Subscriptions

Subscriptions – CRM Module

The Subscriptions module allows clinics to create and manage service-based subscriptions for patients, including setting subscription plans, assigning services and employees, applying promo codes, and tracking active subscriptions.

1. Subscription Dictionaries

All subscription-related settings are configured in the Directories > Subscription section.

a) Subscription Plans

Navigation:
Directories > Subscription > Subscription Plans

Features:

• Subscription Plans List:

  • Columns:

    • Title

    • ID

    • Activity

    • Move to Folder

  • Tools:

    • Show Hidden Toggle

    • Table Search Bar

    • + Create Record

    • + Create Group (Folder)

Creating a Subscription Plan:

Click + Create Record and set:

• Title (mandatory)

• Contents – Short description of the plan

• Subscription Plan Type – Select from the pre-created list

• Price (mandatory)

• Limit – Usage or service limit

• Family (Yes/No) – Allow family members to use the plan

• Duration – Week, Month, or Year

• Renewable (Yes/No) – Allow auto-renew or manual renewal

All fields are mandatory except Plan Type.

Plan Grouping:

Click + Create Group and enter Folder Name to organize plans.

Subscription Plan Card

Open a plan by clicking its Title. Tabs inside:

• Object Tab: Displays all details entered during creation.

• Services Tab:

  • Columns: Title, Quantity, Ongoing (Yes/No), Renewable (Yes/No), Delete

  • Tools: Toggle ongoing/renewable, + Add Services

• Employees Tab:

  • Columns: Employee Name, ID, Delete

  • Tools: + Add Employees

• Actions Menu:

  • Edit

  • Disable Record

b) Subscription Plan Types

Navigation:
Directories > Subscription > Subscription Plan Types

Features:

• Columns: Title, ID, Activity, Move to Folder

• Tools:

  • Show Hidden Toggle

  • Table Search Bar

  • + Create Record (requires Title)

  • + Create Group (Folder)

Plan Type Card: Contains Object Tab with basic info.

c) Subscription Promo Codes

Navigation:
Directories > Subscription > Subscription Promo Codes

Features:

• Columns: Title, Value, ID, Activity

• Tools:

  • Show Hidden Toggle

  • Table Search Bar

  • + Create Record

    • Parameters: Title, Code, Value (all mandatory)

• Promo Code Card: Contains Object Tab with entered details.

2. Subscriptions Overview & Management

Navigation:
Main Menu > Subscriptions

Subscriptions List:

• Columns:

  • ID

  • Payer

  • Subscription

  • Status (Active, Inactive, Canceled, etc.)

  • Last Paid At

  • Next Pay At

  • Created At

  • Call Payer button

• Filters and Tools:

  • Date Purchased, Date End, Date Cancelled

  • Payer, Specialist, Subscription Plan

  • Toggles: Ending, Active, Canceled, Not Paid

  • Table Search Bar

  • Reset Button

• + Create Record: Opens New Subscription Window:

  • Parameters:

    • Subscription Plan (from list)

    • Patient

    • Payer

    • Main Employee

Subscription Card

Open by clicking Subscription Title or Payer Name. Tabs inside:

• Object Tab: Original subscription details plus additional system info.

• History Tab: All activities related to this subscription.

• Patients Tab:

  • View linked patients

  • + Add Patient button

  • Delete patients if needed

• Services Tab:

  • Columns: Title, Quantity, Ongoing (Yes/No), Renewable (Yes/No)

• Actions Available:

  • Resume Subscription

  • Cancel Subscription

Key Highlights of Subscription Workflow

• Create & Configure Plans → Assign Services & Employees

• Add Patients to Subscription → Track usage

• Apply Promo Codes → Offer discounts

• Manage Renewals & Status (Active, Canceled)

• Track Payments → Integration with existing payment methods

Summary Table