Yearly maintenance alerts to call and request scheduling
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01-10-2024 12:43 PM
We offer a yearly generator maintenance and I am looking for the best way to set this up in memberships so that we can be alerted when a client is due for scheduling. Any help is much appreciated!
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01-10-2024 01:01 PM
You can setup a "Recurring Service" within the membership so it will create "Recurring Service Events" on the "Follow-up" tab.