Subscription plans a great feature to utilize if you have an In-House Membership Plan and want to charge patients on a recurring basis. You can easily collect the patient’s card to save on file and start collecting payments!
To create a subscription plan, please do the following:
In the top navigation bar, select Subscriptions
Select Create Plan
Select a Patient
Patient Name
Subscription Plan Name
Description
Fill Out the Plan Details
Frequency
How often the installments will occur (daily, weekly, monthly, yearly)
Start Date
The date the payment plan will begin
Expiry Date
The date the payment plan ends
Deposit (optional)
The upfront amount that is charged immediately when the plan is activated
Recurring Amount
How much the installment amount is
4. Fill Out the Payment Details
There are two ways to add a card on file:
Manually Add Credit Card
This option allows you to manually add the patient’s credit card on file
Select Add Card
Enter in the card details
Select Add
Request Credit Card from Patient
This option allows you to send a text message to the patient with a link for them to add a card on file
Select how you want to send this request, either via SMS, Email, or Both
Confirm the message in each template
Activate or Initiate the Plan
If you manually added the credit card, select Activate
This will automatically activate the plan with the card on file
If you are requesting the credit card from the patient, select Send
This will send the link to the patient for them to add their card on file and active the plan