--- title: "Basic memberships workflows" slug: "basic-memberships-workflows" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - CSR Dispatch", "Role - Technician", "Type - Residential"] updated: 2026-10-16T01:12:24Z published: 2026-10-16T01:12:24Z canonical: "help.servicetitan.com/basic-memberships-workflows" --- > ## 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. # Basic memberships workflows ## **Overview** Learn about common workflows for setting up and editing memberships to better serve customers' needs. --- ### ****Who uses this feature**** - Administrators - Primarily benefits Residential Service and Replacement business types - Applies to all trades ## Things to know - You can think of a recurring service as the settings for when a recurring event will show as due. For example, you might have a Recurring services called "AC tuneup" that is set to occur seasonally in September for a single visit and the recurring event for "AC tuneup" would show due for 9/1 of that year. ## Sell memberships & membership add-ons You can [sell memberships and membership add-ons from the office](/residential-s-r/docs/sell-memberships-from-the-office). - To sell a membership, add the membership new sale task to any invoice or estimate. - To sell a membership add-on, simply add it to the membership invoice (you'll need to select **This is an add-on**, then select the membership as the Parent Task). You can also [sell memberships and membership add-ons in Mobile](/residential-s-r/docs/sell-memberships-in-servicetitan-mobile). ## Schedule recurring service events into jobs You can use the Recurring service events screen in Follow Ups to [book recurring service events into jobs](/residential-s-r/docs/manage-recurring-service-events), for all of your active memberships. You can also book jobs by navigating to the service Location Record under *Recurring events*. Click an event to book it into a job. ## Process membership billing You can [process membership billing](/residential-s-r/docs/process-recurring-billing-for-memberships-and-service-agreements) from the Invoice screen. Click **Charge Members** to generate membership invoices. If the customer has a [stored payment method](/residential-s-r/docs/manage-stored-customer-payment-methods) attached to the membership, the customer will be automatically charged. If the customer does not have a payment method on the membership, an invoice will still be generated (so you can send the bill to the customer). ## Renew memberships You can use the Expiring Memberships tab on the Follow Up screen to [generate renewal estimates](/residential-s-r/docs/generate-print-and-email-membership-renewal-estimates). Then, you'll be able to follow up on expiring [membership and sell renewals](/residential-s-r/docs/follow-up-on-expiring-memberships). If a customer ever indicates they want to renew their membership ahead of schedule, you can also add the membership Renewal task to any customer invoice. #### Membership reporting Click **Reports** from the top navigation menu for membership reports. Popular reports include the Membership Sold By report (overview of membership sales) and the New Member Report (list of new members). More information on memberships is available on the [memberships home page](/residential-s-r/docs/memberships-home). ## ## Want to learn more? - See [Create Membership types](/residential-s-r/docs/create-membership-types) - See [Change a renewal membership type](/residential-s-r/docs/change-a-renewal-membership-type) The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A pricebook service item that activates a membership when added to an invoice. Every membership type needs a sale task to sell the membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A pricebook service item that renews a membership when added to an invoice. Every fixed-duration membership type needs a renewal task to renew the membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)