Patients can self-enroll in a membership or pay for a one-time charge by visiting an online signup page. Follow these steps to create online signup pages for your membership plans and charges. You can also add multiple membership plan options to an online signup page:

  1. Navigate to 'Admin' --> 'Online Signup'

  2. Click on the 'Signup Pages' tab

  3. In the upper right corner, click '+New Signup Page' 

  4. To create a signup page for a membership plan, select the paper icon.

  5. To create a signup page for a one-time charge select the cart icon.

  6. Select the plan or charge you'd like to create a link for

    1. Add multiple membership plan options to an online signup page by adding the plans one at a time as shown below

  7. Edit the display URL, as needed.

    1. Note: the URL must be unique from your other signup pages

  8. Optional settings:

    1. You can enable provider settings and select which providers patients can choose from within that particular online signup page by adding them one at a time, as shown below.

    2. You can enable location settings and select which locations patients can choose from within that particular online signup page by adding them one at a time, as shown below.

    3. You can enable confirmation settings to add a confirmation message or redirect to your practice's website.

  9. Click 'Create' 



To copy the link in order to post on your website, right click on the link in the URL column and press 'Copy Link Address'. Now that address is copied to your clipboard and you can paste it where needed.



If you no longer want a signup link to be publicly accessible, you can disable the link by clicking 'Edit' next to the plan name, switch 'Live' to off, and click 'Update'.

If you are going to delete a plan, you must first remove it from your online signup pages.

  • If the plan has a standalone signup page, you can delete its signup page by navigating to the 'Signup Pages' tab and clicking 'Delete' next to its link.

  • For plans listed as a selectable option on a signup page, remove the plan from the online signup link by clicking 'Edit' next to the signup page link and clicking the 'X' next to the plan name, shown below.

Next, delete the plan from Admin>Membership Options.


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