Adding a Package or Membership to a Patient/Client Profile

You will need to create a package or membership template before you can add or sell a package or membership to a client.

Add a Package or Membership directly from the Patient/Client Profile.

  1. Client on the Person's Name
  2. Click on Packages & Memberships in the sidebar
  3. Click Add Pass
  4. Select Package or Membership
  5. Click Purchase

*If you select Packages, it will need to be paid before it can be redeemed. If you select Membership, it can be manually or automatically processed. It will also need to be paid before it can be redeemed.

Add a Package to an Invoice

  1. Create an Invoice
  2. In the Add Product or Service box type in the Package Name
  3. Complete Payment so the Package can be redeemed

Redeem a Package or Membership

Package & Membership Online Booking Redemption

Cancelling a Package or Membership

Deleting a Package or Membership

Create an Insurance-Friendly Package

Refunding a Partially Used or Cancelled Package or Membership

Transfer the Usage of a Package to a Family Member

Unpaid Membership Invoices Displayed on the Dashboard

Create a Package that the Patient / Client needs to make Multiple Payments

View/Print/Download/Email Package or Membership Details for a Patient/Client

You will need to create a package or membership template before you can add or sell a package or membership to a client.

Add a Package or Membership directly from the Patient/Client Profile.

  1. Client on the Person's Name
  2. Click on Packages & Memberships in the sidebar
  3. Click Add Pass
  4. Select Package or Membership
  5. Click Purchase

*If you select Packages, it will need to be paid before it can be redeemed. If you select Membership, it can be manually or automatically processed. It will also need to be paid before it can be redeemed.

Add a Package to an Invoice

  1. Create an Invoice
  2. In the Add Product or Service box type in the Package Name
  3. Complete Payment so the Package can be redeemed

You will need to create a package or membership template before you can add or sell a package or membership to a client.

Add a Package or Membership directly from the Patient/Client Profile.

  1. Client on the Person's Name
  2. Click on Packages & Memberships in the sidebar
  3. Click Add Pass
  4. Select Package or Membership
  5. Click Purchase

*If you select Packages, it will need to be paid before it can be redeemed. If you select Membership, it can be manually or automatically processed. It will also need to be paid before it can be redeemed.

Add a Package to an Invoice

  1. Create an Invoice
  2. In the Add Product or Service box type in the Package Name
  3. Complete Payment so the Package can be redeemed

Redeem a Package or Membership

Package & Membership Online Booking Redemption

Cancelling a Package or Membership

Deleting a Package or Membership

Create an Insurance-Friendly Package

Refunding a Partially Used or Cancelled Package or Membership

Transfer the Usage of a Package to a Family Member

Unpaid Membership Invoices Displayed on the Dashboard

Create a Package that the Patient / Client needs to make Multiple Payments

View/Print/Download/Email Package or Membership Details for a Patient/Client

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming