video1.0<iframe src="https://www.loom.com/embed/8ca3b2ec7b3e41bfa10dc21213ba9a98" frameborder="0" width="1348" height="1011" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10111348Loomhttps://www.loom.com10111348https://cdn.loom.com/sessions/thumbnails/8ca3b2ec7b3e41bfa10dc21213ba9a98-f9aa6f50d0d4d908.gif878.4443In this video, I walk you through a basic membership audit, focusing on our membership types, pricing, and billing templates. I highlight the importance of ensuring that each membership is set up correctly, including ongoing and upfront billing options. I also request that you check the workflow for renewal tasks and billing templates to ensure they function as intended. Please pay special attention to the recurring services setup, as it’s crucial for our accounting processes.