Managing Package & Membership Templates

In Noterro, you have the ability to create and manage Package or Membership templates. These templates allow you to set up recurring payments and sell services in advance. In this article, we will guide you through the process of adding, editing, disabling and deleting Package or Membership templates.

Adding Package & Membership Templates

To add a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on Add New.
  6. Choose whether you want to create a Package or Membership template.
  7. Fill out the required information in the form.
  8. Click Save to create the template.

Important to Note: The additional charge on packages is to allow you to add a service that cost more but you want to include it in the package.

For example, you may have a 60-minute service that is priced at $152.00 and a 90-minute service that is priced at $215.00. You would like to create a package or membership that would include both services, but there is a price discrepancy. The additional charge would be applied to the 90-minute service to allow you to add it to your package or membership.

Editing Package & Membership Templates

To edit a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Edit.
  7. Make the necessary changes to the template.
  8. Click Save to save the changes.

Deleting Package & Membership Templates

To delete a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Delete.
  7. Confirm the deletion by selecting "Yes Delete" when prompted.
  8. The template will be permanently deleted.

Important to Note: You cannot delete a Package or Membership that is In Use.

Disabling Package & Membership Templates

If you want to temporarily disable a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Disable.

Enabling Package & Membership Templates

If you want to enable a Package or Membership template that has previously been disable, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on Show Disabled Packages & Memberships.
  6. Click on the Three Dot drop-down menu of the template you want to edit.
  7. Click Enable.

Duplicating Package & Membership Templates

If you want to duplicate a Package or Membership template to save you time from recreating the template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Duplicate.

If you have any further questions or need assistance, feel free to reach out to our support team. We're here to help!

Managing Agreements

Can't add links to Patient Notification Templates

Managing Form Templates

Managing Clinical Note Templates

Managing Patient/Client Notification Templates

In Noterro, you have the ability to create and manage Package or Membership templates. These templates allow you to set up recurring payments and sell services in advance. In this article, we will guide you through the process of adding, editing, disabling and deleting Package or Membership templates.

Adding Package & Membership Templates

To add a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on Add New.
  6. Choose whether you want to create a Package or Membership template.
  7. Fill out the required information in the form.
  8. Click Save to create the template.

Important to Note: The additional charge on packages is to allow you to add a service that cost more but you want to include it in the package.

For example, you may have a 60-minute service that is priced at $152.00 and a 90-minute service that is priced at $215.00. You would like to create a package or membership that would include both services, but there is a price discrepancy. The additional charge would be applied to the 90-minute service to allow you to add it to your package or membership.

Editing Package & Membership Templates

To edit a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Edit.
  7. Make the necessary changes to the template.
  8. Click Save to save the changes.

Deleting Package & Membership Templates

To delete a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Delete.
  7. Confirm the deletion by selecting "Yes Delete" when prompted.
  8. The template will be permanently deleted.

Important to Note: You cannot delete a Package or Membership that is In Use.

Disabling Package & Membership Templates

If you want to temporarily disable a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Disable.

Enabling Package & Membership Templates

If you want to enable a Package or Membership template that has previously been disable, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on Show Disabled Packages & Memberships.
  6. Click on the Three Dot drop-down menu of the template you want to edit.
  7. Click Enable.

Duplicating Package & Membership Templates

If you want to duplicate a Package or Membership template to save you time from recreating the template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Duplicate.

If you have any further questions or need assistance, feel free to reach out to our support team. We're here to help!

In Noterro, you have the ability to create and manage Package or Membership templates. These templates allow you to set up recurring payments and sell services in advance. In this article, we will guide you through the process of adding, editing, disabling and deleting Package or Membership templates.

Adding Package & Membership Templates

To add a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on Add New.
  6. Choose whether you want to create a Package or Membership template.
  7. Fill out the required information in the form.
  8. Click Save to create the template.

Important to Note: The additional charge on packages is to allow you to add a service that cost more but you want to include it in the package.

For example, you may have a 60-minute service that is priced at $152.00 and a 90-minute service that is priced at $215.00. You would like to create a package or membership that would include both services, but there is a price discrepancy. The additional charge would be applied to the 90-minute service to allow you to add it to your package or membership.

Editing Package & Membership Templates

To edit a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Edit.
  7. Make the necessary changes to the template.
  8. Click Save to save the changes.

Deleting Package & Membership Templates

To delete a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Delete.
  7. Confirm the deletion by selecting "Yes Delete" when prompted.
  8. The template will be permanently deleted.

Important to Note: You cannot delete a Package or Membership that is In Use.

Disabling Package & Membership Templates

If you want to temporarily disable a Package or Membership template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Disable.

Enabling Package & Membership Templates

If you want to enable a Package or Membership template that has previously been disable, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on Show Disabled Packages & Memberships.
  6. Click on the Three Dot drop-down menu of the template you want to edit.
  7. Click Enable.

Duplicating Package & Membership Templates

If you want to duplicate a Package or Membership template to save you time from recreating the template, follow these steps:

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Select Templates from the dropdown menu.
  4. Scroll down to the Package & Membership section.
  5. Click on the Three Dot drop-down menu of the template you want to edit.
  6. Click Duplicate.

If you have any further questions or need assistance, feel free to reach out to our support team. We're here to help!

Managing Agreements

Can't add links to Patient Notification Templates

Managing Form Templates

Managing Clinical Note Templates

Managing Patient/Client Notification Templates

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