Create membership typesLast updated on 09/13/2022

• You can create multiple duration and billing frequency options with a single membership type. You select the customer’s duration and billing frequency selection at the point of sale.

• If you use deferred revenue in your accounting, make sure to set up deferred revenue before creating membership types.

• Edits to membership types don’t affect existing memberships, except for member discounts and deferred revenue recognition changes. For example, if you change the monthly billing price for an ongoing membership type, the price change only applies to future memberships.

To get started, create a new membership type, which is the basic template for a membership you sell to customers. You can create multiple membership types for the various services you offer.

Tip: While you can always edit your membership later, the more detailed you are while setting up your memberships, the easier it is for your technicians to sell them.

To create a new membership type:

1. Go to the navigation bar and click Settings .

2. From the side menu, go to Invoicing > Membership Types.

3. Click Create Membership Type.

The Create New Membership page opens.

Name the membership type

The membership type name is visible on customer estimates and invoices. To name your membership type:

1. In the Name field, enter a name for your membership.

2. (Optional) Enter a Display Name. This name displays externally in the Customer Portal.

3. Click Save & Next.

Assign membership tags

Tags help you quickly identify members on the customer record and on the service location record.. Technicians can also see these tags on the job screen in ServiceTitan Mobile letting them know that the job is for a member.

To assign tags:

1. Add tags you want associated with the membership type:

   • Click the Existing Tags dropdown and select a tag.

   • Click Create New Tag to add a new tag type.

2. Click Save & Next.

Add duration and billing frequency details

Set how long the membership lasts and when you want to bill customers. You can create multiple duration and billing variations for a membership type. For example, if you offer a monthly air filter change membership, you can create an ongoing option where the customer is billed monthly or you can create a fixed duration option where the customer pays up front for an entire year of filter changes.

Note: You set prices for each option in the billing section of the Create New Membership page.

1. In the Duration & Billing Options section, click the Duration dropdown and select a duration type:

   • Ongoing—Customer is billed periodically for the membership and there is no expiration date

   • Fixed—Membership has an expiration date after which the customer can renew

2. If the membership duration is fixed, in the Expires After field, enter how many months the membership lasts. If the membership duration is ongoing, skip to the next step.

3. Click the Billing Frequency dropdown and select how often you want to bill for the membership. Memberships can be billed monthly, every other month, quarterly, bi-annually, or annually. Fixed-duration memberships can also be paid for upfront.

4. Click Add another option to create another duration and billing frequency option for the membership type. Otherwise, click Save & Next.

Set discounts

You can apply discounts for all services or you can set discounts by business unit (BU) or by pricebook categories and subcategories. Also, you can add discounted member prices for pricebook service items that apply to service locations with active memberships.

By default, the amount of member savings appears on estimates and invoices.

Note: Any discount included with the membership applies to the standard price of service items. If a service item includes discounted member pricing, between the member price and the discounted standard price, the lower price is used on invoices and estimates.

To set discounts:

1. Deselect Show membership saves on customer facing invoices to hide member savings on all of the customer’s estimates and invoices. Note: If the customer has other memberships with this option selected, member savings are still hidden on invoices and estimates.

2. Select Allow proportional markup of standard price on $0 items to add a markup for items without a standard price in your pricebook. When you enter a price for the item on an invoice or estimate, the standard price is set on the invoice based on the customer discount. For example, if you enter $90 for a service item without a standard price and the membership discount is 10%, the customer is charged the membership price of $90.00, but the invoice lists the standard price for the service at $100.00.

3. Enter the discounts you want to include with the membership:

   • Select All services to apply a discount to all pricebook service items:

     1. Enter the percent discount you want in the % field. Note: This option applies the discount universally across your pricebook items. Do not use this option if you don't want to discount every service item.

   • Select Business Units to apply discounts to jobs assigned to specific BUs:

     1. Click the dropdown and select which business units you want to apply discounts to. Click Select all to apply discounts for all BUs.

     2. When you’re done, click anywhere onscreen to hide the dropdown.

     3. Enter the percent discount you want to apply for each BU.

   • Select Categories to apply discounts to service items within specific pricebook categories and subcategories:

     1. Click the dropdown and select which categories and subcategories you want to apply discounts to. Click Select all to apply discounts for all categories.

     2. When you’re done, click anywhere onscreen to hide the dropdown.

     3. Enter the percent discount you want to apply for the selected categories and subcategories.

4. Select Do not discount if percentage is set to 0% to override member discount pricing in your pricebook. If a discount is set to 0%, standard pricing is used for items within that category or assigned to that BU.

5. When you’re done adding discounts, click Save & Next.

Set locations

Memberships can apply to one or all of a customer’s service locations. Typically, a membership only applies to a single location.

To set locations:

1. Under Locations, select if you want the membership to apply to all the customer’s service locations or a single one.

2. Click Save & Next.

Set prices with the membership pricing table

The membership pricing table lets you set prices for selling and renewing memberships and for ongoing billing. These prices are used for the pricebook items on membership invoices.

Note: Account configuration is required to use the membership pricing table. To update your account, please contact Technical Support for details.

To use the membership pricing table:

1. Under Create Prices, select Yes.

   Note: If you select No, you must manually set prices for sales, renewal, and billing tasks in your pricebook.

2. Answer the pricing questions about billing and renewals. Your answers are used to create the membership pricing table.

3. In the membership pricing table, enter prices for selling, billing, and renewing each membership option. Note: Some fields are disabled based on the billing and duration type and your answers to the pricing questions. You can change your answers to enable certain fields.

4. When you’re done setting prices, click Save & Next.

Add a new sale task

New sale tasks are pricebook service items used to sell memberships. Technicians can find new sale tasks in their pricebook and add them to estimates and invoices. Adding a new sale task to an invoice activates the membership.

To add a new sale task:

1. Under New Sale Tasks, click Create New Task to create a new sale task. Or, click the Sale Task Code dropdown to search for or select an existing sale task from your pricebook.

2. When you’re done, click Save & Next.

Add a renewal task

Renewal tasks are pricebook service items used to renew fixed-duration memberships. Technicians can find renewal tasks in their pricebook and add them to estimates and invoices. Adding a renewal task to an invoice renews the membership.

Note: If the membership type doesn’t include any fixed-duration memberships, you can skip this step.

To add a renewal task:

1. Under Renewal Tasks, click Create New Task to create a renewal task. Or, click the Renewal Task Code dropdown to search for or select an existing renewal task from your pricebook.

2. When you’re done, click Save & Next.

Add billing template

Membership billing templates are a type of invoice template used to create recurring billing invoices. The template includes a pricebook service item used to invoice customers based on the billing frequency of the membership.

Note: If the membership type doesn’t include any memberships with recurring billing, you can skip this step.

To add a billing template:

1. Under Billing Template, click the dropdown and select the billing template you want to use to create billing invoices for the membership type. Or, click Create Billing Template to create an invoice template.

   Note: If you use the membership billing table to set prices for the membership type, set the price of the billing service item on the billing template to $0.

2. When you're done, click Save & Next.

Add recurring services

Recurring services are the inspections, maintenance visits, or other services typically included with a membership. A membership type can include multiple recurring service types.

To add recurring services:

1. Click Add Existing Service. Or click Create New Service to create a recurring service type.

   Note: If Create New Service is selected, the Add Recurring Service Type form opens. Fill out the information to create a new Recurring Service type, and when you're finished, click Save.

2. After Add Existing Service is clicked, search for or select an existing recurring service in the dropdown. Then click Add.

3. In the Event Offset column, enter when you want the first service visit for the recurring service to occur. You can select either Weeks or Months. Then click Apply.

   Note: If the recurring service frequency is seasonal, the first recurring service event is scheduled based on the months specified in the recurring service type.

4. When you’re done adding recurring services, click Save & Next.

Enter revenue recognition details.

Under Revenue Recognition, enter when you want membership revenue recognized. If you use accrual accounting, you can defer membership revenue and recognize portions of it as you perform recurring services. For more, see Set up deferred revenue.

Note: Deferred revenue requires account configuration. To update your account, please contact Technical Support for details.

To enter revenue recognition details:

1. Under Revenue Recognition, select how you want to recognize revenue:

   • Point of sale—Revenue is recognized when the membership is sold.

   • Deferred—Revenue is recognized when you perform recurring services. For details, see Set up deferred revenue for membership types.

2. When you’re done, click Save & Next.

Review Membership Type details

After you complete setting up your membership type, the summary screen opens showing all the details of your membership type.

To edit the membership type, click the Expand icon next to any of the Create New Membership page sections and click a step to jump to that screen.

To create another membership type containing the same information as this type, click Clone. This duplicates the existing membership type, which you can then edit as needed.

• Visit ServiceTitan Academy and enroll in Setting Up Memberships

• See Memberships glossary