SleekView Kanban for s2Member
s2Member assigns a WordPress role per paid level like s2member_level1 through s2member_level4, stores an EOT (end of term) timestamp per member in usermeta, and writes every IPN to its payment log. SleekView Kanban reads that state and turns role and EOT status into draggable columns, one card per member.
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Read s2Member members as a board, not a usermeta dive
s2Member encodes state with WordPress roles plus per-user metadata. A paid member sits in s2member_level1, s2member_level2, s2member_level3, or s2member_level4. The wp_s2member_subscr_gateway usermeta names the gateway, wp_s2member_subscr_id the subscription ID, wp_s2member_paid_registration_times the original signup timestamp, and wp_s2member_auto_eot_time the end-of-term timestamp scheduled by the auto-EOT system. The default WordPress users screen does not surface any of that.
SleekView Kanban reads wp_users joined to wp_usermeta on the s2 keys and groups members by lifecycle state. Active is anyone with an s2 role and a future EOT, Trialing reads trial flags in usermeta, Cancelled reads the cancellation timestamp written by the auto-EOT scheduler, and Expired is everyone past their EOT. Cards show member name, paid level, gateway, signup date, and EOT date. Filter by level, by gateway, by EOT window, or by any usermeta key.
Drag a card from Active into Cancelled and SleekView triggers the s2Member cancellation flow that schedules the EOT correctly, calls the gateway cancel API for PayPal Standard or PayPal Pro or Stripe through the s2 Pro Forms integration, and demotes the user role at term end. Drag a card from Expired into Active after a manual reactivation and the role is restored with a fresh EOT. Failed writes stay in place with the error on the card.
Workflow
From s2 roles and EOT to a kanban in four steps
Point SleekView at s2Member
Pick lifecycle state as the column key
Choose what shows on each card
Enable drag-and-drop writes
Sample board
Sample s2Member level board
Comparison
Default s2Member screens vs SleekView Kanban
Default WP users + s2 logs
- WordPress users screen does not show level, gateway, EOT, or signup date as columns
- Lifecycle state is split across role, usermeta keys, and the s2 log, never on one screen
- Cancelling requires editing the user and updating s2 fields by hand or running shortcodes
- Trialing members and full-price actives are indistinguishable in the default users list
- EOT-based churn forecasting needs a separate report rather than a glanceable board
SleekView Kanban
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Reads s2 roles and
wp_usermetakeys live, no external sync or report cache - Drag-and-drop writes use the s2 cancellation flow so EOT and gateways stay correct
- Filter by paid level, gateway, signup date, EOT window, or any custom usermeta key
- Card meta supports computed values, e.g. days until EOT for renewal nudges
- Per-role visibility so only roles with manage_options or a custom cap can move cards
Features
What SleekView Kanban gives you for s2Member
Lifecycle writes back to s2Member
Dragging into Cancelled fires the s2 cancellation flow that schedules EOT, calls the gateway cancel API for PayPal Standard, PayPal Pro, or Stripe through Pro Forms, and demotes the role at term end. Failed gateway calls leave the card in place with the error on the front.
Filter by level, gateway, EOT
Stack filters for paid level, gateway, EOT window, signup cohort, or any custom usermeta key. Save filter sets per board so a dunning board, a renewal nudge board, and a trial conversion board each open scoped to the right slice of members.
Member context on every card
Card titles show display_name, meta lines show paid level, gateway, signup date, and EOT date. Click a card to open the WordPress user edit screen with s2 fields visible for full editing without losing the board state.
Audience
Where s2Member sites put the Kanban board
Trial conversion review
A Trialing column sorted by trial-end date puts the next conversions at the top. The team picks the cards likeliest to need a nudge and sends a personal pre-conversion email or extends a trial through the user edit screen.
Recovery and dunning
An Expired column scoped to last 30 days surfaces members whose IPN renewal never landed. Billing reads the gateway state on each card and drags recovered members back to Active after a manual subscription reactivation.
EOT-driven renewal nudges
Filter the Active column to EOT within the next 14 days. Customer success sees exactly who is at risk of lapse and sends targeted renewal nudges with the right paid level and gateway specific call to action.
The bigger picture
Why the kanban view matters for s2Member
s2Member is a powerful plugin that splits its state across WordPress roles, usermeta keys, and a payment log. That design is flexible but it scatters the answers an operator needs across multiple screens. The actionable questions are lifecycle questions.
Which trial members are about to convert tomorrow. Which actives have an EOT inside the next two weeks and could be nudged. Which Expired rows had a recoverable PayPal IPN failure rather than a hard cancellation.
A board view collapses those questions onto one screen with one card per member. Because SleekView reads s2 roles and meta live and writes back through the s2 cancellation flow, the board does not become a second source of truth. It is the same lifecycle the rest of the site checks for content access, simply rendered as columns.
The operational saving is starting the day already looking at the recurring revenue work, with the answer in one drag rather than four edit screens.
Questions
Common questions about SleekView Kanban for s2Member
Yes. Cancellation writes fire the s2Member cancellation flow, which schedules the correct EOT, calls the gateway cancel API for PayPal Standard, PayPal Pro, or Stripe through Pro Forms, and demotes the role at term end. Failed gateway calls leave the card in its original column with the error on the front.
The board uses a derived state that maps s2 role plus EOT plus trial flags into Trialing, Active, Cancelled, and Expired. You can add additional derived states for cases your site cares about, like a Refunded column built from the s2 log.
Yes. PayPal Standard, PayPal Pro, Stripe through Pro Forms, ClickBank, and any custom gateway supported by s2 all use the same s2 cancellation flow under the hood. The board calls that flow regardless of gateway, so writes succeed or fail with the same code path.
Yes. Filter the board to one paid level so a level1 board, a level2 board, and a level4 board each show their own member pipeline. Or keep all levels on a single board and use a level badge on the card so different tiers are visually distinct.
Yes. Card meta supports computed values pulled from the EOT timestamp and signup time. Common computed lines are days until EOT for renewal nudges and days since signup for cohort analysis directly on the card.
SleekView paginates each column with a configurable card limit and uses indexed reads on wp_usermeta keyed on the s2 fields. Column counts cache per filter set so even six-figure member counts stay responsive on the board.
Yes. Drag-and-drop writes are gated behind a WordPress capability. Map manage_options or a custom s2-manager capability to the write action, and a custom support role can see the same board with cards locked. Click-through to the user edit screen respects the same capability set.
No. The s2Member admin remains the source of truth for level settings, gateway configuration, EOT behaviour, and Pro Forms. SleekView Kanban is a reading and quick-action layer on top of the same s2 roles and meta. Every card links to the underlying WordPress user edit screen for the cases needing the full editor.
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