We would like to give our customer the option of selecting to
automatically renew their membership when they come up for expiration
(and be able to autobill if renewed prior to the billing date)!
Is there a way to change the membership bill date when the customer has
had an ongoing membership that has been billed on a specific date
monthly for a while? This issue has come up before but we have always
answered "No we can't change the date." I ...
Hi, we currently have our Recurring Service Events (2 per year) set to
Seasonal, which has them fall in a particular Month. Has anyone found a
way to have them fall 6 Months & 12 Months after the date on which the
Membership is sold? We've tried sele...
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?
Hey everyone, We recently lost our Membership person and we are in the
process of setting up monthly salt deliveries. What is the best way to
set this up as a recurring appointment? I appreciate your feedback. This
is the one area I am not well verse...
How do we get the recurring service events, for suspended memberships,
to NOT show up on the follow up page under recurring service events? Or
is there a way to add the membership status to the chart that pulls up
for your specific date range? When a...
Hi,Can you change an active membership type ? Like if we deactivated the
membership type that customer has... Can we update/change that
Membership Type? Or do we have to cancel that membership all together
and make a new one?
Hi, so we currently do all Commercial Memberships customized to that
individual company. Therefore, would I have to set up a new membership
type for every single company? None of the two are the same.
I would like to propose the following recommendations to Memberships:1.
Membership invoices should show the customer the start date and the
expiration date. This is not currently a feature. 2. The cost of the
add-ons should be shown to the customer. ...
I am trying to set up different customers with different recurring
events. I was hoping to use tags to distinguish the different years (ie,
your service is due one year from now, or two years from now, etc). I
thought I saw in one discussion that Ser...
