I am in the process of sending membership renewal estimates out. I've noticed a few customers whose membership has expired but they've already renewed and they are still showing up on the renewal list. I assume that is because the first membership ex...
Hi all,I just found out about the new Service Agreement feature that was added in the most recent update, and I'm not seeing it anywhere the videos/articles say it should be. Does it have to be specifically activated for an account, or has it not bee...
This was mentioned in community about a year ago, but no real answer. Is there a way to give an ongoing spif to staff for the monthly billing of Memberships?
Does anyone use the "recurring billing" feature for memberships? If I am understanding it correctly, I believe this is how I want to set ours up. My goal is to be able to bulk charge memberships by creating a run using the "next bill date" on the mem...
I recently took over our memberships, and discovered some possible issues. We want to auto-renew everyone, but I am confused as to that process. It was my understanding that with some "back end" work like creating billing rules and such that this cou...
I might be missing something super simple here, but my mind is drawing a blank. We waive our dispatch/diagnostics fee for memberships...on our job types we automatically have these services attached to our repair jobs. How do we make it so that these...
Hi all!I'm struggling to understand what the exact measurement is for this particular advisor score. Do you all interpret this to mean that of all invoices, regardless of Business Unit, a new membership sales task has to be added? (This won't allow u...
Who is good with memberships that can help me out? I have ongoing memberships that I want to change to annual memberships. I saw there is no way to make the change without canceling or deleting the membership. I'm looking for a work flow to do this.
Does anyone know if commercial customers are counted in this metric? This seems low based on our current pace of sales. Thanks!
Hello! I am attempting to track our customer retention in correlation to the number of membership renewals we are achieving on a monthly and yearly basis. However, I am struggling to find a report that provides me with that information. Is anyone awa...
