Memberships overview
Plans, members, the Today worklists and how memberships run from enrollment to renewal.
Creating a membership plan
Set price per billing cycle, tune-ups, term, repair discount and the terms customers sign.
Enrolling customers in a membership
Enroll from the office, the tech's phone, a signing link or an estimate approval; every path ends with a signature.
Renewals and autopay
Renewal invoices are created before each billing date; collect them or charge the card on file with autopay.
Scheduling membership tune-ups
Book due tune-ups from the Tune-ups due list and how covered visits are counted.
Managing a membership
Change billing cycle, next tune-up or autopay, pause, cancel or transfer a membership, and download the signed agreement.
