Memberships
Plans, perks, terms, and inviting your first members.
Set up membership plans
Contract defaults, perks, and linking bookable services to membership — so patients can build packages and pay monthly.
Track membership activity and failed payments
See portal logins, payments, and failed charges on the member card — and what happens for the patient.
Add patients to a membership
Add a patient from the membership dashboard — send an invite link or build their package first.
Smart membership packages
Suggest a membership package from a patient’s past visits and checkout history, then review and send it for them to sign.
Membership usage on the patient card
See used, booked, and remaining treatments for the membership year — including loading vs maintenance and membership perks.
Membership treatment planner
Members see remaining treatments in their portal and can plan visits — staff can check the same allowances on the patient card.
Still stuck?
Send us a message and we'll get you sorted. If you're logged in, you can also use the ? Help button in your admin dashboard.