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Treatment packages

Let completed visits update the treatment series.

Set up a prepaid treatment package with eligible services and automatic session tracking around the clinic’s completion rules.

See it in a demo

A treatment series needs more than a payment.

The package terms define the eligible services and session quantity. The configured completion rules keep visit tracking tied to that agreement.

PACKAGE + MEMBERSHIP EXAMPLE

Know what the patient has available.

Sessions, recurring billing and benefits
each answer a different question.

Treatment package

Three-visit skin series

$450one-time package price

Used2Available3Available
2 sessionsremaining of 3

One qualifying completed visit uses one session. A canceled visit does not.

Membership subscription

Monthly clinic membership

$79per month

Example benefit
10% off selected services
Example renewal
October 1, 2026
Staff review
Check eligible services and membership status

The subscription handles the recurring charge. Benefits follow the clinic’s agreed terms.

Illustrative package and membership. Prices, sessions and benefits are examples.

Fictional package example

A series of 3 visits.

Eligible service
Selected treatment
Starting sessions
3
Deduction rule
Qualifying completed visit

Which visit changes the balance?

Illustrated session calculation
Starting sessions3
Qualifying visit−1
Sessions remaining2

The configured qualifying-visit rule deducts a session.

Fictional arithmetic · clinic-defined quantity and eligibility.

Package workflow illustration · fictional example. Starting balances and qualifying-visit rules are approved for each clinic.

A defined series. A balance that follows the visits.

  • Define the price, starting session count and eligible services.

  • Automate session deduction for qualifying completed visits.

  • Review remaining visits and handle corrections through the agreed process.

We configure and test your package rules.

We map the eligible services, starting balances, completion event and exception process. Package sessions remain distinct from subscription benefits and gift-card value.

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