---
title: "Duplicate membership types"
slug: "duplicate-membership-types"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"]
updated: 2026-10-16T01:12:03Z
published: 2026-10-16T01:12:03Z
canonical: "help.servicetitan.com/duplicate-membership-types"
---

> ## 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.

# Duplicate membership types

## Overview

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.

---

### 

****Who uses this feature****

- Administrators and managers
- Primarily benefits Residential Service and Replacement business types
- Applies to all trades

## How to duplicate a membership type

1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A38Z&se=2026-11-09T12%3A28%3A38Z&sr=c&sp=r&sig=SxMUPwUyH9VL3RhbDzvVeOs3Zmf5j8jJPEQNqTDzpHo%3D).
2. In the side panel, go to **Invoicing** > **Membership Types**.
3. Click **Edit** for the membership type you want to duplicate. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/duplicate-membership-types-image-6zzudtkv.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A38Z&se=2026-11-09T12%3A28%3A38Z&sr=c&sp=r&sig=SxMUPwUyH9VL3RhbDzvVeOs3Zmf5j8jJPEQNqTDzpHo%3D)
4. In the *Summary* section, click **Clone**. ![Summary page](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/duplicate-membership-types-image-jz5l6hr1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A38Z&se=2026-11-09T12%3A28%3A38Z&sr=c&sp=r&sig=SxMUPwUyH9VL3RhbDzvVeOs3Zmf5j8jJPEQNqTDzpHo%3D)The membership is now duplicated, as indicated by the (Copy) in the membership type name. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/duplicate-membership-types-image-ndp5pi41.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A38Z&se=2026-11-09T12%3A28%3A38Z&sr=c&sp=r&sig=SxMUPwUyH9VL3RhbDzvVeOs3Zmf5j8jJPEQNqTDzpHo%3D)

To change the name of the duplicated membership type and other details, you can [edit the membership type](/residential-s-r/docs/edit-membership-types).

## 

## Want to learn more?

- See [Membership accounting options](/residential-s-r/docs/membership-accounting-options)
- See [Create membership types](/residential-s-r/docs/create-membership-types)

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)

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)