Membership & Recurring Services

PolarExpress21
New Contributor

When a membership is sold how can I ger the membership to attached to what equipment is covered? Example I have a customer that bought a membership for 2 units how can the customers profile reflect the two different memberships? 

1 REPLY 1

baraica
Community Moderator
Community Moderator

Hi there,

You want to create a membership type that is set up to support 2 units and ensure that the recurring services are each listed out in the recurrences tab. Once the membership is sold, everything will generate automatically for both of the units and the information for both units will be accessible from the location page. 

Engagement Manager
ServiceTitan Community Team