Membership Settings

You can offer and sell Memberships directly from the mobile app using ready-to-use forms and templates.

Memberships help build long-term customer relationships. They can cover the cost of regular services, and when done right, they keep customers happy and loyal.

IndusTrack makes it easy. Once a membership is set up and assigned, the system automatically adds the services included. You can also apply or adjust discounts at any time.

How to Set Up Memberships

1. Go to Settings > Membership.
2. IndusTrack includes 3 default membership types:
   • Silver
   • Gold
   • Platinum

You can rename and customize each membership plan as needed. Each plan is set up the same way, one at a time.

Enable or Disable a Membership

• By default, a membership is enabled (active).
• To disable it (make it unavailable), check the Disabled box.

Membership Fields

Here’s what you’ll need to fill in:

Name

• The name of the membership (e.g., “Premium Plan”).
• You can change it or leave it as is. When updated, the tab name changes too.

Description

• Add details about what’s included or not included.
• Mention any benefits, discounts, or special offers.

Billing Type

• Choose how often the customer will be billed:
  • One-time
  • Monthly
  • Quarterly
  • Twice a Year

Price

• Enter the price of the membership.

Default Term

• Set the standard duration or billing term for the membership.

Add Recurring Services

You can link services to a membership so they happen regularly. These are called Recurring Services.

Steps:

1. Choose a Job Template from the drop-down.
   • This unlocks the Task Template and Recurring options.
2. Select the Task Template linked to that job.
3. Set the Frequency:
   • Click the repeat icon.
   • Choose Weekly or Monthly.

Weekly Setup

• Click Weekly.
• In “Recur every,” choose how often (e.g., every 1 or 2 weeks).
• Select the day(s) of the week the service should run.

Monthly Setup

• Click Monthly.
• Choose the day of the month (e.g., 15th).
• Pick the month(s) when the service will run.

You can add more recurring services by choosing other job templates and repeating the steps.

When done, click Save.

Assign Memberships to Customers

Once your memberships are ready, you can assign them to customer profiles. This adds value for your customers with:

• Special discounts
• Exclusive services
• VIP treatment