Skip to main content

Adding Charge Items or Discounts (Recurring or One-Time) to a Membership

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated this week

The Hint platform has a set of tools designed to manage recurring charge items or discounts on a membership. 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:

  1. Navigate to the patient's profile in Hint

  2. Click 'Membership' 

  3. Scroll down to the 'Additional Charges' section 

  4. Click 'Add Charge'

  5. Select from preloaded charge items in the dropdown menu

  6. Select if this is a one-time charge/discount, or select recurring

  7. Click 'update' at the bottom of the page



When membership invoices are generated, the invoice will include any recurring charge items or discounts 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.


Did this answer your question?