Enrolling a customer ties them to a membership template. From that moment, billing starts, visits get scheduled, and the discount auto-applies.
Three ways to enroll
- In the office — by a dispatcher on the phone.
- In the field — by a tech on the iPad at the kitchen table.
- Self-serve — customer fills out the public enrollment page.
From the office
- Open the customer profile.
- Memberships tab → + Enroll.
- Pick a template.
- Confirm the start date (defaults to today).
- Enroll.
The membership is active from the start date. How the customer pays for the first cycle depends on whether autopay is enabled for your account — most shops today send the customer a payment link for the first cycle's charge.
From the field (tech upsell)
This is the high-conversion path — tech recommends, customer signs up on the spot:
- Tech opens the customer on the iPad.
- Memberships tab → + Enroll.
- Picks the template (Basic, Plus, VIP).
- Customer signs on glass acknowledging the plan terms.
- Tech confirms.
- Run a Call sends the customer a payment link for the first cycle.
The enrollment is complete before the tech leaves.
Customer self-serve
The template's public URL — share it in your invoice footer, your marketing site, your Google profile. The customer:
- Opens the URL.
- Picks the template.
- Enters their info.
- Enters their card.
- Clicks Enroll.
You get a notification. The customer's profile and membership are created automatically.
How customers pay
Today, most shops handle membership payments manually: send a payment link each cycle. Autopay (off-session Stripe charges against a vaulted card) exists in the platform but isn't enabled by default — talk to your Run a Call success contact about turning it on for your account. See Recurring billing for memberships.
What happens at enrollment
| Event | Result |
|---|---|
| Included visits queued | The first visit window opens; scheduling can begin. |
| Activity timeline | The customer's profile records Enrolled in [template] by [user]. |
| Member discount | Kicks in immediately on future estimates and invoices. |
Editing an enrollment
Open the customer's Memberships tab → pick the membership → Edit:
| Action | What it does |
|---|---|
| Change billing date | Shift when the next cycle charges. |
| Switch template | Mid-term — see Migration options. |
| Update card on file | Swap the saved card. |
| Pause billing | Temporarily stop charges. |
Canceling an enrollment
Same tab → Cancel membership. Pick:
| Option | Result |
|---|---|
| At end of current term | They get the visits they paid for, then it ends. No further charges are sent. |
| Immediately | The membership ends today. |
If you owe the customer a refund (a partial term they already paid), handle it via the Stripe Dashboard since refunds aren't built into the platform yet.