Memberships
Recurring plans for your patients.
Create a membership
Build a recurring plan with perks and pricing.
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Sell a membership
Sign a patient up at the till or on their card.
Pause or cancel a membership
Stop billing for a while, or for good.
Memberships explained
What a membership is, what it can include and what you need before you sell your first plan.
Set how often a perk renews
Refresh a perk weekly, monthly or yearly, whatever schedule the membership itself bills on.
Set membership prices by location
Charge a different price at each clinic, and decide where members can use their perks.
Create a fixed-term membership
Bill a set number of payments and let the plan end by itself, with nothing to cancel by hand.
Create a free-of-charge membership
Give selected patients real perks without billing them, for VIP tiers or staff plans.
Create a family membership
Cover several people under one plan with a single payment and perks they all share.
Set up credit rollover
Carry unused sessions or credit into the next period so patients don't lose what they paid for.
Add a one-time enrolment fee
Charge a joining fee on the first invoice, on top of the plan's regular recurring price.
Edit a membership plan
Change a plan's perks, price or appearance, and see the plan's earlier versions.
Delete a membership plan
Remove a plan you no longer sell, and what happens to the patients who are still on it.
Resume a paused membership
Restart billing and perks for a patient, either today or on a date you choose.
Read a patient's membership status
What each status on a patient's membership means, and what it means for billing and perks.
Tour the membership dashboard
Read your recurring revenue, plan performance and members in one place, and act on failed payments.
Use a membership at checkout
Apply a patient's free sessions, credit and discounts when you take payment at the till.
View a membership's history
See every invoice, charge and change behind a membership, in date order, from the patient card.