The Membership feature is available in PatientNow Essentials and select versions of EnvisionNow. To upgrade, contact our Sales team at 800.436.3150, Option 1, or sales@patientnow.com.

Memberships allow you to sell items at a discounted amount over a period of time and are a great way of generating recurring revenue. Your clients will not need to pay for an entire series of items in advance, they can pay for items monthly or however often you choose to bill the client. This is also guaranteed revenue that you will receive each billing cycle, whether the client redeems their items or not.

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Enable Automatic Membership Billing

Check this box to have Envision automatically run the membership renewal billing.

Email Daily Membership Billing Summary Report

Check this box to email the Membership Billing History Report to the email addresses as entered below.

Email List

Enter the email addresses you wish the Membership Billing History Report to be sent to if the box above is checked.

Client Billing Fail Notice

You can send emails automatically to clients letting them know their membership billing failed. You have the ability to customize your email as you wish.

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☑️ Email Client when automatic billing payments are declined

Check this box if you have created a default email to be sent out when a client's billing has failed. You will need to enable automatic membership billing for billing notice failures to be sent out automatically.