Customer
Enter the email on the work order — this finds the customer record.
Membership plan
Coverage
Membership dates
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The card is charged today, then on the renewal date shown and every 12 months after until canceled. The plan calendar snaps to the next Apr 1 or Oct 1 (never a past date); the renewal charge is 12 months after that anchor. Only check the box if the customer is under another company's plan and wants a later anchor — they still pay today.