Selling and redeeming memberships and packages
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Once you have defined plans and packages in Settings > Memberships, you manage the patient's enrolments and sessions in Memberships & packages on the Billing tab of their record.
Enrolling on a membership
For a plan offered in the manual enrolment dropdown, choose it and press Enrol on membership. The record shows the plan name and monthly price. This action does not collect a payment or set up a card subscription.
Press Cancel to end a manual membership. If the patient already has a membership paid through Stripe, only the clinic owner can cancel it here. A card membership normally ends at the close of the paid period; an unpaid invoice may still be retried. Check the cancellation result and end date shown on the record.
Selling a package
Pick a package from the dropdown, which shows its price and session count, and press Sell package. It appears on the record with the remaining sessions, for example 3 of 3 left. This adds the package entitlement but does not take the patient's money.
Redeeming a session
Press Use a session next to the package. The remaining count falls by one; using the last session marks the package as used up.
Check the package's treatment and expiry before you redeem it. The button checks the package's status and remaining sessions, but does not enforce its treatment or expiry, or link the redemption to an appointment.
Cancel stops further use of the package. It does not refund the patient, so handle any refund separately.
Recording the money
Record payments for packages and manually enrolled memberships separately, using your normal payment process. Use a session does not reduce an appointment's balance or settle an invoice. Check the visit's financial record separately so prepaid treatment is accounted for correctly.
If the patient already has a membership paid through Stripe, check that membership's payment records before recording anything manually, so you do not count the same money twice.
A tidy habit
Redeem the session while the patient is with you, then check both the remaining count and the visit's balance.