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ErinS · 01-11-2024

Just wanted to take a second to say hello and tell everyone I hope they're having a stellar week!

ErinS · 01-19-2024

We do this for HVAC! When we sell a system, a free membership is attached as a task with the courtesy inspection and cleaning as the recurring service types. You can, however, setup recurring service types, independent from Memberships. You just crea...

ErinS · 01-19-2024

You should be able to create a Recurring Service type. independent from Memberships! You just create the recurring service type and fill in all the parameters for number of visits, an invoice template for the service, etc. Add it on the location prof...

ErinS · 09-07-2023

The report called "Invoice Item Detail with Pricebook Information" could work for this depending on your Member discount setup. It allows you to drill down to invoices with Active OR Inactive members, see the Member price versus standard and compare ...

ErinS · 09-07-2023

Do you know if the discounts for your Memberships appear under the Membership setting/config, or in the Pricebook where it asks for the Member price, or both?

ErinS · 07-19-2023

You can find the email campaign in Pro under analytics. Click on Email Metric Totals and look at the Sent column/tab. There will be a red X under the Delivered column if the email didn't go through. From there you can export a CSV. At least this will...

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Re: Automate Adding Recurring Events

Re: Automate Adding Recurring Events

Re: Membership report for discounts

Re: Membership report for discounts

Re: Email Delivery Status Report for Marketing Pro emails