How to Set Up Memberships

Overview

Use memberships in simPRO to apply a discount to all quotes, jobs, and recurring jobs / invoices raised against a customer for a specific period of time. This is useful for boosting customer loyalty and revenue, as customers with memberships are more likely to use your services again within the membership duration. Offering discounted membership pricing can also encourage new customers to accept quotes.

To sell or allocate free memberships to customers, you need to create them in System Setup. You can also archive and restore memberships, and enable security groups to access memberships.

To learn how to: