Overview
Membership Renewal Protection helps keep your customers subscribed and paying for memberships longer, maintaining your monthly recurring revenue. Each month, expired and outdated customer credit cards are automatically updated, minimizing the number of lost memberships due to failed payments.
Who uses this feature
Administrators, Managers, and Accountants
Primarily benefits Residential Service and Replacement business types
Applies to all trades
Feature configuration
Account configuration required. Additional charges apply. To enable this feature, please contact the ServiceTitan Payments team at paymentsetup@servicetitan.com.
Things to know
Stolen and lost credit cards can be updated, provided that the customer was issued a new credit card from their card-issuing bank.
Not all cards are guaranteed to be updated. Because different banks have different policies, some of your cards may not be updated.
American Express cards are not updated by Membership Renewal Protection.
Understand Membership Renewal Protection
On the first of each month, ServiceTitan submits customer credit card information to their respective card brands to check if account numbers or expiration dates have changed. If any changes have been made, If any changes have been made, participating banks will send ServiceTitan a list of updated customer card information. After receiving the list, ServiceTitan will attempt to automatically update card information for you.
Membership Renewal Protection is fully automatic and doesn’t require any action from you once it’s enabled.
Note: It may take up to seven business days to fully process any updated cards.
After ServiceTitan processes updated customer cards, you can see which cards were updated by creating and running the Updated Credit Cards report.
ServiceTitan attempts to update any saved customer credit card that has been charged for a membership within the last 60 days. Because different banks have different policies for updating card information, some customer cards may not be updated.
Note: American Express cards are not updated by Membership Renewal Protection.
Create an Updated Credit Cards report
Follow the steps to create a custom report based on the Updated Credit Cards template.
Run an Updated Credit Cards report
Set a date range for your Updated Credit Cards report:
Use From and To calendar fields to set a range of dates to run the report on. You can:
Use the calendar to select a specific date range and then click Apply.
Use the left menu to select a preset date range:
Today: From 12:00 AM to the current time.
Yesterday: Previous day, from 12:00 AM to 11:59 PM.
This Week: From Monday through Sunday of the current week.
Week to Date: From Monday through the current date of the current week.
Last 7 Days: Previous seven days, including today.
Last 14 Days: Previous 14 days, including today.
Last 30 Days: Previous 30 days, including today.
Month to Date: From the first of the current month to the current day.
Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days: Previous 90 days, including today.
This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date: From the first day of the current quarter to the current day.
Year to Date: From January 1 of the current year to the current day.
Last 365 Days: Previous 365 days, including today.
Last Year: From January 1 of the previous year to December 31.
Click Run.
Read report results
Your report results display in an easy-to-read table based on the filters you set. By default, the Updated Credit Cards report includes the following columns:
Nmi UpdatedOn Date: Date that the customer’s credit card information was updated
Customer: Name of the customer whose credit card information was updated
Card Type: Card type that was updated
New Card Last 4: New last four digits of the updated credit card
New Expiration: New expiration date of the updated credit card
You can also edit the report columns and filter and arrange the report.