The Memberships tab is the health check on your recurring revenue: how many members you have, what they are worth each month, who is drifting, and who has stopped paying.
Deep link: https://business.petboost.com/reporting-and-intelligence?tab=memberships
The tab only appears once your business has at least one membership plan. It is on-demand, so it loads nothing until you ask.
Run it
- Open Reporting & Intelligence and select the Memberships tab.
- Select Load Membership Data.
The headline numbers
| Stat | What it tells you |
|---|---|
| Active Members | Distinct pet owners on an active or past-due membership, and how many plans they are spread across |
| Monthly Recurring Revenue | Every active membership converted to a monthly figure and added up, with the average per member |
| Net Change (28d) | Joins minus cancellations over the last 28 days, with both numbers underneath |
| At Risk | Past due plus paused, with each number underneath |
Monthly Recurring Revenue normalises weekly and fortnightly plans to a month, so a weekly plan is not understated next to a monthly one.
Net Change (28d) is the number to watch. A membership base can look healthy on the headline count while quietly losing more members than it gains.
Filter by status
The chips under the stats filter the member list. Each carries its own count.
- All
- Active
- Past Due, where the last payment failed
- Paused, where the member has stopped the plan temporarily
- Pending, where the member has signed up but the plan has not started
Start on Past Due. Those are members who still expect their benefits and whose money has stopped arriving.
The member list
The table lists each membership:
| Column | What it shows |
|---|---|
| Member | The pet owner, with their plan status |
| Plan | The plan name and its billing cycle |
| Price | What they pay each cycle |
| Tenure | How long they have been a member |
| Benefit use | A bar and a percentage showing how much of this cycle's allowance they have used |
| Risk | Healthy, Watch or High |
Select any column heading to sort by it. The search box matches name, email, phone and plan.
Benefit use is blank where the plan has no capped benefit to measure, which is normal on an open-ended plan.
Reading the Risk badge
High means the membership needs action now: the payment has failed and the benefits are still being drawn on.
Watch means the membership is still paying but the member is barely using it. That is the pattern that ends in a cancellation, and it is the one you can still do something about. A message offering to book them in usually costs less than winning the member back later.
Healthy means neither applies.
Export
Export CSV downloads the filtered list with more detail than the table shows: member name, email, phone, plan, status, price, billing cycle, join date, tenure in days, next billing date, benefit utilisation and risk level.
Use it to build a contact list for the members you want to reach, then send from Messages.