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Dashboard

Member portal

Self-service membership portal with OTP login, tier management, credits, bookings, quick booking, and payment updates

The member portal gives your membership customers a self-service dashboard where they can view their benefits, check credit balances, manage upcoming bookings, update their payment method, and make new bookings. The portal is accessible at /member-portal.

Login

Members log in using a one-time password (OTP) sent to their email address:

  1. Enter the email address associated with their membership.
  2. Receive a one-time code via email.
  3. Enter the code to authenticate.

No password is required. The session is stored in the browser and expires after a configurable duration. The session keys are member_portal_session and member_portal_session_expiry.

Dashboard sections

Membership overview

The top of the dashboard shows:

  • Current tier name and description
  • Membership status (active, paused, cancelled, pending cancellation)
  • Billing cycle (monthly, annual)
  • Current period start and end dates
  • Tier benefits -- list of benefits included in the membership

Credits

When credits are enabled for the membership tier:

  • Current balance -- available credits
  • Credit type (dollar credits, booking credits, etc.)
  • Last renewal date and next renewal date
  • Lifetime earned -- total credits earned since membership started

Quick book

The member portal includes a Quick Book section that allows members to initiate a new booking directly from the portal. This pre-fills their information and applies membership pricing automatically.

Upcoming bookings

A list of future reservations that have not yet occurred, showing date, time, inventory, and status.

Past bookings

Completed rental history for the member.

Actions

ActionDescription
Pause membershipTemporarily suspend the membership while retaining tier and benefits. Subject to the pause policy (maximum pauses per year, maximum pause duration).
Resume membershipReactivate a paused membership. Billing resumes on the next cycle.
Cancel membershipEnd the membership. Cancellation takes effect at the end of the current billing period if cancelAtPeriodEnd is set.
Change tierSwitch to a different membership tier. Opens a tier change dialog showing available tiers and their benefits.
Update payment methodUpdate the card on file via Stripe's secure setup form. Opens a Stripe Elements payment form directly in the portal.
Log outEnd the current session and return to the login page.

Pause policy

Membership pausing is governed by the tier's pause policy:

SettingDescription
EnabledWhether pausing is allowed for this tier
Max pauses per yearMaximum number of times a member can pause per year
Max pause duration (days)Maximum length of a single pause period

The portal tracks how many times a member has paused (pause.pauseCount) and prevents pausing when the limit is reached.

Cancel policy

Cancellation is governed by the tier's cancel policy:

SettingDescription
EnabledWhether self-service cancellation is allowed
Minimum commitment monthsMembers cannot cancel before this period has elapsed

When a member cancels, their membership is flagged for cancellation at the end of the current billing period. They retain access until then.

Configuration

From your admin settings, configure membership features:

  • Tiers -- define membership levels with different benefits, pricing, and credit allocations
  • Credits -- set monthly or annual credit allocations per tier
  • Discounts -- percentage or fixed discounts per tier, applied automatically at checkout
  • Priority booking -- give members early access to availability
  • Pause and cancel policies -- configure rules for pausing and cancelling memberships
  • Billing options -- set minimum commitment periods and billing cycles
Tip

Share the member portal URL with your customers so they can manage their own accounts. Self-service payment updates reduce failed billing and churn. Pausing a membership retains the member's tier -- they do not have to re-qualify when they resume. Credits roll over or reset based on your rollover policy.

Troubleshooting

Cannot log in -- Make sure the customer is using the same email address associated with their membership. Check that the membership is active and not expired.

OTP not arriving -- Verify the email address on file. Check the spam folder. OTP emails are sent via your configured email provider.

Credits not showing -- Credits are allocated on the billing date. If the member just signed up, credits will appear after their first billing cycle.

Discount not applying at checkout -- The member must log in through the booking widget or checkout before the review step for discounts to apply. Verify the membership tier has discounts configured.

Cannot update payment method -- Check for popup blockers. The Stripe payment form renders inline in the portal.

Cannot pause membership -- The member may have reached the maximum number of pauses for the year, or the tier's pause policy may be disabled.

Cannot cancel membership -- Self-service cancellation may be disabled for the tier, or the minimum commitment period may not have elapsed yet.

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