Setting up membership plans

A membership is a recurring monthly plan a patient signs up to, for example a Skin Club at £49 a month. Memberships turn occasional visitors into committed regulars with predictable revenue.

Creating a plan

1. Go to Settings > Memberships (owners only).
2. In the Memberships section, fill in the form: a Plan name, the Monthly price, and an optional Description of what members get.
3. Press Add membership plan.

You can create several plans at different price points. Each plan in the list shows its monthly price, and can be deactivated at any time with the Deactivate button. Deactivating stops new enrolments. If you are asked what to do with existing members, choose to keep them unless you intend to cancel their memberships. You can Reactivate later. Once patients have joined a plan its price is fixed: to charge something different, create a new plan and deactivate the old one.

Enrolling patients

Plans are defined in Settings but sold from the patient's record. Open the patient's Billing tab, find the Memberships & packages section, pick a plan from the dropdown and press Enrol on membership. Their active membership then shows on their record with its price. A manual membership can be cancelled there. Only the owner can cancel an existing membership paid through Stripe, which normally ends at the close of the paid period.

How money is handled

For memberships added with Enrol on membership, the monthly payment is collected however you choose, such as standing order or card on the day. This enrolment button does not take payment or create an automatic card subscription. Record the money you take so your finance reporting stays honest. If the patient already has a membership paid through Stripe, check its payment records before recording money manually.