Allow technicians to attach the primary payment method to a membership at time of sale

New Contributor

Hi Everyone! Please vote for this IDEA submitted by a business owner.


Store Primary CC - easier access for office and technicians

Provide the ability to mark a payment as primary at time of entering in the payment option.  Add a "Primary Payment" check box  option on the payment screen that can be selected when the credit card is being entered for the membership.  As well, allow for a technician to select the primary payment when selling a membership to a customer.  This will save the step of the technician from having to call into the shop to have the payment provided marked as primary, if they are able to check a box at time of sell, that will link that form of payment to be the primary payment method for the membership. 

Saving office and technician time in their day.



Community LINK  to vote


ServiceTitan Certified Provider
ServiceTitan Certified Provider

Thanks for sharing the upvote link with the Community, @gracelm! It's an amazing idea💡