Skip to main content

What is an Active customer?

When TeamUp refers to an "Active" customer, what is it referring to? This term is used in a couple of different ways which we outline below.

Costa Bontioti avatar
Written by Costa Bontioti
Updated this week

When TeamUp refers to "Active Customers" it may be referring to the number of customers it takes into account when calculating your monthly subscription fees, or it could be referring to the customers who meet your "Active Customer" criteria which you set in your Customer Settings.

The where you see this term on your dashboard will determine the which term it's referring to, so we'll outline these below.

Active Customers - Subscription Fees

Subscription fees are based on a tier structure, and these tiers are based on the number of "active members" or "billable customers" are active on your account per month, and you only pay for how many active customers you have per month, not which features you need. These subscription fees will adjust automatically each month based on how many active members you have.

To see more information about the tiers, head to our pricing page.

To clarify what an active customer is in this case, this is a person who registers for an event (course or class) OR makes a purchase during the billing period.

An active customer is only ever counted once towards your service fees each month, regardless of how many times they've registered. We also have a guide which goes into this in more detail here: How are subscription fees calculated?

Active Customers - Customer Settings

If you go to Settings βž” Customers (here) you will find the Customer Settings section where you can select how the system will identify customers who are New, Slipping Away, and Inactive.

New customers and Slipping Away customers are considered "Active" customers, and all customers are "Active Customers" until they meet the criteria for "Inactive Customers".

You can also see your Active Customers by going to your Customer List here, and setting your "Status" field for your search to "Active Customers".

Active Members - Memberships

Active Customers may also be confused with "Active Members" which is a term used to refer to the number of customers who currently active on a particular membership. You can see these by going to the Memberships section on the business dashboard, and the number of Active Members per membership are displayed on the right.

If you then go into a membership, you can see a list of these active members by going to the "Members" tab, where you can see and copy their email addresses, and also see their expiry date and current usage:

Did this answer your question?