If you plan on charging a registration fee every time a patient renews their membership, you'll want to add it as a recurring fee. Additionally, you can set up a registration fee at the membership plan level to charge an initial one-time fee for new sign-ups. This fee ensures that the membership plan includes both recurring charges and initial costs for new enrollees.
Setting Up Initial One-Time Costs in Membership Plans
You can add a one-time initial cost by enabling a Registration Fee for a membership plan. Here’s how you can set it up:
Navigate to Membership Options: Open Hint Core and go to
Settings > Membership Options.Select the Membership Plan: Find the relevant membership plan and click on
View/Edit.Enable the Registration Fee: Turn on the
Registration Feetoggle for the selected plan. Once enabled, this feature ensures that new sign-ups for the selected membership plan are charged a one-time fee in addition to the recurring membership fee.
Charge items and discounts can be pre-defined in 'Charges & Taxes' under the Admin section. There is also the ability to assign categories, making it easy to filter charges in revenue and payment reports by categories to segment out membership and non-membership charges.
To add a recurring charge item to a membership:
Navigate to the patient's profile in Hint
Click 'edit membership'
Scroll down to the 'Additional Charges' section
Click 'Add Charge'
Enter in the charge item name and amount or select from preloaded charge items in the dropdown menu
Select how many times the charge/discount should bill on the membership (ie. once a year)
Click 'update' at the bottom of the page
Check out or videos walking you through this here.
When membership invoices are auto-created, the invoice will include any recurring charge items or discounts that are included on the membership page. These recurring charge items will continue to bill alongside the membership charges until the duration expires, the charge item is removed or the membership is terminated.