Our bill shows that each office user is an "Enterprise Plus Office User". This has me thinking, are there other levels/types of office users other than this? My concern is that we are paying for office user accounts that may not need such an elevated...
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. ...
| Subject | Author | Posted |
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| 12-05-2024 01:00 PM | ||
| 12-05-2024 07:55 AM | ||
| 11-20-2024 12:09 PM | ||
| 09-25-2024 10:15 AM | ||
| 08-16-2024 07:37 AM |
