Member Console — Hedge Fund Telemetry

What this is. A first layout for the replacement of WooCommerce Memberships, Subscriptions and the stock WordPress users.php. Two screens: a members list that can actually be filtered, and one member record that holds everything — subscriptions, orders, payment method, access, tags and history — so nothing needs looking up anywhere else. Every name and figure below is invented sample data. Built with Bootstrap 5 class names throughout.

SCREEN 01

Members list — replaces users.php

Active members1,283+35 complimentary

Active subscriptions845all Stripe

Annual recurring$633,350≈ $52,780 / mo

Renewing in 30 days71$41,200 due

At risk14failed or card expiring

Trial → paid31.4%last 90 days

Find a member

One box, searches everything. Typing a Stripe customer ID or an order number jumps straight to the member.

Plan

Status

Billing cycle

Tag

Renews

Lifetime value

Member	Plans held	Status	Cycle	Recurring	Next renewal	Lifetime	Tags
MH Marcus Halloway m.halloway@example.com	Private Investors The Big Picture	Active	Annual	$500.00	14 Mar 2027	$4,250	demark_user
RO Rina Okafor r.okafor@example.com	Private Investors	Payment failed	Annual	$250.00	Overdue 3 d	$1,750	retry_2
DB Devon Bramwell d.bramwell@example.com	Small Institutions	Active	Quarterly	$750.00	02 Sep 2026	$18,000	institutional
SK Sara Kittredge s.kittredge@example.com	14 Day Free Trial	Trial · 4 d left	—	—	12 Aug 2026	$0	trial_discount_eligible
PN Priya Nandakumar p.nandakumar@example.com	Currency Notes Commodity Notes	Pending cancel	Annual	$1,000.00	28 Aug 2026	$3,000	campaign_annual_discount
TW Terrence Whitlock t.whitlock@example.com	Private Investors	Expired	Annual	—	Lapsed 14 Jun	$750	winback_target

Showing 6 of 14,139 · Bulk select adds tags, sends an offer, or pushes a segment to the email platform

SCREEN 02

Member record — everything about one person, one page

Marcus Halloway

m.halloway@example.com · user #8842 · member since 14 Mar 2021

Active member 2 subscriptions Lifetime $4,250

Subscriptions

Private Investors

sub_1QxHalloway82 · started 14 Mar 2021

Active

Amount$250.00

CycleAnnual

Next renewal14 Mar 2027

Renewals paid5

GatewayStripe

The Big Picture

sub_1QxHalloway97 · started 02 Sep 2024

Active

Amount$250.00

CycleAnnual

Next renewal02 Sep 2026

Renewals paid1

GatewayStripe

14 Day Free Trial

converted to Private Investors, 28 Mar 2021

Ended

Offer a discount

Opened from the button above

Applies to

Discount

Applies for

Offer expires

Subject: A thank-you on your renewal, Marcus

Hi Marcus — you've been with Hedge Fund Telemetry since 2021. Your Private Investors renewal is due 14 March. Here's 20% off it, no strings.

$250.00 → $200.00 · offer expires 22 Aug 2026

[ Accept 20% off ] — one click, applies to the subscription automatically

Sending tags the member offer_20_sent; accepting swaps it for offer_20_accepted.

Orders & invoices

Date	Order	Item	Amount	Method	Status
14 Mar 2026	#17204	Private Investors renewal	$250.00	Visa ···4242	Paid
02 Sep 2025	#16388	The Big Picture renewal	$250.00	Visa ···4242	Paid
14 Mar 2025	#15012	Private Investors renewal	$250.00	Visa ···4242	Paid
02 Sep 2024	#14771	The Big Picture — new	$250.00	Visa ···4242	Paid
14 Mar 2024	#13402	Private Investors renewal	$250.00	Visa ···1881	Retried, then paid

History

14 Mar 2026Renewal charged $250.00 · Private Investors · Stripe pi_3QmH…

08 Mar 2026Renewal reminder email opened

21 Jan 2026Tag added demark_user — synced to email platform

02 Sep 2025Renewal charged $250.00 · The Big Picture

14 Mar 2024Payment failed, card expired · retried successfully after card update

28 Mar 2021Trial converted to Private Investors

14 Mar 2021Account created · 14 Day Free Trial started

Payment method

CardVisa ···· 4242

Expires08 / 2027

Stripe customercus_QxHall842

StatusGood

What they can see

First Call via Private Investors✓

Daily Note via Private Investors✓

Mid Morning Note via Private Investors✓

Trade Ideas via Private Investors✓

Sentiment Charts via Private Investors✓

The Big Picture via The Big Picture✓

Commodity Notes no plan grants this—

Currency Notes no plan grants this—

Webinars & ChartBook via Private Investors✓

Computed from the plans held. Nothing here is set per-user unless someone overrides it, and an override shows as an override.

Tags & email

Synced

demark_user × annual_renewal × high_engagement × long_tenure ×

Automatic tags3 of 4

Last synctoday 09:14

Email statusSubscribed

Last 30 days22 sent · 19 opened

Tags are set here and pushed outward, replacing the AutomateWoo bridge. Plan changes write tags automatically, so segments stay correct without anyone maintaining them.

Internal notes

Last note: 21 Jan 2026 by Tom

NOTES

What this implies, and the parts still open

What the layout is doing

One record, no hopping.

Subscriptions, orders, card, access, tags and history are all on the member. Today they sit across Users, Orders, Subscriptions, Memberships and Stripe.

Access is computed, not assigned.

The matrix is derived from plans held. That kills the scattered rules across Memberships, nav-menu-roles, user-role-editor and the theme, and the malformed pipe roles with it.

Tags live here and push outward.

Replaces the AutomateWoo bridge. Plan changes write tags automatically so segments cannot drift.

The discount offer is a first-class action.

Pick, preview, send. Acceptance applies to the subscription and swaps the tag, with no manual coupon handling.

Search is one box.

Name, email, phone, order number or Stripe ID all resolve to the same record.

Still to settle

Stripe stays the billing engine.

The 845 live subscriptions keep running on their existing Stripe subscription objects. This console reads and writes them through the API. No card is re-tokenised, so nothing has to be re-collected from members.

Migration is a read, not a move.

Woo's subscription records map onto our own table, keyed by the Stripe subscription ID that already exists. Woo can stay installed and idle during a parallel-run period, then be switched off once the numbers reconcile.

Webhooks are the risk.

Renewal, failure and cancellation all arrive from Stripe. Whoever owns those handlers owns the revenue. This needs its own test plan before anything goes live.

Automations: local or Brevo?

Open. Transactional (offers, receipts, card-update prompts) is better built locally, where it can act on the subscription directly. Campaigns are better on an ESP. That split is worth deciding before either is built.

Not yet drawn:

Plans admin, the access-matrix editor, the revenue dashboard, refund flow, and the member-facing account page.

Bootstrap note. Every class here is Bootstrap 5. The stylesheet at the top is a hand-written subset covering only what this page uses, because the preview sandbox blocks CDN links. In the real build, delete the block between the BOOTSTRAP-SUBSET markers, load Bootstrap normally, and keep the hft- rules as the theme layer. The markup does not change.