Under Members you get the full list and, clicking someone, their profile: when they joined, their plan, how much they've paid, course progress, when they last showed up, and the notes you wrote about them.
At risk
Cool flags as at risk anyone who:
- has been gone for more than 14 days, or
- has a past-due or cancelled subscription.
Both appear together because they call for the same action: talk to the person before losing them. The "What to do now" card counts how many there are.
Notes
You write notes on the profile. They're permanent and stay with the person, not with one conversation — that's what lets the second conversation start knowing what happened in the first.
Tags
They mark groups ("bought course X", "came from Instagram", "asked for a discount"). Use them to filter the list and to segment email and WhatsApp campaigns.
Export
You can download the list as CSV from the panel, any time. Your data is yours, and leaving Cool can't cost you your base.