LIVE WEBINAR
Memberships 101 - Back 2 Basics Webinar Series
March 25th 2025
11:00 am (pst)
Guest speakers
Joel Pachefsky
Senior Program Facilitator
ServiceTitan
Full bio
Join us for this educational webinar where we'll tackle common pain points associated with memberships and recurring services, and how to effectively address them. We'll delve into the areas companies often get wrong, and walk through the basic setup process. This includes a focus on sales tasks, renewal tasks, billing templates, and invoice templates, explaining how each impacts memberships and recurring services.
We'll also cover setting up basic recurring services with a specific job type for maintenance visits and tune-ups. Plus, learn how to easily track your membership customer count with the memberships dashboard and reporting.
What you will learn:
-
Identify and fix common pain points related to membership management.
-
Master the basic setup of memberships and recurring services, including sales, renewal, and billing processes.
-
Learn how to utilize the memberships dashboard and reporting to track customer data.