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Setting a contract length
Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over 8 months ago

If your membership plans expire after a fixed period, you can configure this contract length on the membership plan. You can also configure whether the membership plan should automatically terminate, or renew and what renewal/termination email should be sent to your patients.

To configure contract lengths:

  1. Click on 'Admin' in the upper right menu bar

  2. Click on 'Membership Options'

  3. Click 'view/edit' on the membership plan you would like to add a contract period to

  4. Toggle on 'contract expiration' in the contract periods section

To customize the text on the renewal email:
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  1. Click on 'Admin' in the upper right menu bar

  2. Click on 'Notifications'

  3. Click on 'Membership Notifications'

  4. Click 'Customize' next to the renewal email

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