where applicable)

Below that: Linked users, Application forms, Linked add-ons, Payment history, and a full Membership history timeline.

Migrated members may show a yellow Migrating badge (for example, Pending payment info or Pending renewal).

Quick actions

Open the ••• menu at the top right of the page to access:

Action	What it does
Pause payment collection	Pause indefinitely or until a chosen resume date. A badge shows when paused.
Resume membership	Available when collection is paused.
Change plan	Switch to any active plan across memberships. Effective immediately; may prorate.
Cancel membership	Cancel at period end or immediately. Don’t cancel undoes a scheduled cancellation.
Edit billing details	Opens the member’s customer portal in a new tab to update payment methods.

Payment history and refunds

In Payment history, click any invoice row for options:

• View invoice — opens the invoice.
• Refund invoice — enter a partial or full amount and an optional reason. Sailia shows the maximum refundable amount and the total refunded to date.

Status badges shown here include: Paid, Pending, Failed, Refunded, Partially refunded, Cancelled.

Linked users, forms, and add-ons

Section	What it shows
Linked users	Every user attached to the subscription — useful for family or team plans. Use View form to open per-person forms.
Application forms	Plan-level forms (waivers, declarations) completed for the subscription.
Linked add-ons	Each add-on with unit price, quantity, and total.

Membership history timeline

Every important event is logged: instance creation, status changes, approvals, plan changes, invoice creation and payments, payment failures, refunds, pauses, resumes, and cancellations. Many entries include quick actions like View invoice.

Status glossary

Status	What it means
Active	In good standing and billing normally.
Past due / Unpaid	Last payment failed; system retries and notifies per configuration.
Paused	Payment collection is paused, with or without a resume date.
Cancelled	Ended. A future date shows as a yellow Cancels DD MMM badge.
Requested	Member applied; the approve/decline banner appears at the top.
Migrating — Pending payment info	Waiting for the member to add a payment method.
Migrating — Pending renewal	Will start billing on the normal renewal date.
Will not renew	Migration aborted; current term ends without renewal.

Related guides

Membership notifications

Renewal reminders and payment failure emails.

Migrate existing members

Move legacy members onto Sailia without losing continuity.