How do I manage my members?

  • Updated

Your Relationship manager is a simple and powerful tool for managing your free and paid members. Here you’ll find membership, billing and contact information for active and cancelled members. Think of your Relationship manager as your one-stop shop for understanding who your members are and their current status.

Using Relationship manager filters

The Relationship manager is a full list of all your members. You can use filters to get more granular information on groups of members to quickly communicate with them or better understand your community.

You can filter your member list by:

  • Free members (early access feature)
  • Paid members
  • New this month – members who joined within the current month
  • Status (active, declined, cancelled, refunded, fraud, follower)
  • All tiers (filter by paid members with “No tier” or by your Tier levels)
  • All benefits
  • Payment amount and lifetime pledge amount (payment amount)
  • Join date
  • Completion status
  • Access expiry – when the member loses access

Start from scratch by clicking Clear all” under the filters bar.

If you offer annual memberships, you’ll find an added filter in your Relationship manager, titled Charge frequency, so that you can filter through your members that pay monthly versus per year. Learn more about how to manage annual members

Your member list

Once you’ve applied filters, you’ll get a list of members who fit the filter criteria. The list view gives you a high-level view of your members.

Columns of your members list

Name Your members’ profile name. Members can be anonymous, just as creators can, so their profile name may not be their actual name. 
Email The email address of your member

Your member’s Discord handle (if you offer Discord)

Tiers The tier that your member is currently on

Your member’s shipping address, if they’ve provided one

Pledge Their current payment amount. If you are using annual memberships, you may also find members marked as “per year”. Learn more about annual plans here
Lifetime The total amount they’ve paid you as their member. Please note that the Lifetime payment amount does not update immediately, and there may be a delay in this number updating for members, particularly during billing processing on the 1st of each month
Last charge The last time that we attempted to process that member’s payment. You can find whether or not the attempt was successful in the “Status” column directly to the right
Status This column will show you the status of the member’s most recent attempted charge
Notes If you have added any notes that might help you in your relationship with particular members, you’ll find them located in this column

Individual member detail

Click on a member from the list to see more details appear in the side drawer of the manager.

Membership details

At the top, you’ll find the member’s profile name, length of time as a member to you and their Tier level. If you find “no tier” listed under a member, it means that they have not joined a Tier, and instead made a custom pledge. From here, you can send a paid member a private message, refund or block them using the More option. Learn more about blocking in this article.


You can add notes specific to your relationship with this member or any information that might make it easier to deliver benefits to them. These notes are private and for your use only – members will not have access to the notes you add in this section.

You can toggle the Notes column on in the manager settings. Once added, you’ll be able to find your notes in the "Notes” column of your member list.

Contact information for members

In this section, you’ll find the following information related to the member:
  • Email address
  • Shipping address, if they’ve opted to provide this information
  • Discord username, if you offer this benefit

If your followers have been migrated to free members (early access), their email addresses will not be provided. Since followers weren’t asked to share their email addresses when they first followed you, their email addresses will not be available in the relationship manager when we convert them to free members.

Payment history

Click on an individual member’s name to expand the side drawer with more member details; including their payment history. Clicking on See all payment history will bring up a window with their complete billing history.

You can refund a member’s three most recent bills processed to you. If you’d like to refund a member further back, you’ll want to arrange the refund outside of Patreon. 

What do the statuses in my Relationship manager mean?

Learn more about viewing member payment history in this help centre guide.  
Paid This means the payment was successful

Learn more about viewing member payment history in this help centre guide.  

If it displays as declined, it means that we’ve attempted to process their payment, but their bank has declined the charge. We regularly reattempt declined payments, however, often, the member will want to contact their bank to ensure nothing is blocking the payment. Feel free to share this with members in a declined state: How do I retry my payment?

Upgraded The member has successfully increased their payment amount or tier level
Downgraded The member has successfully decreased their payment amount or tier level
Deleted This means that the member deleted their membership
Repledged This means the member has rejoined
Refunded This means that this particular bill has been refunded to the member. You can find a full list of refunded members by downloading the Refund CSV from the Documents section of your Payouts
Tier deleted When you’ve removed a Tier from your page. When you delete a Tier, it doesn’t delete a member’s payment, so be sure to communicate the change with members ahead of time. Learn more about retiring a tier
Refunded by Patreon The pledge was found to be fraudulent in a fraud review, and the funds for this pledge have been refunded to the cardholder

Messaging paid members & downloading your data

Bulk messaging groups of paid members

Whether you’re messaging all declined members encouraging them to resolve their payment, or sending benefits to all paid members in a specific tier, sending mass messages to paid members is a powerful tool for membership management. 

Once you’ve filtered your list of paid members, you can use the Message button above the list to message all members on the list. While you can send mass messages to paid members, each message is still private. This means that responses from members will be found as separate messages in your inbox. 

When messaging, we advise you to filter your list to active paid members. If you don’t do this, you may end up sending your message to members who may no longer wish to receive content from you.

Learn more about bulk messaging members in this article

Downloading your members’ information

Now that you have a list of specific members, you can download a CSV file of your data.

If you offer annual memberships your CSV will include an extra column titled Charge frequency. Additionally, please note that your annual members’ Last charge date will reflect the date they joined with an annual membership.

Learn more about annual memberships in this article

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