Side note: Memberships must be prebuilt in the web before enrolling patients. To create, click on Settings>POS Tab>Client Loyalty
Enroll a Patient From the Web
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Click on the "Clients" tab from the control center, open the client's profile, then select "Membership Plan".
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Select "Add Membership".
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Choose the Clinic, Membership Type, Sold By, and enter the coupon code if it applies to the patient.
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Please note, you can change the Sold by Field at any point after the patient has enrolled in the membership as well!
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Input the card information in the required fields then select "Proceed".
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Next, the patient must read the Membership Agreement and sign.
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Once signed, a star icon with the color corresponding to that specific membership will then appear by their name in their profile. Then, they're all set!
Enrolling from the Patient Portal
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Have the patient log into their patient portal and select "Memberships".
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The system will navigate them to the booking portal where they will select "Memberships" again.
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From here, they can view the details of each membership and join.
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Next, they will view the Membership Agreement, agree to the terms and conditions, sign, then add to cart.
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Once they're ready to check out, they will click the cart icon and proceed to checkout.
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They will then choose "Proceed to Checkout".
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The patient will put their card information in and choose if they would like to save their info through Link.
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Side note: Link is an online "wallet" that stores credit cards a Patient can use when transacting with online merchants much like Paypal, Google Pay or Amazon Pay. Learn more [HERE](https://learn.aestheticrecord.com/portal/en/kb/articles/link-payments-for-online-booking)
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Once they select "Pay", the membership will appear in the memberships section in their profile.
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Edit, Cancel, or Put the Membership on Hold
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Click "Membership Plan" in the patient's profile.
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Choose the membership you want to edit and click "Show Details".
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From here, you can download the membership agreement, cancel, or put the membership on hold. This is also where you can change their credit card information.
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To cancel, Choose "Cancel" (will remain valid for the last month the patient paid for) or "Cancel Immediately".
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Click "Yes" to confirm.
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To Hold (Pause) the membership, select "Hold Membership".
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Select the amount of months the patient would like to hold.
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Click "Save".
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Enroll a Patient Through the App
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Log into the AR app on your iPad.
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Navigate to the patient's profile and click the 3 dots in the top right corner.
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Click "Membership".
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To view or edit the the status of their membership, click "Show Details".
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To add a membership, click "+Membership" and fill in the required fields.
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Next, the patient will need to read and sign the membership agreement.
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Then choose a payment method at checkout.
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All Done!
Additional Information:
1. [[You can now enroll your clients into multiple membership plans.]]
2. [[If you cancel membership, no amount is refunded to the client.]]
3. [[Client receives email notifications upon signup, cancellation and monthly renewal.]]
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