Memberships

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.