Adding a Membership to a Patient
- Start in the 'Patients' tab
- Add a new patient or search for existing patient
- Select the patient
- Click '+New Membership'
- All pricing fields are pre-populated based on your membership pricing structure.
- 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.