Service Titan Knowledge Base

Duplicate membership typesLast updated on 09/09/2022

If you’re creating more than one membership type in ServiceTitan, you can duplicate similar membership types. For example, if you have a Gold membership type and want to create an upgraded Platinum type that includes additional recurring services, you can create a duplicate of the Gold membership type and edit it to fit the Platinum membership type.

How to duplicate a membership type

  1. Go to the navigation bar and click Settings settings.png.

  2. In the side panel, go to Invoicing > Membership Types.

  3. Click Edit for the membership type you want to duplicate.

  4. In the Summary section, next to Actions, click Copy.

    The membership is now duplicated, as indicated by the (Copy) in the membership type name.

To change the name of the duplicated membership type and other details, you can edit the membership type.

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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.