> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sell memberships

> Connect a payout account, publish membership plans, and enrol clients into recurring subscriptions that bill themselves.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Essential and Team; add-ons need Team" roles="Owners and managers only" note="Needs a connected payout account that can accept charges" />

A membership is a recurring plan a client subscribes to — a wellness programme, a chronic-care package, a retainer. The page says what it does: "Create recurring plans your patients subscribe to. Billing settles to your connected payout account; ClinikEHR keeps a 1.9% fee."

<Path steps={['Sidebar', 'Memberships']} />

<TaskHeader before="A connected payout account. Nothing on this page works without one" time="Ten minutes for your first plan" after="A published plan and members billing automatically" />

## Before you start — connect payouts

This is not optional and it cannot be deferred. Until your payout account is connected **and able to accept charges**, the screen shows **Connect payouts to sell memberships** with a **Go to Online Payments** button, and you cannot sell. A half-finished Stripe connection counts as no connection.

Which provider you use is decided by your currency, not by preference:

| Your currency                   | Provider | The banner you see until it is done                                       |
| ------------------------------- | -------- | ------------------------------------------------------------------------- |
| Naira (NGN)                     | Paystack | "Connect a Paystack bank account in Online Payments to sell memberships." |
| Anything else                   | Stripe   | "Connect a Stripe account in Online Payments to sell memberships."        |
| Anything else, part-way through | Stripe   | "Finish Stripe onboarding (charges not yet enabled) to sell memberships." |

Finish the provider's onboarding all the way through, then come back. See [Online payments](/practice/settings/online-payments).

Two other gates apply before the screen does anything:

* **Plan** — Essential or above. Free and Starter get an upgrade panel instead: "Memberships is a premium feature … Available on the Essential and Team plans." Adding **add-ons** needs Team: "Add-ons require the Team plan. Upgrade your plan to create add-ons." See [Change your plan](/platform/plans/change-plan).
* **Role** — "Only clinic owners and managers can manage memberships". This one is not adjustable through per-person permissions.

## What you're looking at

| Tab              | What it holds                                                          |
| ---------------- | ---------------------------------------------------------------------- |
| **Plans (\{n})** | Your recurring plans, counting every plan you have made, active or not |
| **Add-ons**      | One-off extras a member can buy on top of a plan (Team)                |
| **Members**      | Who is subscribed, and to what                                         |
| **Transactions** | Every collection attempt, successful or not                            |
| **Overview**     | How the programme is performing                                        |

The header carries **Collections**, **Share signup page** (or **Set up link** before you have one), **Enroll member** and **New plan**. Everything happens in a sheet over the list: the plan form, the **Create a plan** template picker — "Start from a template tuned for your vertical, or build from scratch." — **Enroll a member**, the member and transaction sheets, and **Collections**, which groups plans into sets a client can browse.

A practice that has not connected payouts sees the whole screen in this disabled state, with the reason named in the banner — that is the empty state most people meet first, not an empty **Plans** tab.

## Create a plan

<Steps>
  <Step title="Start from a template or from scratch">
    Select **New plan**. The form says what it is for: "Define a recurring plan your patients can subscribe to. Billing settles to your connected payout account." The **Create a plan** template picker gives you a shaped plan you can rename and reprice.
  </Step>

  <Step title="Set the price and the period">
    Price it in your practice's currency and choose how often it renews. This is what the client's card is charged, unchanged, each period.
  </Step>

  <Step title="Save the plan">
    It appears under **Plans**, and the count in the tab goes up.
  </Step>

  <Step title="Add add-ons if you sell them">
    On the **Add-ons** tab, **New add-on** creates a one-off extra — an initial visit, a session, a package — and **Sell to patient** on the add-on's card sells one. Add-ons are a Team feature; a plan works perfectly well on its own.
  </Step>
</Steps>

## Enrol a member

<Steps>
  <Step title="Select Enroll member">
    The **Enroll a member** sheet says exactly what it does: "Subscribe a patient to a membership plan. They'll be billed automatically to your connected payout account."
  </Step>

  <Step title="Choose the client and the plan">
    Use this for people who sign up at the desk. Everyone else signs themselves up on your public membership page.
  </Step>

  <Step title="Confirm">
    The member appears under **Members**, and the first collection appears under **Transactions**.
  </Step>
</Steps>

<Warning>
  Enrolling a member starts a **real recurring charge** against their card. Confirm the plan and the price with them first — the first collection is not a preview, and reversing it is a refund, not an undo.
</Warning>

To let clients enrol themselves, publish the public signup page under **Settings** → **Membership Page**: claim a page address, write the headline and success message, match your branding, then switch it from **Off** to **Live** and save. See [Membership page](/practice/settings/memberships).

## Who can do this

| Action                       | Who by default | The permission, in the product's words |
| ---------------------------- | -------------- | -------------------------------------- |
| Open **Memberships**         | Owner, manager | Role — staff cannot be granted this    |
| Create or edit a plan        | Owner, manager | Role                                   |
| Enrol a member               | Owner, manager | Role                                   |
| Chase a failed collection    | Owner, manager | Role                                   |
| See the **Overview** figures | Owner, manager | **View financial dashboard**           |

Memberships are the one money screen where role, not permission, is the whole story: "Only clinic owners and managers can manage memberships".

* **Enforcement is opt-in, per person** elsewhere in billing — someone never saved in the permissions sheet is unrestricted, and the sheet warns **"Saving starts enforcing"**. That does not lift the owner-or-manager rule here.
* **A denied action is recorded; an allowed one is not.**

See [Staff permissions](/platform/team/permissions).

## Check it worked

* The **Plans** tab shows your plan with a count, and the create buttons are enabled rather than greyed out.
* Your public membership page loads at the address you chose and shows the plan and its price.
* After the first enrolment, the member is under **Members** and the collection is under **Transactions**.

## Common issues

<AccordionGroup>
  <Accordion title="Connect payouts to sell memberships">
    Your payout account is not connected, or not yet able to accept charges. The banner names the exact reason — a Stripe account that has not finished onboarding is treated as no account. **Go to Online Payments** on the banner takes you straight there; see [Online payments](/practice/settings/online-payments).
  </Accordion>

  <Accordion title="Memberships shows an upgrade panel instead of my plans">
    "Memberships require the Essential plan or higher. Upgrade your plan to sell memberships." See [Change your plan](/platform/plans/change-plan).
  </Accordion>

  <Accordion title="I cannot create an add-on">
    "Add-ons require the Team plan. Upgrade your plan to create add-ons." Plans themselves work on Essential.
  </Accordion>

  <Accordion title="A staff member cannot open Memberships">
    "Only clinic owners and managers can manage memberships". There is no per-person permission that grants it.
  </Accordion>

  <Accordion title="My page address is refused">
    Addresses are checked for format, for reserved words, and for uniqueness across every ClinikEHR workspace — so a plausible address may already be taken. Choose something more specific.
  </Accordion>

  <Accordion title="A member's payment failed">
    Failed collections appear under **Transactions**. Open the transaction to see why; an expired card needs the member to update it, and no number of retries will fix it.
  </Accordion>

  <Accordion title="I connected Paystack but the plan will not price in dollars">
    Paystack collects in Naira. Your practice bills in one currency, set under **Settings** → **Billing** — see [Currency](/platform/settings/currency).
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="What happens if I cancel a member's plan?">
    Collections stop from that point. Money already collected is not returned automatically — refund it deliberately if that is what you agreed.
  </Accordion>

  <Accordion title="Can a member be on two plans?">
    Yes. Each subscription bills on its own cycle and appears as its own row under **Members**.
  </Accordion>

  <Accordion title="Do membership collections show up in Billing?">
    They are collected by the provider and listed under **Transactions**, and they roll into the Memberships report. They do not raise an invoice per period. See [Reports and analytics](/practice/insights/analytics).
  </Accordion>

  <Accordion title="What happens if my subscription drops to Free?">
    The screen locks behind the Essential gate again. Your plans and members are not deleted, but you cannot manage them until the plan is active.
  </Accordion>

  <Accordion title="Can I change the price of a live plan?">
    Repricing affects what new members pay. Change what an existing member is charged deliberately, and tell them before the next collection.
  </Accordion>
</AccordionGroup>

<StillStuck topic="memberships" />