What is the preferred method for creating renewal estimates for memberships?

Creating renewal estimates for memberships from the expiring memberships tab in the follow-up screen is preferred because this method provides a focused and organized way to track and manage upcoming renewals. This tab consolidates all information related to memberships that are about to expire, allowing for a more streamlined process in generating accurate and timely estimates. By using this specific feature, you ensure that you are working directly with current data related to memberships that require attention, thus improving the workflow and enhancing customer service.

In contrast, while using the customer’s service history can provide insights into a customer's past interactions and needs, it does not specifically focus on the timing of membership renewals, which is crucial for accurate estimates. Creating estimates during the first membership sale may miss out on changes in the customer's needs or circumstances that develop over time. Similarly, generating estimates after a membership has expired is less efficient, as it can lead to delays and may result in lost opportunities for retaining customer engagement. Therefore, the approach of using the expiring memberships tab is the most proactive and precise method for managing renewals.