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Memberships in Hero Health

Updated over a year ago

Introduction: What are memberships in Hero Health

Membership is a feature which allows you to create subscriptions which your users pay for. These memberships allow you to offer benefits to your members either exclusive services or reduced prices on standard services.
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Membership schemes do not need to be limited to a single patient they can encompass multiple patients, for example, a family membership

Step 1: Creating a new membership scheme

To create a new membership scheme you will need to navigate to Settings>Service & Chargeable items>Memberships, this will open the list of memberships you have active at your practice. To add a new one simply click Add, this will open the membership scheme's settings page.

On the membership settings page, you will need to add:

  • Title - the name of the membership scheme

  • Description - a short explanation of the scheme

  • Price - the upfront and renewal fee for the scheme

  • Total number of member

    • Number of over 18 members

    • Number of under 18 members

  • Length - how long the scheme last before renewal

Optionally you can also create a welcome mailer, which is sent to the patient on joining and a renewal mailer, sent on renewal of the membership.

Step 2: Editing existing memberships

Once you have added a membership scheme it will appear in your memberships catalogue (Settings>Service & Chargeable items>Memberships) from here you can make it so the patient can sign up for the membership online by toggling the purchasable switch.
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If you wish to change the details of a membership you can do this by clicking Options>Edit.

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