Creating a Membership

Adding a Membership to a Patient

1. Start in the 'Patients' tab

2.  Add a new patient or search for existing patient

3. Select the patient

4. Click  '+New Membership' 

5. All pricing fields are pre-populated based on your membership pricing structure. 

6. Click 'Create Membership' 

Membership Settings at the Patient Level

While you define your pricing plan in the Admin section, you can also make edits to a membership at the patient level, including creating family and group memberships.