Feature / Lead Management

Build brand loyalty
with memberships

Drive recurring revenue and improve client retention with monthly or annual auto-renewing pool service memberships and custom packages.

Membership Growth

Revenue Challenges

01

Unpredictable Income

Seasonal fluctuations and one-time services make revenue planning difficult and cash flow inconsistent.

02

Client Acquisition Costs

Constantly finding new customers is expensive compared to retaining existing ones with recurring services.

03

Manual Upselling

Staff struggle to remember and pitch additional services during appointments, missing revenue opportunities.

Service Packages

Weekly Cleaning
Chemical Balance
Equipment Check
01 / Upsell Automation

Your ticket to
more upsells

Make it simple for your pool service staff to upsell memberships or packages to clients  they can add services to checkout with just one click. Set expiration dates and maintain complete control.

One-Click Upsells

Staff can add packages during service with simple button clicks

Flexible Expiration

Set custom expiration dates for seasonal or temporary packages

Complete Control

Full visibility and management of all membership terms

02 / Automated Renewals

Automate renewals or
pause benefits for later

Don't worry about tracking down pool owners for payment. All pre-paid memberships will renew automatically based on the terms you set. Pause memberships for seasonal clients or special needs.

Automatic Renewals

Set renewal terms and let the system handle payments

Seasonal Flexibility

Pause memberships for winter months or vacations

Custom Terms

Flexible billing cycles to match client preferences

Auto-Renewal Active

Next charge: March 15

Paused for Season

Resume: April 1

Payment Updated

Card ending 4532

Membership Dashboard

Active Memberships247
Monthly Revenue$12,450
Renewal Rate94%
Location A156 members
Location B91 members
03 / Membership Reporting

Track memberships across
one or all locations

Whether you have one location or twenty, track membership reconciliations and packages with powerful reporting and centralized dashboard. Update payment info directly in client profiles.

Multi-Location Views

Consolidated reporting across all business locations

Payment Management

Quick updates to client payment information and billing

Revenue Analytics

Detailed insights into membership performance and trends

04 / Client Engagement

Client perks keep you
top-of-mind

Ensure memberships remain top-of-mind for pool owners with automated billing alerts. Remind clients to update payment info and flag profile updates for your staff.

Billing Alerts

Automated reminders for payment updates and renewals

Secure Portal

Client portal for safe payment information updates

Staff Notifications

Profile flags alert staff to client payment issues

Payment Reminder

Card expires next month

Membership Active

Premium package renewed

Action Required

Update billing address

Membership Impact

Pool service businesses with membership programs see dramatic improvements in revenue predictability and client retention.

40%
Revenue Increase
85%
Client Retention
12mo
Average Membership
Customer Success
"Membership packages have transformed our cash flow. We went from worrying about seasonal dips to having predictable monthly revenue year-round. Our clients love the convenience and we love the stability."

Sarah Chen

Owner, Crystal Waters Pool Service

Build recurring revenue
starting today

Join pool service businesses using UpBuoy memberships to create predictable revenue and stronger client relationships.

Feature / Lead Management
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