How to interpret a Member's financial status
There are multiple ways to review a Member's financial situation. We recommend starting with the ‘Members’ page under the ‘Manage’ tab on your Host dashboard. This page provides Hosts with an overview and lets you filter Members by financial status. Hosts can navigate to an individual Member’s profile for more detailed insights such as balance, financial status, next Dues Day, percentage of on-time payments, and outstanding invoices.
What is the Member's financial status? How many financial statuses are there and what do they mean?
The Member's financial status is a classification used to communicate the financial situation of a Member in a simple way.
There are seven different types of financial statuses:
How can I view more detailed financial information for a specific Member?
To see detailed Member financial information, navigate to the Member’s profile on your Host Dashboard and click on the financial tab.
The balance box on the left will provide an overview of the Member’s current balance, along with information about their billing cycle.
The “Earnings-to-Date” section shows you a quick snapshot of what you’ve earned from this Member after the 10 day Booking Fee has been deducted, but before the 8% Service Fee has been deducted. The amounts in the section update once the Member’s payment has settled with their bank (typically 1-2 business days after payment)
For a more detailed breakdown on individual Member bills and payments, Hosts can scroll down to the “Billing History” section. Each section and bill expanding to provide further detail such as:
- Bill type (Membership Dues, Overdue Balance, etc.)
- Whether a bill has been partially or fully paid
- Which payments were applied to which bill
- What billing cycle the bill covers
- Which occupancy the bill is associated with
As a reminder, all Member payments are applied to the oldest bill first.