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...
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 membership?
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 possibility?
| Subject | Author | Posted |
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| 03-17-2025 12:48 PM | ||
| 03-06-2025 10:01 AM | ||
| 02-18-2025 03:47 PM | ||
| 01-29-2025 10:10 AM | ||
| 12-05-2024 01:00 PM |
