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Add a one-time enrolment fee

Charge a joining fee on the first invoice, on top of the plan's regular recurring price.

Table of Contents

An enrolment fee covers setup costs, such as a first consultation, without raising the regular price.

  • Open the plan under Setup, Memberships, and go to the Payments step.

  • Under Pricing & Duration, set the Amount, Tax and Recurring schedule.

  • Turn on Enrolment fee.

  • Enter the fee and choose its tax rate.

  • Click Finish.

The fee appears only on the first invoice when a patient signs up. Later charges are the plan price alone.

Up next

Next, read Edit a membership plan.