Account Configuration

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  1. Account Setup

  2. Auto Logout

  3. Adding a User Login

  4. User Controls

  5. Changing User to Admin or Non-Admin

  6. Configuring Your Membership Rates and Billing Options

  7. Group Membership Pricing Setup

  8. Setting a contract length

  9. Creating Multiple Pricing Plans

  10. Setting up Invoicing Ahead of Time

  11. Adding and Applying Credits

  12. Charges, Charge Items, Discounts, Inventory, and Charge Categories

  13. Creating Sales Tax Profiles and Jurisdictions

  14. Online Signup Form

  15. Online Signup Form for Multiple Pricing Plans

  16. Turning On/Off Payment Options (American Express, ACH)

  17. Creating a Patient Terms Agreement Link

  18. Notifications: Settings Overview

  19. Customizing Notifications

  20. Notifications: Choosing Which Notifications Your Practice Receives

  21. Notifications: Choosing Which Notifications Your Patients Receive

  22. Toggling Between Multiple Hint Accounts

  23. Setting Provider Panel Size Limits

  24. Configuring Lead Source

  25. Changing Default Membership Plan

  26. Optional Payment Source Collection From Online Signup

  27. How to prevent a child from signing up for a membership without an adult

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