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...
How would increase your membership pricing for existing memberships in
the next year? A manager suggested canceling and re-add all of our
ongoing memberships with the new pricing, which doesn't make sense to be
doing every year. Any suggestions?
New feature that would be very help is that every time the credit card
is hit for payment for the membership an invoice would be generated AND
SENT TO THE EMAIL ON FILE. Is this possible to initiate on all active
Hello,I am trying to figure out how to send a link to the customer to
add a payment to a membership. Both initially and a way to update an
expired or closed account payment method. Does anyone know if this is a
Hello, We have Commercial Property Management Companies (many) that
manage multiple locations.This is the scenario:Management Company A, has
location 1 & 2. Management Company A pays for all service work for both
locations.However Location 1 & 2 are ...
Until a recent update, we had been able to sort expiring memberships by
the membership type in the follow-up tab. Now that the names of them
have been changed, it just results in an error when I try to sort them.
It also doesn't help if I export the ...
We are getting ready to roll out a membership program which will be
including an annual whole home plumbing inspection (among some other
benefits.) Something that we're finding difficult to cleanly integrate
into our inspection form is for when we ar...