Build and send a treatment plan
Combine services, packages and products with prices, then send it to accept, sign and pay.
Table of Contents
On the Plans page, click Build plan and choose Treatment plan.
Type at least 3 characters to choose the patient, or create a new one.
Click Apply on a template, or Start from scratch.
Add your message, then the services, packages, products and resources.
Set prices, discounts and tax for each line.
Choose what the patient can do
In the plan settings, set the expiry and turn on Allow booking, Request signature and Take payment online. You can also allow partial payment.
Send it
Send the plan by email or text in the language you choose, or copy the link and share it yourself.
Up next
Next, read Create and use plan templates.