Auto ask for memberships | Feature Requests

Auto ask for memberships

Darren Miller

Needs to be a way a customer can sign up for a membership plan from an estimate, or before they pay for an invoice. 2 options 5% off this visit if you sign up today and 10% odd all future visits or any variation of existing plan offers.

December 23, 2025

Nicoh

Yes, and attach some kind of marketing effort to them. Like a digital flyer or something.
We also use service contracts that we have the customer sign. It would be great if we could attach the contracts to the service plans to have them digitally sign for that specific contract.
Currently we have to pull up the correct contract separately from a totally different section.
Also, the ability to put the service plan on the booking link for customers to sign up themselves as well.

Philip Ferreira

If I'm understanding, add a service plan to an estimate or invoice? That would be good.

Darren Miller

Philip Ferreira Not just be able to add, but allow the customer to sign up for it themselves as well

Philip Ferreira

Darren Miller makes sense.