Patient Dental Savings Plans & Maintenance Memberships
"Manage preventative family health plans without manual billing friction."
Establish premium health plans or preventative care dental packages (such as 2 routine cleanings + seasonal consultations per year) directly inside your dental CRM, tracking clinical session usage and multi-dentist billing parameters with ease.
From setup to result,
three steps.
Design custom membership tiers
Establish clear membership tiers—such as Gold, Silver, or custom packages—specifying upfront pricing, recurring perks, and included treatments or discount variables.
Seamless client enrollment at checkout
Enroll clients into a plan directly on the POS billing screen. The system updates their CRM profile instantly with their active balances, credits, and pricing modifiers.
Automated real-time benefit deductions
When a member checks in, the software automatically cross-references their tier profile, auto-applying active service credits, package reductions, or flat discounts to their invoice.
Why it matters for
Dental Clinics.
Secure predictable recurring revenue
Monthly or quarterly subscription structures establish a highly stable capital baseline, capturing client revenue before appointments are even reserved.
Incentivize long-term client retention
Providing exclusive member pricing and priority booking workflows eliminates client leakage, keeping them locked to your business instead of trying competitors.
Automated WhatsApp renewal prompts
The system identifies expiring tiers and dispatches automated WhatsApp reminders exactly 7 days prior to termination, complete with a direct checkout renewal link.
Analyze member vs non-member metrics
Pull precise revenue breakdown analytics showcasing average ticket sizes for active members against standard walk-ins to perfectly balance tier pricing metrics.
Built for every
beauty business.
Select your industry to see exactly how this feature applies to you.
"Manage preventative family health plans without manual billing friction."
Patient Dental Savings Plans & Maintenance Memberships
Establish premium health plans or preventative care dental packages (such as 2 routine cleanings + seasonal consultations per year) directly inside your dental CRM, tracking clinical session usage and multi-dentist billing parameters with ease.
Works better with these.
Want this running in your
dental clinics today?
"Our team walks you through everything on day one."