Memberships
Memberships let you offer patients recurring plans with ongoing benefits - like monthly discounts, included services, or credits they can use toward treatments.Why Offer Memberships?
Predictable Revenue
Monthly recurring income you can count on
Patient Loyalty
Members return more often and stay with your practice
Better Value
Patients feel they’re getting a deal with membership perks
Simplified Billing
Automatic monthly charges - no chasing payments
Viewing Your Memberships
1
Go to Memberships
Click Inventory in the menu, then Memberships
2
See your plans
Each row shows a membership with its price, how many members you have, and total revenue
3
View details
Click the arrow on the left to expand and see what’s included
What’s Included in a Membership?
A membership can include any combination of:- Credits - A monthly dollar amount patients can use toward any service
- Discounts - Percentage off certain services or products
- Included services - Specific treatments covered by the membership
- Rollover - Whether unused credits carry over to next month
Creating a New Membership
1
Click Add Membership
Top right corner of the page
2
Set the basics
- Name - What patients will see (e.g., “Gold Membership”)
- Price - How much to charge
- Billing frequency - Monthly, quarterly, or annually
3
Add benefits
Choose what members get:
- Monthly credits to spend
- Discounts on services
- Free included services
4
Save
Your membership is ready for enrollment
Enrolling a Patient
There are two ways to enroll patients:From the Membership Page
1
Find the membership
Locate it in your list
2
Click the menu
The three dots (⋮) on the right
3
Select Add New Member
Search for and select the patient
4
Complete enrollment
Set the start date and payment method
From the Patient’s Profile
1
Go to the patient
Open their profile
2
Go to Memberships tab
Click the Memberships tab on the left
3
Click Enroll
Choose which membership to add them to
Viewing Members
To see who’s enrolled in a membership:1
Find the membership
Locate it in your list
2
Click the member count
The number in the “Members” column is a link
3
View member list
See all enrolled patients with their status and next billing date
Editing a Membership
1
Click the menu
Three dots (⋮) on the membership row
2
Select Edit
Opens the membership settings
3
Make changes
Update name, price, or benefits
4
Save
Changes apply to new enrollments (existing members keep their current terms)
Archiving a Membership
No longer offering a membership? Archive it:1
Click the menu
Three dots (⋮) on the row
2
Select Archive
Confirm the action
Archiving prevents new enrollments, but existing members keep their membership and benefits until they cancel.
Billing Frequencies
| Option | When patients are charged |
|---|---|
| Monthly | Every month |
| Quarterly | Every 3 months |
| Semi-annually | Every 6 months |
| Annually | Once a year |
Common Questions
What happens if a member's payment fails?
What happens if a member's payment fails?
You’ll receive an alert, and the patient will be notified to update their payment method. Their benefits may be suspended until payment is successful.
Can members cancel anytime?
Can members cancel anytime?
Yes, you can cancel a membership at any time from the patient’s profile. You can also configure whether to prorate their final month.
Do unused credits roll over?
Do unused credits roll over?
This depends on how you set up the membership. You can configure whether credits expire at the end of each month or roll over.
Can I have different membership tiers?
Can I have different membership tiers?
Yes! Create multiple memberships with different price points and benefits (e.g., Silver, Gold, Platinum).
Troubleshooting
| Problem | Solution |
|---|---|
| Can’t archive membership | Make sure there are no active members, or archive anyway and existing members will remain |
| Member count looks wrong | Try refreshing the page |
| Benefits not applying at checkout | Verify the membership is active and the patient is enrolled |
| Can’t see member details | Click the member count to view the list |