What Reports get created for Memberships? Under the Reports section, you can see two additional reports for memberships. To see them, go to Reports, and then click on Clients under Category. One is the New Membership Report, which will show you the new memberships at your business. And the other one is the Expiring Membership, […]
When does Practo Ray send SMS to my customers regarding their memberships? We’ll intimate your customers when: When they purchase a membership: When the membership balance is deducted. When the customer makes a payment. (Pro plan only) When their membership is about to expire. We’ll also create smart groups for all your membership types […]
What happens if I remove a customer from their Membership? The Membership Benefit Amount will be cancelled, and is non-refundable. The Membership Amount will stay as is. You will have to manually refund the remaining Membership Amount.
What Payments get created when I add a membership? For Spa memberships, there are two payments that get created the customer’s profile when you add a Membership. The first one is the Membership amount which is the cost of the Membership. The second is the Membership Benefit Amount, which is the benefit that your customer […]
How do I renew a membership? Click on Edit membership from the Patient Profile screen. Click on renew, and enter the relevant details.
How do I add members? Choose the patient who you want to add as a member by searching for them. Once you’ve selected your patient, click on Profile, and then click on edit next to Memberships. In the Edit Patient Profile screen, you’ll see the Memberships option on the right. Click on Add New next […]
What are memberships? Memberships allow you to accept a cash advance from your customers, which they can redeem on your services. You can choose to offer a cash benefit for your members. How do I Add a Membership? To add a membership, click on the settings icon, and click on settings. Once you’re on the settings page, […]