Memberships & Payment Plans

Where to find it: Go to Analytics and select Memberships Analytics or Payment Plan Analytics from the dashboard picker.

Two dashboards help you track recurring revenue and installment payments:

Memberships Analytics — Shows the status of all memberships: who’s active, who’s frozen or cancelled, and when the next billing cycle is.
Payment Plan Analytics — Tracks active payment plans, how much has been collected, and what’s still outstanding.

Memberships Analytics

Summary Cards

Four summary cards at the top give you a quick snapshot of your membership program:

Card	What it shows
Total Members	Number of members across all statuses, with a trend indicator comparing to the previous month
Projected MRR	Monthly recurring revenue based on active memberships, with a trend indicator comparing to the previous month. Based on each plan’s configured price — processing fees passed to patients aren’t counted here. This is a projection of recurring billings, not recognized revenue — for the difference, see Cash vs. Accrual Accounting.
New Members in [Month]	Number of new memberships started this month, with a trend indicator comparing to the previous month
Cancelled in [Month]	Number of cancellations this month, with a trend indicator comparing to the previous month (for cancellations, an increase is shown in red)

Charts

Two bar charts appear above the table. These charts show all-time data and are not affected by the table filters:

Memberships by Status — Shows each membership plan as a stacked bar, colored by status (Active, Frozen, Cancelled, Delinquent, or Expired). A quick glance tells you the overall health of each plan.
Members by Location & Membership — Shows member counts broken down by clinic location and membership plan. Useful for seeing which locations and plans are performing best.

What the Statuses Mean

Status	What it means
Active	The membership is in good standing and billing normally
Frozen	The membership is temporarily paused — the patient isn’t being charged, but they haven’t cancelled
Cancelled	The patient ended their membership
Delinquent	A payment failed and hasn’t been resolved yet — the patient still has a membership, but their card isn’t going through
Expired	The membership reached its end date (for memberships with a fixed term)

Watch for Delinquent status. Delinquent memberships mean a patient’s payment method failed. These need attention quickly — reach out to the patient to update their card on file before the membership lapses.

Table Columns

Column	What it shows
Patient	The member’s name
Membership	Which membership plan they’re on
Status	Current status (Active, Frozen, Cancelled, Delinquent, or Expired)
Price	The recurring price they’re being charged. If the plan passes the credit card surcharge to the patient, that fee appears as a separate Processing Fee line on the receipt, not in this column.
Start Date	When the membership started
Created Date	When the membership record was created (the table defaults to showing the last 90 days by created date)
Next Billing	When the next charge will be attempted
Payment Method	The card or payment method on file
Sold By	Which provider enrolled the member

Commonly Asked Questions

Which provider is best at enrolling members?

Setting	Value
Group by	Sold By Provider

Each group shows how many memberships a provider enrolled and their status breakdown. Use this to identify who’s actively selling memberships and who might need encouragement or training.

Filters

Filter	What it does
Patient Name	Search by patient name
Locations	Show only memberships at selected locations
Membership Type	Filter by specific membership plans
Status	Filter by membership status
Sold By	Filter by the provider who enrolled the member
Created Date	Filter by a date range for when memberships were created

Grouping Options

Group by	What it shows
Location	Memberships grouped by clinic location
Membership Type	Memberships grouped by plan
Status	Memberships grouped by status
Sold By Provider	Memberships grouped by who enrolled the member
Start Date	Memberships grouped by start date
Created Date	Memberships grouped by when they were created

Payment Plan Analytics

Summary Cards

Five summary cards at the top give you a quick overview:

Card	What it shows
Active Plans	Number of currently active payment plans
Total Plan Value	Combined dollar value of all plans
Amount Collected	Total payments received so far across all plans
Amount Outstanding	Remaining balance across all plans
Failed / Cancelled	Count of plans in failed or cancelled status

Quick health check: Compare Amount Collected to Total Plan Value. If the ratio is low and you have many active plans, your plans are still early in their lifecycle. If it’s high, most of your plans are nearly paid off.

Table Columns

Column	What it shows
Patient	Patient name (click to open the full plan details)
Plan Total	The full value of the payment plan
Amount Paid	How much has been collected so far
Remaining	Outstanding balance
Installments	Progress shown as completed out of total (e.g., “3 / 6”)
Frequency	How often payments are charged: Weekly, Biweekly, or Monthly
Status	Current plan status: Active, Completed, Failed, or Cancelled
Next Payment	Date of the next scheduled installment
Created	When the plan was created (hidden by default)
Location	Clinic location (hidden by default)
Payment Method	Card or method used for automatic charges (hidden by default)

View Plan Details

Click any patient name to open a detail panel showing:

The full installment schedule
Payment history for each installment
Which payments succeeded and which failed

Commonly Asked Questions

Which patients owe the most?

Setting	Value
Filters	Status = Active
Sort by	Remaining (descending)

Filter to Active plans first, then sort by Remaining to prioritize the largest outstanding balances. Click any patient name to see their full installment schedule and which payments have succeeded or failed.

Filters

Filter	What it does
Locations	Show only plans at selected locations
Status	Filter by plan status: Active, Completed, Failed, or Cancelled
Frequency	Filter by payment frequency: Weekly, Biweekly, or Monthly

Grouping Options

Group by	What it shows
Status	Plans grouped by status
Location	Plans grouped by clinic location
Frequency	Plans grouped by payment frequency

Tips

Set a weekly review cadence. Check Delinquent memberships and Failed payment plans at least once a week. The sooner you catch a failed payment, the easier it is to resolve — patients are more likely to update their card when contacted quickly.

Export for accounting. Both dashboards support exporting to spreadsheets. Your accountant or bookkeeper may want the Payment Plan data monthly to track receivables.

​Memberships Analytics

​Summary Cards

​Charts

​What the Statuses Mean

​Table Columns

​Commonly Asked Questions

​Which provider is best at enrolling members?

​Filters

​Grouping Options

​Payment Plan Analytics

​Summary Cards

​Table Columns

​View Plan Details

​Commonly Asked Questions

​Which patients owe the most?

​Filters

​Grouping Options

​Tips

Memberships Analytics

Summary Cards

Charts

What the Statuses Mean

Table Columns

Commonly Asked Questions

Which provider is best at enrolling members?

Filters

Grouping Options

Payment Plan Analytics

Summary Cards

Table Columns

View Plan Details

Commonly Asked Questions

Which patients owe the most?

Filters

Grouping Options

Tips