---
title: "Understand the memberships sales cycle"
slug: "understanding-the-memberships-sales-cycle"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch"]
updated: 2026-10-16T01:12:29Z
published: 2026-10-16T01:12:29Z
canonical: "help.servicetitan.com/understanding-the-memberships-sales-cycle"
---

> ## 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.

# Understand the memberships sales cycle

When selling a membership, there are several steps you can take to ensure the successful sale of a membership.

## Membership sales workflow

| **Steps to selling a membership** | **What happens when there are add-ons?** |
| --- | --- |
| **Step 1: Invoice the customer for the new membership** When the membership sells, you’ll invoice the customer using the membership sale task from the Pricebook. | *Add-on charges will be rolled into the membership price.* - Add-on task(s) should be added to the membership sales invoice (the initial invoice). - Make sure to check **This is an add-on task** as you add the item to the invoice. Select the membership as the **Parent Task**. |
| **Step 2: Review & book the customer’s recurring service events** You can access a customer’s membership immediately once it’s been sold. Here are two common ways to look up a customer's recurring service events: - Navigate to the customer or location and click into the membership. The customer’s recurring service events display in the *Recurring Events* table. - Use the *Recurring Service Events* screen in Follow Ups. | *Add-on services will automatically appear on the membership.* - If an add-on is for an extra service (for example, an extra maintenance visit in the spring), you’ll see it listed in the customer’s recurring services. - If the add-on is an upgrade to an existing recurring service (for example, an extra heating system for a duplex), you’ll see it on the invoice template for the applicable recurring service. |
| **Step 3: Attach installed equipment to the recurring services** It is a best practice to have a record of every installed equipment item at the service location. If a recurring service is for an equipment item, the equipment should be attached to the recurring service. | *You can also attach equipment to add-on services.* |
| **Step 4: Process membership billing** If the membership has recurring billing, the billing settings will automatically populate in the customer’s membership. You can always change the next bill date and other billing settings if necessary. | *If there are extra billing charges for the add-on, the membership bill will automatically adjust.* - If you ever need to make manual adjustments to a customer’s billing, you can edit the customer's billing settings. |
| **Step 5: Renew the membership** You can use the Expiring Memberships tab on the Follow up screen to generate renewal estimates, then [follow up on membership renewals](/residential-s-r/docs/follow-up-on-expiring-memberships). You can change the membership renewal option, if the customer decides to upgrade (or downgrade) the membership. | *Add-ons will automatically appear on the membership renewal estimate.* |

> **Note:** Only membership task is allowed on a membership billing invoice.

> [!TIP]
> **Tip**: For the above add-on processes to work, [add-on setup](/residential-s-r/docs/set-up-membership-add-ons) is required.