Plan builder
Build plans your way
Create as many membership tiers as you need: adult preventive, family, perio maintenance, ortho retention, kids, even seniors. Set inclusions, frequencies, discount percentages, billing cadences and waiver text. Use our proven templates or design from scratch.
- Weekly, fortnightly, monthly or annual billing
- Adult and dependent pricing with auto family discount
- Custom waivers and terms per plan
Sign-up flow
Enrol patients in 90 seconds
Front desk sends a secure enrolment link by SMS or email. The patient signs digitally on their phone, enters a payment method, and the membership is live. No paperwork, no payment terminal, no waiting for forms to come back.
- SMS or email invite from the dashboard
- Patient signs and pays on their own device
- Bulk import from your PMS for existing patients
Dependent program
Family plans built in
Turn on the Dependent Program and the account holder's price drops 10% for every dependent added. Households join together, stay together, and the marketing math gets dramatically better than chasing individuals.
- One adult member can save 30%+ with three dependents
- All dependents share the same plan structure
- Live pricing during signup so families see the discount
Reporting + dashboard
See your revenue grow in real time
Track member count, MRR (monthly recurring revenue), churn, average revenue per member, treatment acceptance lift, and per-plan performance. Every renewal, cancellation and signup is logged automatically.
- MRR + member count on the home dashboard
- Per-plan and per-location breakdowns
- Daily signup notifications by email
Marketing tools
Your own signup page
Every practice gets a dedicated, custom-branded patient-facing webpage on your own subdomain. List your plans, accept enrolments, and link directly from your main website, Google Business profile, or Instagram bio.
- Customisable colours, logo and copy
- Mobile-first design (most signups happen on phones)
- Free with every plan, no developer required