Memberships
Memberships and loyalty
that actually retain.
Recurring revenue with automated renewals, win-back before a lapse, and transparent benefit tracking — the most predictable line in your business.
Auto-renewalLapse win-backTiers
What it does
Recurring revenue, on autopilot.
- Auto-renewal and dunning
- Lapse detection & win-back
- Benefit and balance visibility
- Tiered loyalty programs
ReplacesReplaces a third-party membership / loyalty app and a renewals spreadsheet.
Members · 412 active
Gold128 members94% retainHealthy
Silver201 members89% retainHealthy
At risk14 lapsingOutreachQueued
How it works
Designed to renew, not just sign up.
Renew automatically
Recurring billing and dunning keep members active without front-desk chasing.
Catch lapses early
At-risk members surface for outreach before the membership lapses.
Make value legible
Members and staff see remaining benefits and balances at a glance.
The outcome
What changes when it connects.
Every feature writes to the same patient record — so memberships works with charting, payments, and the rest without re-entry.
Auto
Renewals & dunning
Before lapse
At-risk outreach
Live
Benefit & balance visibility
Related features
Connected to the rest of the record.
See memberships on your practice.
A 30-minute walkthrough, mapped to how your practice runs.