Memberships that reconcile themselves at checkout
Recurring plans only work when the front desk can see, at the moment of payment, exactly what this patient is entitled to and what remains.
- Trigger
- Patient joins a tier, or arrives for a visit as a member
- Owner
- Front desk, reviewed monthly by the owner
- Outcome
- Correct pricing at checkout and a monitored membership record
The workflow, stage by stage
- Stage 1
Define tiers and entitlements
Each tier holds its bundle — a facial per cycle, a discount on injectables, banked credit, a complimentary add-on per quarter — with the rules that govern rollover and expiry.
- Stage 2
Enrol and bill
The plan starts on enrolment, bills on its cycle, and the patient record shows the tier, the cycle date and the current entitlement balance.
- Stage 3
Burn down at checkout
Charted treatments consume entitlements automatically and member pricing applies before payment, so nothing is reconciled after the fact.
- Stage 4
Monitor usage and lapse risk
Two unused cycles or a missed payment flags the member into the retention queue for a check-in while the relationship is still warm.
Rules the platform enforces
- Entitlements are visible at the front desk before payment is taken
- Rollover, expiry and banked credit are configured per tier
- Member pricing applies automatically rather than being applied by hand
- Under-use and failed payments trigger retention outreach, not silent churn
Frequently asked questions
- Can entitlements roll over?
- Rollover and expiry are configured per tier, including a cap on how much banked credit can accumulate.
- What happens if a payment fails?
- The membership is flagged, retries are handled on schedule, and the member enters the retention queue if the payment stays unresolved.
- Can members bank credit toward injectables?
- Yes. Tiers can hold banked value that is applied against eligible treatments at checkout.