---
title: "What is the recommended workflow for transferring a membership to a new customer profile when merging locations?"
slug: "recommended-workflow-transferring-membership-new-customer-profile-merging-locati"
tags: ["Role - Admin", "Role - CSR Dispatch", "Focus - Service Replacement", "Type - Commercial", "Area - Memberships"]
updated: 2026-10-16T01:14:53Z
published: 2026-10-16T01:14:53Z
canonical: "help.servicetitan.com/recommended-workflow-transferring-membership-new-customer-profile-merging-locati"
---

> ## 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.

# What is the recommended workflow for transferring a membership to a new customer profile when merging locations?

## Problem

When locations are merged, memberships do not automatically transfer to the new customer profile, even though Recurring service events (RSE) do.

## Solution

In this case, we recommend reselling the membership under the right customer profile:

1. Cancel the old membership.
  1. Go to the original customer profile with the membership.
  2. Go to the membership page.
  3. Click **Edit** to edit the membership.
  4. Review their membership details. Look for the membership start date and any other important information.
  5. Set the status of the membership to Canceled.
  6. Follow the prompts to confirm the cancellation. Make sure to note the reason for cancellation as moving to a new address.
2. Sell a new membership at the new address.
  1. Sell a new membership for this customer, making sure it matches the original membership's details.
  2. Backdate the new membership to the original membership's start date.
  3. Confirm the new membership is active on the new customer profile and all details are correct.

Following these steps, you can ensure the membership is correctly transferred to the new customer profile after merging locations.

> [!NOTE]
> **Note:** A feature for transferring memberships is available. Contact [Technical Support](http://go.servicetitan.com/ask) to see if that feature works with your membership setup.

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)