How to Manage Your Client List

Your client list contains every person who has purchased or been granted access to one of your products, as well as users on waitlists.

Accessing the client list

Go to Clients in your dashboard sidebar. You will see a table of all your clients.

What you can see

For each client you can view:

• Name and email address

• Products purchased or access status

• Active subscriptions and their status

• Transaction history (payments, refunds)

Searching and filtering

Use the search bar to find a specific client by name or email. Filter by product, access status, or date.

Client detail page

Click any client to open their full profile. Here you can:

• View their full purchase and transaction history

• See which products they currently have access to

• Manage their subscriptions (cancel)

• Grant or revoke access manually without requiring payment

• View subscription details including billing amount, start date, and Stripe links