12-19-2024 08:56 AM
I am trying to understand the recurring services and events. In my thinking if a customer has an annual membership that does not auto renew then it should be set up per visits. If they have one that auto renews then it needs to be set up as ongoing events like in our case every six months. I guess one thing that confuses me is how the follow ups work and how they affect the events. Can some one please explain this to me so that I fully understand . Thank you!