Using the Membership To-Do list, a company can review and approve new memberships and mark them as complete after they are sold. We recommend approving new members every week to ensure your clients are quoted appropriate prices in the system.
Your Membership To-Do list is located under Dispatch ---> Memberships
After a membership is sold on an invoice, the customer's membership will appear on your Membership To-Do list. This list can be filtered using any of the filtering options, or downloaded as a .xlsx file.
By default, the Membership To-Do list shows only memberships needing approval. Alternatively, using the To-Do / All toggle, a user could see every membership sold during a specific time period.
On the Membership To-Do List, select the name of the membership program. Information about the membership will display. The information will mirror the information provided on the invoice. Change any information, if applicable, and select Save & Complete. Our system will automatically mark this membership as Complete, and your customer will have a membership crown next to their name indicating that they are a member.
Note: Only switch the Complete toggle manually if this customer's membership already exists on their account, in the event that it was manually entered directly into their customer record prior to this Membership To-Do being completed. If you attempted to add the membership a second time, a pop-up will display warning you that you are in jeopardy of creating a duplicate membership program for this customer.
Memberships are a great resource to help drive Annual Recurring Revenue and own your backyard!