--- title: "Edit membership types" slug: "edit-membership-types" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"] updated: 2026-10-16T01:12:08Z published: 2026-10-16T01:12:08Z canonical: "help.servicetitan.com/edit-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. # Edit membership types ## ## Overview If you want to change a membership discount setting or add a recurring service to a membership, edit the Membership type. --- ### ****Who uses this feature**** - Administrators and Office Employees - Primarily benefits Residential Service and Replacement business types - Applies to all trades Things to know - If you make changes to a membership type, existing Customer Memberships are affected for the following settings: Membership Name, Tags, and Discount. Changes to these settings are reflected on future jobs and invoices. - Any other changes to a membership type do not affect existing memberships. For example, if you increase the Billing template for a membership type from $10/month to $15/month, all existing memberships will continue to be billed at $10/month. - You can [make changes to an individual customer’s membership](/residential-s-r/docs/edit-customer-memberships) rather than to a membership type. Changes to an individual membership do not affect the membership type or any other customer’s membership. ## Edit 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%3A35Z&se=2026-11-09T12%3A28%3A35Z&sr=c&sp=r&sig=V7fWYvJk%2FJK5iOwKrs4iTL8tcfLAti%2F8tSNJp9vsf%2Bo%3D). 2. From the side panel, go to **Invoicing** > **Membership Types**. 3. Click **Edit** next to the membership type you want to edit. ![Overview of membership types](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-membership-types-image-1vtxcp0e.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A35Z&se=2026-11-09T12%3A28%3A35Z&sr=c&sp=r&sig=V7fWYvJk%2FJK5iOwKrs4iTL8tcfLAti%2F8tSNJp9vsf%2Bo%3D) 4. The top navigation of the Edit Membership guided workflow is separated into steps. Click the dropdown arrow to view all the settings within that step, and click the settings you want to change. See [Create membership types](/residential-s-r/docs/create-membership-types) to learn about individual membership settings. ![Edit Membership page](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-membership-types-image-w9ud1kic.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A35Z&se=2026-11-09T12%3A28%3A35Z&sr=c&sp=r&sig=V7fWYvJk%2FJK5iOwKrs4iTL8tcfLAti%2F8tSNJp9vsf%2Bo%3D) 5. After editing the membership settings, click **Save & Next** until you reach the Summary. ![Navigation buttons](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-membership-types-image-wq4m9j90.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A35Z&se=2026-11-09T12%3A28%3A35Z&sr=c&sp=r&sig=V7fWYvJk%2FJK5iOwKrs4iTL8tcfLAti%2F8tSNJp9vsf%2Bo%3D) To create another membership type containing the same information as this type, click **Clone**. This duplicates the existing membership type, which you can then edit as needed. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-membership-types-image-570ra72l.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A35Z&se=2026-11-09T12%3A28%3A35Z&sr=c&sp=r&sig=V7fWYvJk%2FJK5iOwKrs4iTL8tcfLAti%2F8tSNJp9vsf%2Bo%3D) To deactivate a membership type, click on the **Active** toggle. A confirmation message will open, confirming you want to deactivate the membership type. Click **Deactivate** to continue. ![Confirmation message asking to deactivate membership type with cancel and deactivate options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-membership-types-image-1nzodmhk.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A35Z&se=2026-11-09T12%3A28%3A35Z&sr=c&sp=r&sig=V7fWYvJk%2FJK5iOwKrs4iTL8tcfLAti%2F8tSNJp9vsf%2Bo%3D) > [!NOTE] > **Note**: Active memberships created from a membership type are not affected if you deactivate the membership type. If you want to cancel an existing customer’s membership, see [Cancel or delete a customer’s membership](/residential-s-r/docs/cancel-and-delete-customer-memberships). ## Want to learn more? - See [Edit customer memberships](/residential-s-r/docs/edit-customer-memberships) - See [Membership accounting options](/residential-s-r/docs/membership-accounting-options) 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) Billing templates are a type of invoice template that include the pricebook item used to generate billing invoices for ongoing memberships. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)