PLEASE NOTE: The default permission for this feature is only available to the Main Account Admin. In order to allow others to use it, the Main Admin will need to enable the privileges of those users first.
Update Privileges for Designated Users
1. Navigate to Settings > Teammates > Users & find the designated teammate who should have this permission enabled. Click Edit to open their profile.
2. Click Manage Privileges to update their access.
3. Navigate to the Settings privileges an click to enable Update Existing Membership Fees/ Discounts. The designated user may need to logout and back in for it to take effect.
Editing Existing Membership Plans
4. Head to Settings > POS > Patient Loyalty to access your Membership screen. Navigate to the membership you'd like to update and click Edit.
5. You can change the existing membership fee field by clicking on it and updating the amount.
6. You can also change the associated discount % by clicking on it and updating the amount.
7. Once you've made your desired changes, click Save.
Tip: Before you confirm your actions, do not forget to update your Membership Agreements with the new amounts. We also recommend sending out an addendum or notification to existing members if any changes are made that impact their existing agreements. The Membership Agreements can be found under Settings > Clinical Documentation.
8. We will ask you to confirm your updates and let us know if we should apply these changes to new members that you enroll only or also to those who are currently enrolled.
Keep in mind, if you change the monthly rate for existing users, you may want to let them know before this change takes place. It is immediate, so there will not be any buffer time between when you confirm and when it goes into effect.
If you select New as your option, once you complete this dialogue box, you will be finished!
9. If you select New & Existing in the prior step, we will remind you one more time to make sure you update your Membership Agreement prior to making a change that will impact an existing membership. You can manage your agreements under Settings > Clinical Documentation or you can change agreements and attach a new one to your memberships by clicking on the Membership Agreement area inside the membership settings area where you are changing the fees.
