Packages and Memberships

Can clients buy packages of group classes?

Yes, when you choose the eligible services for Packages or Memberships, you can choose classes as part of the eligible services.

Can clients see how much time is left on their packages?

Clients cannot directly see how much time or how many sessions are left on their packages through Noterro. This information is typically managed by the clinic, and clients would need to contact the clinic directly to inquire about their package details.
 

Is there a student discount for a Noterro subscription?

Noterro does not have a specific student discount program. However, Noterro does offer discounts for non-profit organizations, and this benefit may also be extended to students in some cases. 

If someone buys a package for 60 min service but books a 90 min service, could they redeem a 60 min package session and pay the difference for the 90 min service?

Noterro does not support mixing a package redemption with an upsized service in a single, automated flow. Packages are tied to eligible services

On packages, can you set up an automatic monthly credit card payment?

Packages don't have built-in recurring auto-billing. You can sell a package and then take payments manually or invoice as needed.

Can packages be shared?

Packages cannot be shared between Patients.

When will Noterro keep track of rollover appointments for clients on a monthly membership?

Currently, Noterro does not provide a feature to keep track of rollover appointments for Patients on a membership.

Can you use up a package session without an appointment?

In Noterro, package sessions are typically tied to appointments and are redeemed when an appointment is booked and completed. There isn't a built-in feature to use up a package session without associating it with an appointment. Packages are designed to be redeemed through the booking of eligible services.

How do patients track their packages?

There isn't a specific feature for patients to track packages. Patients would typically receive updates or information directly from the clinic or practitioner managing their care.

Which clients are members?

You can see which Patients are on membership when going to the Billing Page and the membership section, then filter it to your preference.

Can you roll over sessions from a previous month in a membership?

There is no automatic role or feature for memberships. Any unused sessions from the previous month cannot be carried over. If a session needs to be credited, the client can add the service into the appointment and zero out the invoice.

Do I get 300 credits every month with my membership?

Each clinic starts with 300 credits. Scribe AI uses 16 credits per minute. Each credit costs $0.01 USD. You can refill credits anytime in the Noterro subscription section of your account.

Can I sell memberships through email?

No, you cannot sell memberships through email.

If someone buys a 6-hour massage package, can they use them for 30 or 60-minute sessions?

Packages can bundle services of different lengths and prices. A 6-hour massage package could be used for multiple 30 or 60-minute sessions if the package is set up to include those service durations, allowing flexibility in how the total time is redeemed.

If I create a list package deal, can I make it so that it’s a shareable package between clients?

Yes, you can make a package shareable between clients within a family by following these steps: Redeem the package on the primary client's invoice. Add a 100% discount labeled "Package Transfer" for the other client. Create an invoice for the second client and apply the discount to zero out the invoice.

Is it possible to pause a membership?

Currently, Noterro does not offer the ability to pause memberships or edit the renewal date directly from the membership screen.

Can I create a receipt for a package?

You can create an invoice for a package by adding it as a product or service to an invoice. Once paid, the invoice serves as the receipt.

Is there a way to add a setup fee or initial fee to a membership?

Yes, you can add these fees as products in Base Setup. These additional charges can also be integrated into package templates.

Where do I adjust the packages

To adjust a package, log in as Admin, go to Templates, find the package template, click Edit, make necessary changes, and save

How many different membership templates can I create?

There is no specified limit on the number of different membership templates you can create in Noterro. You can add, edit, duplicate, and manage as many membership templates as needed.

Superbills for packages?

You cannot create a superbill for packages.