Membership Commission
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?
Posts
Memberships - Recurring billing
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...
MEMBERSHIPS MISSING "NEXT BILLING DATE"
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...
Memberships
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...
Memberships //Titan Advisor Measurements
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...
Membership Changes
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.
Number seems low?
Does anyone know if commercial customers are counted in this metric? This seems low based on our current pace of sales. Thanks!
Resolved! Tracking Membership Renewals with Reports
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...
Membership Credit Card Update Link
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...
Memberships -- Office vs Field
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!!!)
