Documentation Index

Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt

Use this file to discover all available pages before exploring further.

Can I transfer a membership from one customer to another?

Prev Next

Problem

You want to know if you can transfer Customer Memberships from one customer to another, and how to do it.

Solution

Note: This feature must be enabled by your customer success manager (CSM) at ServiceTitan before you can use it.

  1. Contact your CSM and request that they enable the Transfer membership feature.

  2. Your CSM will guide you through the process of enabling this feature.

  3. After the feature is enabled, start transferring memberships between customers by editing the customer membership and clicking Transfer Membership at the bottom of the edit screen.

Caution: Do not transfer memberships that are set up to have Deferred revenue.