Once the membership setup is completed from web, you could sign any client to be a member either of below:
From the AR APP:
- Login to the Ipad app
- Click on a patient profile
- Click the three dots in the top right corner
- Click Membership Plan
- Enter the details and hit SAVE in the top right corner
A) From Membership Plan Button in client profile.
B) From Patient Portal - client could auto enroll for membership program
A) From Membership Plan
- Click on Clients tab from the control center
- Open the client profile.
- Next, click on Membership Plan button.
- Details for Monthly Membership are auto-populated. You will need to collect client's card details and billing information and hit SAVE.
- You may apply Coupon code if any. Coupon codes can be created from POS>Memberships
- Draw day will be the date on which their membership fee will be charged for every month/year.
C) From Patient Portal - Client Can Auto Enroll For Membership Program
- Client should login to portal with valid login credentials.
- Click on "Become A Member Button".
- In the next window, they can fill in all the details and become a member.
Update Card Info, Cancel, or Put the Membership Program on Hold
- Open Client profile and select Membership Plan
- You can then select change card, cancel membership or hold membership.
Other Things To Know:
- You can now enroll your clients into multiple membership plans.
- If you cancel membership, no amount is refunded to the client.
- Client receives email notifications upon signup, cancellation and monthly renewal.
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Want to know more?
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Add A Custom Discount at Checkout
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How To Create A Treatment Plan Template
Create Discount Groups
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