Track 3
Building your plans
Design the memberships, payment plans, add-ons and discounts you'll offer.
Article 1
Building membership plans
Recurring subscriptions patients pay you directly for, in exchange for included services and discounts.
Article 2
Plan templates — three worked examples
Essential, Comprehensive and Premium — three pre-built starting points.
Article 3
Add-ons — extras attached to memberships
Recurring extra services a member can attach on top of their plan.
Article 4
Payment plans — instalment financing
Multi-instalment financing for specific treatment costs.
Article 5
Loyalty, discounts & promo codes
Dependent discounts, referral rewards, and promo codes.
Article 6
Included services & procedures
The fields behind every benefit you add to a plan.
Article 7
Service discounts explained
The ten fixed discount categories and how to set them.
Article 8
Editing a live plan
Plan edits are retroactive — how to change terms safely.
Ready to start using SmilePass?
You can sign up free at any time — no demo booking required. If you'd rather a hand getting set up, drop us a line.