Memberships or Service Agreements

Recurring services: Suspended memberships

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...

Customer Membership Type

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?

Resolved! Commercial Memberships

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.

Improvements to Memberships

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. ...

Recurring events at 1, 2, 3, 4, 5, 6 year intervals.

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 to bulk increase membership pricing for existing memberships

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?

Membership Billing

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?

Membership Payment Method Update

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?

Commercial Memberships (Property Management)

Hello, We have Commercial Property Management Companies (many) that manage multiple locations.This is the scenario:Management Company A, has location 1 & 2. Management Company A pays for all service work for both locations.However Location 1 & 2 are ...

Expiring Memberships - Sort

Until a recent update, we had been able to sort expiring memberships by the membership type in the follow-up tab. Now that the names of them have been changed, it just results in an error when I try to sort them. It also doesn't help if I export the ...

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Posts

Recurring services: Suspended memberships

Customer Membership Type

Resolved! Commercial Memberships

Improvements to Memberships

Recurring events at 1, 2, 3, 4, 5, 6 year intervals.

How to bulk increase membership pricing for existing memberships

Membership Billing

Membership Payment Method Update

Commercial Memberships (Property Management)

Expiring Memberships - Sort

How to recognize revenue only once when service wa...

Dismissed Recurring Services Showing Revenue for W...

Creating Memberships

New idea for followup on recuring service events

Memberships Based on Equipment Install in Home

Recurring Service Reminders

Membership Monthly Charges

Report on Dismissed Recurring Service Events

Clubs given with Installs

Delete/Deactivate Service Agreement