Learn how to set up the membership plans you offer your patients, starting from a ready-made Prahsys dental plan, and how to change a plan later.
What This Video Covers
Starting from a Prahsys plan — Open Membership Plans and prefill a new plan from a ready-made dental plan.
Reviewing and saving — Check the price, billing, notifications, and details, then save your copy.
Editing a plan — Change or delete a plan later.
Support — Message our team from the chat bubble in your dashboard. Learn more →
Video Transcript
Video Transcript
Welcome to Prahsys Tutorials. In this tutorial, you'll learn how to create a membership plan: start from a Prahsys plan, review it and save it, and edit a plan later.
Membership plans are the options you offer your patients, such as an adult or a child plan. In the sidebar, open Memberships, then click Membership Plans. Each plan shows its price and how often it bills. Click New Membership Plan. You can fill in the form yourself, or save time by starting from a Prahsys membership plan. These are ready-made dental plans. Choose Adult Preventative Plan, Monthly, and the form fills in for you.
Check the name, the monthly amount, Autopay, and the notifications. Then read the description and details, which your patients see before they sign up. Change anything you like, because your copy is your own. Click Add Template.
Your new plan is ready for enrolling members. To change a plan later, click it, then click Edit. Changes to its details show for every member on that plan. You can also delete a plan you no longer offer. That's how to create a membership plan in Prahsys. If you have questions, click the chat bubble in the bottom corner, then Send us a message. Our support team is happy to help. Thanks for watching Prahsys Tutorials.
Quick Steps
Start from a Prahsys plan
In the sidebar, open Memberships (click its arrow) and click Membership Plans. Each plan shows its name, description, recurring price, and frequency.
Click New Membership Plan.
To start from a ready-made dental plan, open Start from a Prahsys membership plan (optional) and choose one, such as Adult Preventative Plan (Monthly), Adult Preventative Plus Plan (Monthly), Child Membership Plan (Monthly), Implant & Denture Care Plan (Monthly), or Periodontal Maintenance Plan (Monthly). The form fills in for you. To build a plan from scratch, leave it blank and fill in the form yourself.
Review and save
Name — What you and your patients see for the plan.
Amount and Frequency — The price and how often it bills: Daily, Weekly, Bi-Weekly, Monthly, or Yearly. The amount's label follows the frequency (for example Amount per month).
Autopay — Charges the member automatically on schedule.
Email Notifications and SMS Notifications — Send payment reminders by email or text message.
Description and Details — A short summary, and the full list of what's included, which patients see before they sign up.
Change anything you like: a plan started from a Prahsys plan is your own copy. Click Add Template (or Create Template for a plan built from scratch) to save it.
Edit a plan
On Membership Plans, click the plan.
Click Edit to change it, then save. Changes to a plan's details show for every member on that plan.
To remove a plan you no longer offer, click Delete and confirm.
Quick Tip: Your plans appear as cards when you enroll a new member, so keep their names and details clear for your front desk and your patients.
Need Help? Contact Prahsys Support at [email protected] or call 1 (833) 222-6834.
