--- title: "Create membership types" slug: "create-membership-types" tags: ["Role - Admin", "Role - Accountant", "Focus - Service Replacement", "Type - Residential", "Area - Memberships"] updated: 2026-10-16T01:11:33Z published: 2026-10-16T01:11:33Z canonical: "help.servicetitan.com/create-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. # Create membership types ## Overview Membership types are templates used to create memberships. Membership types include all the details you need to sell, renew, and bill memberships. Membership types also include member discounts and help set up Recurring service events for service visits included with the membership. [Create membership types Video](https://fast.wistia.net/embed/iframe/lnosptdg9r?web_component=true&seo=true&videoFoam=false) --- ### ****Who uses this feature**** - Administrators and managers - Primarily benefits Residential Service and Replacement business types - Applies to all trades ****Feature configuration**** - Account configuration is required to use the membership pricing table. To update your account, please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. ## ## Things to know - You can create multiple duration and billing frequency options with a single membership type. You select the customer’s duration and billing frequency selection at the point of sale. - If you use Deferred revenue in your accounting, make sure to [set up deferred revenue](/v1/docs/set-up-deferred-revenue) before creating membership types. - Edits to membership types don’t affect existing memberships, except for member discounts and deferred revenue recognition changes. For example, if you change the monthly billing price for an ongoing membership type, the price change only applies to future memberships. ## Create a membership type To get started, create a new membership type, which is the basic template for a membership you sell to customers. You can create multiple membership types for the various services you offer. > [!TIP] > **Tip:** While you can always edit your membership later, the more detailed you are while setting up your memberships, the easier it is for your technicians to sell them. To create a new membership type: 1. Go to the top toolbar bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D). 2. From the side menu, go to **Invoicing** > **Membership Types**. 3. Click **Create Membership Type**. The Create New Membership page opens. ![Step one of creating a new membership](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-58dqjvn8.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) ## Add membership type basics #### Name the membership type The membership type name is visible on customer estimates and invoices. To name your membership type: 1. In the **Name** field, enter a name for your membership. 2. (Optional) Enter a **Display Name**. This name displays externally in the Customer Portal. 3. Click **Save & Next**. ![Membership naming](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-dro5whd2.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) #### Assign membership tags Tags help you quickly identify members on the Customer Record and on the service Location Record. Technicians can also see these tags on the job screen in ServiceTitan Mobile letting them know that the job is for a member. To assign tags: 1. Add tags you want associated with the membership type: 1. Click the **Existing Tags** dropdown and select a tag. 2. Click **Create New Tag** to [add a new tag type](/v1/docs/manage-tags). 2. Click **Save & Next**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-9qb069tm.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) #### Add duration and billing frequency details Set how long the membership lasts and when you want to bill customers. You can create multiple duration and billing variations for a membership type. For example, if you offer a monthly air filter change membership, you can create an ongoing option where the customer is billed monthly or you can create a fixed duration option where the customer pays up front for an entire year of filter changes. > **Note:** You set prices for each option in the billing section of the Create New Membership page. 1. In the Duration & Billing Options section, click the **Duration** dropdown and select a duration type: - **Ongoing**: Customer is billed periodically for the membership, and there is no expiration date - **Fixed**: Membership has an expiration date after which the customer can renew 2. If the membership duration is fixed, in the **Expires After** field, enter how many months the membership lasts. If the membership duration is ongoing, skip to the next step. 3. Click the **Billing Frequency** dropdown and select how often you want to bill for the membership. Memberships can be billed monthly, every other month, quarterly, bi-annually, or annually. Fixed-duration memberships can also be paid for upfront. ![Dropdown menu showing membership duration options](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-ppisk5mz.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) 4. Click **Add another option** to create another duration and billing frequency option for the membership type. Otherwise, click **Save & Next**. ![Options for subscription duration](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-pfnfdc8v.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) #### Set discounts You can apply discounts for all items added to your invoice and estimates from your pricebook or you can set discounts by business unit (BU) or by pricebook categories and subcategories. Also, you can [add discounted member prices for pricebook service items](/v1/docs/apply-membership-discounts) that apply to service locations with active memberships. By default, the amount of member savings appears on estimates and invoices. > **Note:** Any discount included with the membership applies to the standard price of service items. If a service item includes discounted member pricing, between the member price and the discounted standard price, the lower price is used on invoices and estimates. To set discounts: 1. Deselect **Show membership saves on customer facing invoices** to hide member savings on all of the customer’s estimates and invoices. > [!NOTE] > **Note:** If the customer has other memberships with this option selected, member savings are still hidden on invoices and estimates. ![Settings for discounts and membership savings](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-cbmtrlyp.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) 2. Select **Allow proportional markup of standard price on $0 items** to add a markup for items without a standard price in your pricebook. When you enter a price for the item on an invoice or estimate, the standard price is set on the invoice based on the customer discount. For example, if you enter $90 for a service item without a standard price and the membership discount is 10%, the customer is charged the membership price of $90.00, but the invoice lists the standard price for the service at $100.00. 3. Enter the discounts you want to include with the membership: - Select **All services** to apply a discount to all items added to the customer invoice and estimates from your pricebook: 1. Enter the percent discount you want in the **%** field. > [!NOTE] > **Note**: This option applies the discount universally across your pricebook items. Do not use this option if you don't want to discount every item. - Select **Business Units** to apply discounts to jobs assigned to specific BUs: 1. Click the dropdown and select which business units you want to apply discounts to. Click **Select all** to apply discounts for all BUs. 2. When you’re done, click anywhere onscreen to hide the dropdown. 3. Enter the percent discount you want to apply for each BU. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-273itkz4.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) - Select **Categories** to apply discounts to service items within specific pricebook categories and subcategories: 1. Click the dropdown and select which categories and subcategories you want to apply discounts to. Click **Select all** to apply discounts for all categories. 2. When you’re done, click anywhere onscreen to hide the dropdown. 3. Enter the percent discount you want to apply for the selected categories and subcategories. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-ub30xesl.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) 4. Select **Do not discount if percentage is set to 0%** to override member discount pricing in your pricebook. If a discount is set to 0%, standard pricing is used for items within that category or assigned to that BU. 5. When you’re done adding discounts, click **Save & Next**. #### Set locations Memberships can apply to one or all of a customer’s service locations. Typically, a membership only applies to a single location. To set locations: 1. Under *Locations*, select if you want the membership to apply to all the customer’s service locations or a single one. 2. Click **Save & Next**. ![Membership application options](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-91zrhxpu.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) ## ## Add billing details #### Set prices with the membership pricing table The membership pricing table lets you set prices for selling and renewing memberships and for ongoing billing. These prices are used for the pricebook items on membership invoices. > **Note:** Account configuration is required to use the membership pricing table. To update your account, please contact [Technical Support](/v1/docs/contact-servicetitan-technical-support) for details. To use the membership pricing table: 1. Under *Create Prices*, select **Yes**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-8taj6ulv.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) > [!NOTE] > **Note:** If you select No, you must manually set prices for sales, renewal, and Billing tasks in your pricebook. 2. Answer the pricing questions about billing and renewals. Your answers are used to create the membership pricing table. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-p6pg83x9.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) 3. In the membership pricing table, enter prices for selling, billing, and renewing each membership option. > [!NOTE] > Your title goes here > > **Note**: Some fields are disabled based on the billing and duration type and your answers to the pricing questions. You can change your answers to enable certain fields. 4. When you’re done setting prices, click **Save & Next**. ![Billing options](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-k8bapumk.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) #### Add a new sale task New sale tasks are pricebook service items used to sell memberships. Technicians can find new sale tasks in their pricebook and add them to estimates and invoices. Adding a new sale task to an invoice activates the membership. To add a new sale task: 1. Under *New Sale Tasks*, click **Create New Task** to [create a new sale task](/v1/docs/create-new-sale-and-renewal-tasks). Or, click the **Sale Task Code** dropdown to search for or select an existing sale task from your pricebook. ![new sale tasks with options for task selection and creation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-2cvdapvi.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) 2. When you’re done, click **Save & Next**. #### Add a renewal task Renewal tasks are pricebook service items used to renew fixed-duration memberships. Technicians can find renewal tasks in their pricebook and add them to estimates and invoices. Adding a renewal task to an invoice renews the membership. > **Note:** If the membership type doesn’t include any fixed-duration memberships, you can skip this step. To add a renewal task: 1. Under *Renewal Tasks*, click **Create New Task** to [create a renewal task](/v1/docs/create-new-sale-and-renewal-tasks). Or, click the **Renewal Task Code** dropdown to search for or select an existing renewal task from your pricebook. ![Instructions for creating renewal tasks in a membership management system interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-xw05jpd1.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) 2. When you’re done, click **Save & Next**. #### Add billing template Membership Billing templates are a type of Invoice template used to create recurring billing invoices. The template includes a pricebook service item used to invoice customers based on the billing frequency of the membership. > **Note:** If the membership type doesn’t include any memberships with recurring billing, you can skip this step. To add a billing template: 1. Under *Billing Template*, click the dropdown and select the billing template you want to use to create billing invoices for the membership type. Or, click **Create Billing Template** to [create an invoice template](/v1/docs/create-and-edit-invoice-and-billing-templates). ![Billing template selection interface for creating recurring invoices](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-jumj8ltp.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) > [!NOTE] > **Note:** If you use the membership billing table to set prices for the membership type, set the price of the billing service item on the billing template to $0. 2. When you're done, click **Save & Next**. ## Set recurrences #### Add recurring services Recurring services are the inspections, maintenance visits, or other services typically included with a membership. A membership type can include multiple Recurring service types. To add recurring services: 1. Click **Add Existing Service**. Or click **Create New Service** to [create a recurring service type](/v1/docs/create-and-edit-recurring-service-types). ![recurring services with options to create or select services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-mbzalnvi.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) > [!NOTE] > **Note**: If Create New Service is selected, the Add Recurring Service Type form opens. Fill out the information to [create a new Recurring Service type](/v1/docs/create-and-edit-recurring-service-types), and when you're finished, click **Save**. 2. After *Add Existing Service* is clicked, search for or select an existing recurring service in the dropdown. Then click **Add**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-01nn9d8a.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) 3. In the *Event Offset* column, enter when you want the first service visit for the recurring service to occur. You can select either *Weeks* or *Months*. Then click **Apply**. ![Service visit scheduling for recurring membership](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-3r0z0rnh.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) > [!NOTE] > **Note:** If the recurring service frequency is seasonal, the first recurring service event is scheduled based on the months specified in the recurring service type. 4. When you’re done adding recurring services, click **Save & Next**. #### Enter revenue recognition details Under *Revenue Recognition*, enter when you want membership revenue recognized. If you use accrual accounting, you can defer membership revenue and recognize portions of it as you perform recurring services. For more, see [Set up deferred revenu](/v1/docs/set-up-deferred-revenue)[e](/v1/docs/set-up-deferred-revenue). > **Note:** Deferred revenue requires account configuration. To update your account, please contact [Technical Support](/v1/docs/contact-servicetitan-technical-support) for details. To enter revenue recognition details: 1. Under *Revenue Recognition*, select how you want to recognize revenue: - **Point of sale:** Revenue is recognized when the membership is sold. - **Deferred:** Revenue is recognized when you perform recurring services. For details, see [Set up deferred revenue for membership types](/v1/docs/set-up-deferred-revenue-for-membership-types). 2. When you’re done, click **Save & Next.**![Revenue recognition options for membership: point of sale or deferred selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-b4zs0gb6.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) #### Review Membership Type details After you complete setting up your membership type, the summary screen opens, showing all the details of your membership type. ![Summary of details including billing and service information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-d8i52317.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) To edit the membership type, click the **Expand** icon next to any of the Create New Membership page sections and click a step to jump to that screen. ![Navigation menu showing billing options](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-membership-types-image-0epff5hw.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%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/create-membership-types-image-bw3avqoy.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) ## FAQ --- ### #### Why didn’t the customer’s membership tag disappear from their location profile after the membership expiration? If the membership tag is set up in the membership type settings in **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=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) > **Invoicing** > **Membership Types** > **Edit Membership Type** > **BASICS** > **Tags**, then the tag automatically will appear on the customer or location profiles while the membership is active, and the tag will disappear after the membership expires or is canceled or deleted or suspended. You should manually delete the tag from the location profile. Or, it should be the Data Team that can remove the tag if it has been applied to many locations. **Recommended:** If the membership tag is set up in the membership sale or renewal task in the *Workflow* tab in **Pricebook** > **Services** > **Edit task** > **Workflow** tab > **Apply X tag to X**, then the tag is associated with the task itself and not the membership. With this setup, the tag should still appear on the location profile or where it was set up in Pricebook after the membership expires. ![recommended workflow for mem](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-faq-image-qq7mbrn7.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) **NOT recommended:** ![not recommended workflow for mem](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-faq-image-cl6dne02.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) #### Can I apply discounts to tasks through a membership type? Yes. Discounts can be applied through Categories, Business Units, or All Services. Selecting All Services means every service in your Pricebook receives a discount. #### Why is the discount not showing up on the invoice? The reason is that the *Do not discount if percentage is set to 0%* option is selected. Deselect that option to apply a discount to the invoice. ![Checkbox indicating not to discount if percentage is set to zero percent.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-faq-image-e4exkuin.jpg?sv=2026-02-06&spr=https&st=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) #### Why are all my subcategories receiving discounts? When you apply a discount to the main category, all the subcategories that fall under the main category receive the discount by default. For example, if you apply a discount to the HVAC category, all the services and parts that fall under the HVAC category will receive a discount. #### What does Do not discount if percentage is set to 0% mean? Anything with 0% in the discount field will not be given a discount. This applies to any category or sub-category. For example, if you set a discount for your Plumbing category at 0% but you want to discount all Water Treatment and Winterize services by 15% but both are sub-categories under Plumbing, then you would select the *Do not discount if percentage is set to 0%* option. This means that any percentage that has been manually set above 0% will generate a discount and anything that is at 0% will not. In this case, your Plumbing category and its subcategories. #### What happens when I select Allow proportional markup of standard price on a $0 item? If the Pricebook item does not have a standard price and is added to the invoice, the price you entered will be the member price and ServiceTitan will calculate a price based on the discount given by the membership type. ***Example****: If the Item's standard price is set to $0 in the pricebook and you set the item price to $50 when adding it to the invoice, the system will apply a discount to the $50 based on the membership type discount.* #### What happens when I deselect Show membership savings on customer-facing invoices? Your customer will not see any discounts or member savings on their invoice, including discounts from other memberships. #### Are the Potential Member and Potential Membership Renewal tags automatically available in my ServiceTitan account? Yes, ServiceTitan creates the *Potential Member* and *Potential Membership Renewal* tags automatically for all ServiceTitan users when they are onboarded. These tags appear in **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=2026-11-07T16%3A16%3A51Z&se=2026-11-07T17%3A16%3A51Z&sr=c&sp=r&sig=44NmEon81QeAU3fo2AM%2BWFdekGehdyZFtT8C0ZOzX0A%3D) > **Operations** > **Tag Types**. #### Why can’t I see the Potential Member and Potential Membership Renewal tags in Tag Types? If customers change the name of the tags or deactivate them, you can't find the *Potential Member* and *Potential Membership Renewal* tags in the *Tag Type* section. #### How can I see the Potential Member and Potential Membership Renewal tags in Tag Types and use them again? To use the *Potential Member* and *Potential Membership Renewal* tags: 1. Go to the navigation bar and click **Settings** > **Operations** > **Tag Types**. 2. In *Inactive* tags, check if the *Potential Member* and *Potential Membership Renewal* tags are deactivated. 3. If tags are deactivated, create new tags with *Potential Member* and *Potential Membership Renewal* names. 4. In *Active* tags, check if the *Potential Member* and *Potential Membership Renewal* tags are renamed. 5. If tags are renamed, change the names back to *Potential Member* and *Potential Membership Renewal*. #### Can I change the color and the code of the Potential Member and Potential Membership Renewal tags without affecting their functionality? Yes, you can change the color and the code of the *Potential Member* and *Potential Membership Renewal* tags without affecting their functionality. > [!NOTE] > **Note:** Only the names of the tags should remain the same. #### When can I see the Potential Member tag in ServiceTitan? The *Potential Member* tag appears when you book a job for a customer who does not have an active membership. ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Setting Up Memberships](https://servicetitan.docebosaas.com/academy/learn/courses/390/Setting-Up-Memberships). - See [Memberships glossary](/v1/docs/memberships-glossary) 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) 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) Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** deferred income A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A pricebook service item added to a billing invoice template for an ongoing membership. Every ongoing membership type needs a billing task for periodic billing. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A pricebook service item that activates a membership when added to an invoice. Every membership type needs a sale task to sell the membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A pricebook service item that renews a membership when added to an invoice. Every fixed-duration membership type needs a renewal task to renew the membership. [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) Invoice templates are used to generate invoices for recurring services and billing invoices. They include the pricebook items for services performed during a recurring service job or for periodic billing of ongoing memberships. [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) 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)