A template is the reusable plan definition — Comfort Club, Total Care, VIP — that customers enroll in. You define it once and enroll many customers.
Create the template
- Settings → Memberships → + New template.
- Fill in the fields below.
- Save.
Fields
Basics
| Field | What it does |
|---|---|
| Name | Comfort Club. Customer-facing. |
| Public description | One paragraph. Shows on the customer-facing enrollment page. |
| Internal note | Not customer-facing; for office reference. |
Billing
| Field | What it does |
|---|---|
| Price | $19 (per month, per year, etc.). |
| Cadence | Monthly, Quarterly, Annually. |
| Trial period (optional) | 0 days (no trial), 7, 14, 30. |
| Auto-renew | On (recommended), Off (membership ends after the first term). |
Included visits
| Field | What it does |
|---|---|
| + Visit type | E.g. Spring tune-up in March-May, Fall tune-up in September-November. |
| Per visit | Which job type to create, the expected duration (so dispatch budgets right), and the automatic scheduling window. |
Member discount
| Field | What it does |
|---|---|
| Discount % on parts/labor | Applied to any non-included job for this member. |
| Apply discount automatically | Yes (recommended). |
Cancellation
| Field | What it does |
|---|---|
| Cancellation policy | Anytime, End of term, N days notice. |
Customer-facing enrollment page
Each template gets a public URL (shareable in marketing, on your website, in the customer portal). The page shows:
- Name, description, price.
- Included visits.
- Discount.
- Sign up button — collects card, enrolls instantly.
You can share this link in:
- Footer of your invoices.
- Estimate emails as a "Join Comfort Club for 15% off this estimate" upsell.
- Your marketing site.
Editing a template after enrollment
Important
Existing enrollees are grandfathered — changes to the template apply to new enrollments only. There's no bulk way to migrate existing members onto new pricing or terms; their plans stay on the rate they signed up for. If you need to move a specific customer to a new tier, cancel their current enrollment and re-enroll them on the new template.
Multiple templates
Most shops run 2–3 tiers:
| Tier | Includes | Price |
|---|---|---|
| Basic | 2 visits, 10% discount | $15/mo |
| Plus | 2 visits + priority + 15% discount | $25/mo |
| VIP | 2 visits + priority + 20% discount + free diagnostics | $45/mo |
Set up each as a separate template.