Creating a Package or Membership

You will need to create a Package or Membership template before you can add it to a patient/client profile. Memberships allow you to set up recurring payments.  You set the schedule of those payments, which can be processed automatically or manually. Packages allow you to sell a set of services, usually at a reduced rate, in advance.

Creating Membership/Package Templates

1. Log in as the Admin
2. Click on the Gear icon in the top right header
3. Click on Templates
4. Scroll to the Package & Membership section
5. Click Add New
6. Select either Package or Membership
7. Complete the  Form
8. Click Save