Create and use plan templates
Save the plans you send most often, so a new plan fills in with one click.
Table of Contents
On the Plans page, click Templates, then Build template.
On Items, name the template, then set the expiry, message and items. Prices can be changed on each plan.
Under Template summary, choose who can use it: Only me, Everyone in your clinic or Specific people.
On Design, arrange the pages the patient sees, and add your own.
Click Save template.
AI Suggestions reads your active services, products and packages, and proposes bundles you can review and save.
Up next
Next, read How patients view, sign and pay for a plan.