---
title: "Why are the recurring service tags not transferring to the customer profile after renewing the membership?"
slug: "why-are-the-recurring-service-tags-not-transferring-to-customer-profile"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"]
updated: 2026-10-16T01:17:42Z
published: 2026-10-16T01:17:42Z
canonical: "help.servicetitan.com/why-are-the-recurring-service-tags-not-transferring-to-customer-profile"
---

> ## 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.

# Why are the recurring service tags not transferring to the customer profile after renewing the membership?

## Problem

When renewing a membership, tags associated with the Membership type do not transfer to the customer profile of the membership.

## Solution

If you want the tags to be included in the renewed membership, you'll need to sell it as a new membership instead of renewing the existing one.

#### Confirm when the membership was sold

1. Check the date when the customer's membership was created. Go to the Customer Membership and click **Audit Trail**.
2. Make sure the tags are added to the Recurring services after the customer's membership activation date.

> [!NOTE]
> **Note:** Changes made to the membership type or recurring services settings after the membership is sold won't apply retroactively.

#### Sell a new membership

1. Go to the customer's profile.
2. Click on **Sell Membership**, so you create a new membership instead of renewing the current one.
3. Make sure to add all the desired tags to the recurring services of the new membership type before completing the sale.
4. Finalize the sale of the new membership. This ensures that all tags are correctly transferred to the recurring services associated with the membership.

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)

A downloadable log of who changed what record and when.

**What it does:** Provides change history for accountability, error investigation, and compliance across teams.

**Also called:** Change history

**Tags:** Core

[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)