---
title: "What is the process for adding a new recurring service to a membership type and customer membership?"
slug: "what-is-the-process-for-adding-a-new-recurring-service-to-a-membership-type"
updated: 2026-10-16T01:17:28Z
published: 2026-10-16T01:17:28Z
canonical: "help.servicetitan.com/what-is-the-process-for-adding-a-new-recurring-service-to-a-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.

# What is the process for adding a new recurring service to a membership type and customer membership?

## Problem

Users need to add a new recurring service to a Membership type and also want to add them to active Customer Memberships.

> [!NOTE]
> **Note:** Adding Recurring service type to membership type will not apply the recurring service type to already active customer memberships. You need to add the recurring service type directly to the customer membership.

## Solution

By following these steps, you will add a recurring service type to a membership type, and active customer membership.

#### Add recurring service to a membership type

1. Go to **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/organize-and-reorder-technician-teams-image-64mayqjl.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A39%3A14Z&se=2026-11-09T12%3A39%3A14Z&sr=c&sp=r&sig=%2Ft21mpbvRjdvR4ZSp9xoT5aDjwOGExL7ysN6%2B92ocrQ%3D) **> Invoicing > Membership Types**.
2. Edit the membership type in question.
3. Click on **Reccurences.**
4. Select **Add Recurring Service.**
5. Select **Add Existing Service** if you have the recurring service type already created or **Create New Service** if you want to create one from scratch. For more, see [Create and edit recurring service types.](/residential-s-r/docs/create-and-edit-recurring-service-types)
6. Save changes.

This step will add the recurring service type to all memberships that will be sold to customers in the future. To add the recurring service type to existing active customer memberships follow to the next steps.

#### Add recurring service to an active customer membership

1. Go to the customer profile.
2. Find and click on the active membership under *Memberships* section.
3. Edit the membership.
4. Under *Recurring services* Click **Add Recurring Service.**
5. Select the recurring service you want to add.
6. Save changes.

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 template used to set up recurring services for a service location. It includes details to help book recurring service events into jobs including job type, business unit, recurrence type, and duration type.

[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)