Welcome to Prahsys Tutorials. In this tutorial, you'll learn how to enroll a new member in four steps: enter their info, select a membership plan, set up payment, and confirm.

On the Memberships Overview, click Enroll New Member. The four steps appear across the top, so you always know where you are. Start with the member's email. If they're already in Prahsys, pick them from the list, and their details fill in for you. For a new member, enter their first and last name. Phone and date of birth are optional. Then click Continue.

Next, choose a membership plan. Each card shows the plan's price and how often it bills. Click View details to see everything a plan includes, such as cleanings, exams, and X-rays. If a patient needs something different, choose Custom Membership and set your own amount and billing frequency. Click a plan to select it. Then choose whether the member gets billing receipts and reminders by email, by text message, or both. Last, pick a start date. Choose Today to charge the first payment right away, or pick a day in the future, like this one. Click Continue.

Payment Setup shows what the member will be charged, and when. Leave Auto-Pay on to bill the card automatically every billing period. To use a new card or bank account, click Add a payment method. Or, as here, pick one of the member's saved cards. Then click Continue.

Finally, review the details and click Start Membership. With a start date of today, the first payment is charged right away. With a future date, like this one, the first bill is scheduled for that day. Prahsys saves the membership and schedules the first payment, and your new member is all set. From here, you can enroll another member, or view the new membership. That's how to enroll a new member 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.