Understanding the memberships sales cycleLast updated on 09/09/2022
When selling a membership, there are several steps you can take to ensure the successful sale of a membership.
Membership sales workflow
Steps to selling a membership
What happens when there are add-ons?
Step One: Invoice the customer for the new membership When the membership sells, you’ll invoice the customer using the membership sale task from the Pricebook.
Add-on charges will be rolled into the membership price.
Step Two: Review & book the customer’s recurring service events
You can access a customer’s membership immediately once it’s been sold.
Here are two common ways to look up a customer's recurring service events:
Add-on services will automatically appear on the membership.
Step Three: Attach installed equipment to the recurring services It is a best practice to have a record of every installed equipment item at the service location. If a recurring service is for an equipment item, the equipment should be attached to the recurring service.
Click here to learn more.
You can also attach equipment to add-on services.
Step Four: Process membership billing If the membership has recurring billing, the billing settings will automatically populate in the customer’s membership. You can always change the next bill date and other billing settings if necessary.
Click here for more information on processing membership billing.
If there are extra billing charges for the add-on, the membership bill will automatically adjust.
Step Five: Renew the membership You can use the Expiring Memberships tab on the Follow up screen to generate renewal estimates, then follow up and sell membership renewals.
You can change the membership renewal option, if the customer decides to upgrade (or downgrade) the membership.
Add-ons will automatically appear on the membership renewal estimate.
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.