--- title: Manage customers and subscribers sidebarTitle: Customers & subscribers description: >- Find anyone who has bought from you or subscribed, see who is active or has left, export your list, add or invite people, and cancel a membership. audience: luminary feature: customers type: guide availability: live last_verified: '2026-10-13' keywords: - customers - subscribers - member list - export members - cancel a membership - customer history - purchase history url: 'https://help.bringsoul.life/luminaries/business/customers-and-subscribers' --- # Manage customers and subscribers > Find anyone who has bought from you or subscribed, see who is active or has left, export your list, add or invite people, and cancel a membership. [Business → Customers & Subscribers](https://portal.bringsoul.life/business/customers) (_"Everyone who's purchased or subscribed."_) is your paying audience: people who have bought something or hold a membership. Leads who haven't bought yet are in [Audience → People](https://portal.bringsoul.life/audience/people) instead. ## When to use this - You want to know how many active subscribers you have, or who cancelled. - You're looking up one person before a session. - You need your paying list as a spreadsheet. - You want to add a customer by hand or invite subscribers. - A member asked you to cancel their membership. ## Find people **Step 1: Pick a view** Use the buttons above the table: All, Non-subscribers (customers without a membership), Active subscribers or Past subscribers. **Step 2: Search or filter** Type in Search by name, email, or phone…. Click Filter to narrow by Source (where they came from, for example a form, an event registration, a session, a membership or a manual add), Activity (something they've done, such as booking a session or opening an email), Community membership (Everyone, Community members, Not community members) or an exact Tag. Clear all resets it. **Step 3: Open a person** Click a row to open their profile. Hover a name for a quick card with their relationship, when they were added, their source and phone. The table shows Name, Email, Phone, Relationship and Source. Click Name, Email or Relationship to sort. | Relationship | Means | | ------------ | ----------------------------------------------------------------------- | | Subscriber | Has a portal membership | | Customer | Has bought something, such as a paid ticket, session, course or content | Everyone here has completed a purchase, registration, booking or enrollment, or was added by you. People who only filled in a form or were imported as leads stay in [Audience → People](https://portal.bringsoul.life/audience/people) until they buy. See [How people join your list](https://help.bringsoul.life/luminaries/audience/people/how-people-join-your-list). ## On a person's profile Their profile shows how they found you, their contact details, private notes, their subscription, purchases, sessions, form answers and community activity. The ⋯ menu has Edit Contact & Profile, Edit Source & Tags, Block from Portal, Report Person and Delete Member. See [View a person's profile](https://help.bringsoul.life/luminaries/audience/people/view-a-persons-profile). ## Cancel someone's membership **Step 1: Open their profile** Find them under Active subscribers and click their row. **Step 2: Cancel the subscription** On Overview, in the Subscription section, click Cancel subscription. It only shows while their membership is active. **Step 3: Confirm** Soul asks *"Are you sure you want to cancel this subscription? This action cannot be undone and the subscriber will lose access to your exclusive content."* Click Yes, Cancel Subscription. They move to Past subscribers and lose access to anything set to Subscribers Only. See [when a subscription ends](https://help.bringsoul.life/luminaries/business/membership/private-means-subscribers-only#when-a-subscription-ends) for what they keep. Cancelling doesn't refund past payments; to refund the last payment, see [Refund a member](https://help.bringsoul.life/luminaries/business/refunds). Members can also cancel their own membership from their Soul account. To remove someone entirely, use ⋯ → Delete Member. You can tick Cancel their active subscription there too. Deleting removes them from your community and lists and stops all emails and messages, and can't be undone from your dashboard. See [Block, report or delete someone](https://help.bringsoul.life/luminaries/audience/people/block-report-or-delete-someone). ## Export your list When the list has people in it, click ⋯ → Export CSV at the top of the page. You get everyone matching your current view, search and filters, not just the page you're on. | Column | Contains | | ------------------------------ | ------------------------------------------ | | Name, Email, Phone Number | Contact details | | Acquisition Source | How they first came to you | | Tags | Your tags | | Creation Date | When they were added | | Lifecycle, Subscription, Badge | Their relationship and subscription status | | Community Member | Yes or No | | Total Spent | Everything they've paid you | Tip: choose Active subscribers before exporting to get just your current members, or Past subscribers for a win-back list. For a record of payments rather than people, use [Export transactions for bookkeeping](https://help.bringsoul.life/luminaries/business/payouts/export-transactions-for-bookkeeping). ## Add or invite people Click Add/Invite (_"Choose how you want to add people to your audience."_): | Option | Use it to | | ------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Invite subscribers | Send membership invites people claim to become subscribers, one at a time or in bulk. Great for founding members and [migrating from another platform](https://help.bringsoul.life/luminaries/business/migrate-members). | | Add customers | Record someone who bought from you outside Soul, with name, email, phone, birthday, address and tags. They're added as a Customer with Source Manual. See [Add a contact](https://help.bringsoul.life/luminaries/audience/people/add-a-contact). | View Invites (with a count when you have some) opens Subscriber Invites, where you resend or cancel invites. See [Track your invites](https://help.bringsoul.life/luminaries/business/migrate-members#track-your-invites). ## Welcome new subscribers Above the table, the _"Welcome new subscribers automatically"_ banner (_"Send a friendly welcome email whenever someone subscribes to your portal."_) sets up a welcome email in one click. It disappears once you have one. Below the list, Portal subscription automations (_"Manage what happens when a customer's portal subscription becomes active."_) lists the rules that run when someone subscribes: sending them an email or a form. See [Send a welcome email to new subscribers](https://help.bringsoul.life/luminaries/settings/welcome-new-subscribers). ## Good to know - Your Community member count is different. Community members are people in your [community](https://help.bringsoul.life/luminaries/community/introduction), which may include people who don't pay, and paying members who haven't joined it. - Cancelled subscribers stay in your list as Past subscribers but lose access. Soul doesn't notify you when someone cancels yet; check Past subscribers or the Churn Rate in [Analytics](https://help.bringsoul.life/luminaries/business/analytics). - Active subscribers here matches Active Subscribers on [Analytics](https://help.bringsoul.life/luminaries/business/analytics). - Your list is yours. Soul never sells your or your members' data. ## Related - [Migrate members from another platform](https://help.bringsoul.life/luminaries/business/migrate-members): Invite your existing members with their price and billing date. - [View a person's profile](https://help.bringsoul.life/luminaries/audience/people/view-a-persons-profile): Everything about one person in one place. - [Refund a member](https://help.bringsoul.life/luminaries/business/refunds): Give money back for a payment. - [Send a welcome email to new subscribers](https://help.bringsoul.life/luminaries/settings/welcome-new-subscribers): Greet every new member automatically.