Memberships

Plans, members, the Today worklists and how memberships run from enrollment to renewal.

Set price per billing cycle, tune-ups, term, repair discount and the terms customers sign.

Enroll from the office, an estimate, the tech's phone, a signing link or an estimate approval; every path ends with a signature.

Renewal invoices are created before each billing date and emailed with a pay link, or charged to the card on file with autopay.

Book due tune-ups from the Tune-ups due list, have a plan create its visits at enrollment, and how covered visits are counted.

Change billing date, billing cycle, next tune-up or autopay, pause, cancel or transfer a membership, and download the signed agreement.

Add the first period to the job's invoice, invoice it separately or bill it later, Bill first period for older memberships, and collecting on the phone.

Set a plan's repair discount and apply the member rate on jobs, estimates and invoices.

What's automated for renewals and overdue members, and the owner settings that control it.

Text and email members a set number of days before a booked tune-up, with a link to move the visit themselves.

A plan switch books each member's tune-up into an open morning or afternoon from their preferred days and months, and tells them the date.

The Membership row on the job: enroll, re-enroll a lapsed member, or see which visit this is.

Add covered years to a membership at no charge, what moves with it, and why an open renewal invoice blocks it.

Give a customer a plan per unit, see every plan on their page and portal, and how Run a Call decides which plan applies to a job.

Have the plan's repair discount land on every new line of a member's job, estimate or invoice, or apply it in one click.