Memberships and Treatment Plans

Find out how to manage memberships and create treatment plans.

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10 articles in this collection
Written by Victoria and Kira

Setting Up Multiple Memberships

Create different levels of memberships.
Victoria avatar
Written by Victoria
Updated this week

How to refund membership dues to the patient?

You can refund for any membership related charges from AR from your control center.
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Written by Kira
Updated over a week ago

How to Cancel, Update card Info for membership Program

Cancel existing membership or update payment details
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Written by Kira
Updated over a week ago

Starting Membership On A Future Date

Enroll the clients now, but start their membership plan in the future.
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Written by Kira
Updated over a week ago

How To Enroll A Patient To Your Membership Program on iPad

Enroll your patients to the membership program via iPad app
Kira avatar
Written by Kira
Updated over a week ago

How To Cancel a Patient's Membership

Disable or remove the membership from your clients profile or change their credit card that is on file
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Written by Kira
Updated over a week ago

Enroll Patients in the Membership Program via Control Center

Follow this form to enroll patients in the membership program.
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Written by Kira
Updated this week

How To Add A Treatment Plan on iPad

Create a detailed plan for any client with information about the goal of treatment, and the expected length of treatment.
Kira avatar
Written by Kira
Updated over a week ago

How To Add A Treatment Plan To Your Patients' Profile

Add a treatment plan, treatment goal, products and pricing.
Kira avatar
Written by Kira
Updated over a week ago

How To Create A Treatment Plan Template

Create general treatment plans that you can apply to multiple client profiles
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Written by Kira
Updated over a week ago