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...
Clients have requested a link to update their credit card for their membership. Some have concerns about providing credit card information over the phone. Other platforms have this feature and clients really like the security of clicking a link and a...
I am curious what everyone is finding for memberships...are your field staff selling more or are your office staff selling more? (just realizing now...it would be neat if we had a poll button on the community!!!)
Does anyone have an idea of what report would be set up to notify of any unsuccessful automatic billing runs? I know we see them in the batches, but looking for something a little more in your face 浪
When renewing a membership and you offer an upgraded membership the recurring services associated with the upgraded memberships aren't added to the membership automatically. For example: Customer was on a Gold Plumbing Only Membership and wants to re...
Is there a way to filter customers who still need to schedule a maintenance check/ recurring service?
Is there anyway to attach a purchase order to a membership without booking a job? We sub out our filter changes and currently what we are doing is the following:1. Receive invoice from sub for filter change. 2. Book a job attached to the membership. ...
