Membership flexibility request
complete
E
Emma Nichols
Memberships that allow clients to pay monthly but redeem 3 monthly or quarterly for instance (on a timeframe of your choice)
Right now, quarterly redemption requires quarterly payment, which creates a lump sum and removes the benefit of a membership (clients may as well use a credit card). Even if the incentive was a service discount
Monthly payments with 3-monthly service credit would:
• Make memberships more attractive and accessible
• Support tailored treatment plans (e.g. facials every 3 months, Botox)
• Help keep clients on a regular cycle instead of delaying appointments
The Piggy Bank is useful for saving, but it doesn’t encourage structured, regular visits.
Please add this flexibility
Phorest Product
updated the status to
complete
Memberships can now be created where services renew every x number of billing cycles. So, if you bill monthly, a service benefit can be set to renew every 3 billing cycle (quarterly) for example.
A
Anne Mailhot, PA-C
Agree with this. Some services are not required monthly/per billing cycle, rather a few times per year. Please adjust so that patients can still be billed monthly, but limitations on service/perk frequency is more flexible.