How do I create a membership?

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  1. Go to Setup > Setup Services > Setup Memberships
  2. Click Add New
  3. Add Membership Details
    1. Name is the name of the membership
    2. Price is the amount to bill
      1. Note: When the membership is sold is when the Monthly, Quarterly or Yearly billing is selected
      2. Optional: Select a Service Package to auto credit every time the membership bills
    3. Auto Expire Package checkbox if enabled will auto expire the remaining services within the Service Package at the end of the membership billing cycle.  
  4. Click Save

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