Let's Go Over How Memberships Function
To begin creating a membership, navigate to settings, locate financials, and then choose wellness/memberships. In the top right corner you will find +New Membership, once selected you will be presented with the following page.
Here we will give the membership a name, set duration, set price, termination fee if wanted, and agreement/terms.
- Name of the Membership
- Duration - A membership can be set to run either monthly or weekly and the duration of either can be set from 1 - 12.
- Price - This indicates the amount the patient will be charged on a monthly or weekly basis, depending on the membership settings.
- Early Termination Fee - Here you can indicate if there will be a termination fee or not.
- Agreement/Terms - This is the section where you can outline the terms and agreements that are applicable to the membership.
Once all the details have been entered and submitted, a new screen will appear where services and products can be added.
If you choose to click on either +Add Service or +Add Product, a new screen will appear where you can include the services or products, quantity, price, and discounted price.
After completing all necessary additions, click on the save button to finalize and create your membership. As shown in the example provided, a 12-month membership is set at $150.00 per month with no early termination fee. This displays the services included for monthly usage.
Next, proceed to set up recurring payments by accessing the patient's file, locating the billing tab, and selecting Pay Methods. From there, you can add a credit card to be charged monthly.
Once the card is set up, it will be automatically billed on the same day, with recurring payments scheduled for the same date each month. If set for weekly billing, payments will occur on the same day of the week as initially set up.