Overview
Printing and emailing membership renewals is helpful for technicians and back office employees who have customers interested in renewing a membership and want financial details before doing so.
Who uses this feature
Office employees
Primarily benefits Residential Service and Replacement business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
You can generate membership renewal estimates for an individual customer or in bulk.
After you renew a membership, you can print or email the renewal invoice to the customer.
After you generate membership renewal estimates, you can follow up and sell membership renewals.
For details on how to follow up on expiring memberships, log follow up notes, and sell membership renewal estimates, see Follow up on expiring memberships.
Create membership renewal estimates
Go to the navigation bar and click Follow Up.
Click the Expiring Memberships tab.
Note: You can filter the expiring memberships list by business unit, membership type, membership expiration date, or opportunity status.
Select the memberships for which you want to create renewal estimates. If you need to renew all listed memberships, click Select all.
Click Bulk Edit.
Select Build Estimates and click Apply.
Note: If the customer has membership add-ons, the add-ons are included on the renewal estimate.
Print or email a renewal estimate for an individual
Go to the navigation bar and click the Follow Up icon.
Click Expiring Memberships.
Note: You can filter the expiring memberships list by business unit, membership type, membership expiration date, or opportunity status.
Click a renewal estimate to open it in a new tab.
Click the Email or Print icon, located in the top corner of the estimate. If you click Email, fill out the details accordingly and click Send.
The renewal estimate is also available on the customer or location record.
Go to the customer or location record.
Click the membership name or location to open the customer’s membership window.
Click the Email or Print icon, located in the top corner of the estimate.
Print renewal estimates in bulk
You can use Bulk Edit in the Expiring Memberships tab to print estimates in bulk or generate email renewal estimates in bulk, if you want to do a mass printing or mailing.
Note: Estimates cannot be mass-emailed from the Follow Up tab. They can only be sent individually.
From the Follow Up page, go to the Expiring Memberships tab and select the renewal estimates you want to print.
Note: Make sure there’s a renewal estimate in the Estimate column for each membership you want to print estimates for.
Click Bulk Edit.
The Bulk Edit window opens.
Select Print Estimate, then click Apply.
After you generate membership renewal estimates, you’re ready to follow up and sell membership renewals.