Add Membership Program

1. The user can add a membership program through the “Membership” App accessible via two entry points.
   1. From the EMR Panel, click on “Memberships”.
      
   2. From the Left Navigation, open the “EMR Admin” dropdown and select “Memberships.”
      
2. To edit the membership program, click the “Edit” button in the top right corner of the membership details section.
   Note: Only one membership program can be active at a time in the system, which is why the “Edit” option appears instead of “Add.” To introduce a new program, you need to replace the current one by editing it. This structure ensures that patients and providers have a single, clear membership program to reference, preventing confusion over multiple overlapping programs.
3. Select “Membership Enabled” if you want to activate the membership program, then enter the Program Name.
4. Select the “Membership Type” as either Single or Multiple from the dropdown menu.
   Note: A “Single” membership type means the program applies to one specific procedure or service, while “Multiple” allows the membership program to cover several services or procedures.
5. Type in the “Thank You Message” that will be sent to patients who enroll in the membership program. Once completed, click “Update Membership Program” to save your changes. The membership program has been updated successfully!

Create New Membership Agreement

6. To create a new membership agreement, click on the “Create New Membership Agreement‘’ button in the top right corner of the screen.
   
7. Enter the “Agreement Title” and “Agreement Content” for the membership agreement. Once done, click “Create Membership Agreement”.
   Note: You can adjust the Styles, Heading, Font, Size, and other formatting options from the menu bar for the agreement content.

Edit Membership Agreement

8. From the membership agreement list, click on three dots under the Action column and select "Edit" for the specific agreement.
9. Make the desired changes in the membership agreement form. Once done, click “Update Membership Agreement”.
   Your Membership Agreement has been successfully edited! Note: Membership Agreements can also be edited by clicking the "Edit Membership Agreement" button in the top right corner of the View Membership Agreement Page.

Add Membership Types

10. To create a new membership type, click on the “Create New Membership Type‘’ button in the top right corner of the screen.
    
11. Enter the “Membership Type Name” and select “Payment Frequency Option” from the dropdown menu, choosing from Monthly, Yearly, or Both.
    Note: “Monthly” allows members to pay on a monthly basis, offering flexibility with a lower, recurring fee. “Yearly” requires an upfront annual payment, typically at a discounted rate compared to monthly payments, which can encourage long-term commitment. “Both” gives members the choice to either pay monthly or yearly, allowing them to select the payment option that best suits their preferences and budget.
12. Enter the “One-Time Setup Fee” and the “Monthly Membership Fee” to define the cost structure of the membership. Then, select the “Membership Agreement” from the dropdown to attach the applicable terms and conditions to the membership type.
    Note: “One-Time Setup Fee” is a one-time charge applied at the beginning of the membership to cover initial processing, onboarding, or any special welcome benefits. “Monthly Membership Fee” is the recurring monthly fee members pay to maintain their membership, granting them access to ongoing benefits and services. Attaching a “Membership Agreement” to a membership type establishes clear terms and conditions for both the Med SPA and the member. The agreement outlines details such as benefits, payment terms, cancellation policies, and member responsibilities.
13. Choose the “Membership Color” to visually distinguish the membership type, then select the “Membership Type Active” option to activate it.
    
14. Click “Add Product” to include products you want to offer for free within the membership type.
    
    1. Select the “Product Name” from the dropdown menu.
       
    2. Enter the “Units” for the selected product you want to include in the membership.
       Note: You can add multiple products to the membership type.
15. Click “Add Service” to include services you want to offer for free within the membership type.
    
    1. Select the “Service Name” from the dropdown menu.
       
    2. Enter the “Units” for the selected service you want to include in the membership.
       Note: You can add multiple services to the membership type.
16. Click “Add Promotion” to include promotions you want to offer for free within the membership type.
    
    1. Select the “Promotion Name” from the dropdown menu.
       
    2. Enter the “Units” for the selected promotion you want to include in the membership. Once done, click “Create Membership Type.”
       Note: You can add multiple promotions to the membership type.Your Membership Type has been created successfully!

Edit Membership Type

17. From the membership type list, select "Edit" for the specific membership type.
    
18. Make the desired changes in the membership type form. Once done, click “Update Membership Type”.
    Your Membership Type has been successfully edited! Note: Membership Types can also be edited by clicking the "Edit Membership Type" button in the top right corner of the View Membership Type Page.