--- title: "Change a renewal membership type" slug: "change-a-renewal-membership-type" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Residential"] updated: 2026-10-16T01:13:42Z published: 2026-10-16T01:13:42Z canonical: "help.servicetitan.com/change-a-renewal-membership-type" --- > ## 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. # Change a renewal membership type ## ## Overview You can change the type of membership you want to renew. In ServiceTitan, there are two ways you can edit renewal Membership type: through the Follow Up screen or through the Search screen. --- ### ****Who uses this feature** -** - Administrators and Back Office - Primarily benefits Residential Service and Replacement business types - Applies to all trades ## **Things to know** - This feature is enabled by default. - Common uses for this feature include: - A customer wants to upgrade their membership - A customer wants a membership for a different Business Unit ## Edit renewal membership type in Follow Up You can access all of your Customer Memberships through the Follow Up screen. To edit the renewal membership type from the Follow Up screen, complete these steps: 1. Go to the navigation bar and click **Follow Up**. 2. Click the **Expiring Memberships** tab. ![Follow-up categories including opportunities, surveys, and upcoming appointments displayed in a dashboard.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-a-renewal-membership-type-image-s5xd2au4.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A39Z&se=2026-11-09T12%3A29%3A39Z&sr=c&sp=r&sig=ZjHtIDXzqOxtmcE12tZ10L2%2F88HZcN%2BPCFHOqXe2iJw%3D) 3. Under *Renewal Opportunities*, click the text in the *Opportunity Status* cell to view the customer's expiring memberships. ![Table displaying renewal opportunities with columns for status, follow-up date, and estimate.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-a-renewal-membership-type-image-wnit1rhn.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A39Z&se=2026-11-09T12%3A29%3A39Z&sr=c&sp=r&sig=ZjHtIDXzqOxtmcE12tZ10L2%2F88HZcN%2BPCFHOqXe2iJw%3D) 4. In the Customer Record, click the **pencil** icon to edit the membership renewal type. 5. In Edit Membership, click the **Renew Membership With** dropdown to select a membership type. ![Options to renew membership with a dropdown menu](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-a-renewal-membership-type-image-d2dwf2do.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A39Z&se=2026-11-09T12%3A29%3A39Z&sr=c&sp=r&sig=ZjHtIDXzqOxtmcE12tZ10L2%2F88HZcN%2BPCFHOqXe2iJw%3D) 6. When you’re done, click **Save**. The customer record page appears. In Membership, you can view the updates you made for the customer membership type. ## ## Edit renewal membership type through Search 1. Go to [Search](/residential-s-r/docs/use-search-in-servicetitan) and select **Customer**. 2. Enter the customer name. 3. Click the **Search** icon. 4. Click the customer you want. The customer record appears. You will be directed to the customer record page. 5. Under Memberships, click the membership you want to change the Membership Type. ![Details of Membership, including renewal status and dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-a-renewal-membership-type-image-kpmsn2wg.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A39Z&se=2026-11-09T12%3A29%3A39Z&sr=c&sp=r&sig=ZjHtIDXzqOxtmcE12tZ10L2%2F88HZcN%2BPCFHOqXe2iJw%3D) 6. In the customer membership record, click the pencil icon to edit the renewal membership type. 7. In Edit Membership, click the **Renew Membership With** dropdown and select the desired membership type. 8. When you’re done, click **Save**. The customer record page appears. ## ## Want to learn more? - See [Basic Membership Workflows](/residential-s-r/docs/basic-memberships-workflows) 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) When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)