> ## 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 recurring plans, and enrol patients into subscriptions that bill and renew 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="Enterprise" roles="Owners and managers only" />

A membership is a recurring plan a patient subscribes to — a chronic-care package, an antenatal programme, a corporate health retainer. ClinikEHR collects each period's payment and settles it to your hospital's own payout account, so nobody is chasing the same people every month.

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

<TaskHeader before="A connected payout account. Nothing on this page works without one" time="10 minutes to set up your first plan" after="A published plan, a public signup page, and members billing automatically" />

## Before you start

Memberships need a payout account that is fully connected **and able to accept charges**. Until then the screen shows **Connect payouts to sell memberships** with the exact reason, and every create button is disabled.

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

| Your currency | Provider | Where to connect it                               |
| ------------- | -------- | ------------------------------------------------- |
| NGN           | Paystack | **Settings → Online Payments → Paystack Connect** |
| Anything else | Stripe   | **Settings → Online Payments → Stripe Connect**   |

A half-finished connection counts as no connection: "Finish Stripe onboarding (charges not yet enabled) to sell memberships." Go back and complete it. See [Online payments](/hospital/settings/online-payments).

## What you're looking at

The heading reads **Memberships** — "Create recurring plans your patients subscribe to. Billing settles to your connected payout account; ClinikEHR keeps a 1.9% fee."

Along the top: **Collections**, **Share signup page** (or **Set up link** before you claim an address), **Enroll member** — which appears only once payouts are connected and a plan is active — and **New plan**.

Five tabs:

| Tab              | What it holds                                                                             |
| ---------------- | ----------------------------------------------------------------------------------------- |
| **Plans (n)**    | Your recurring plans, with a live count                                                   |
| **Add-ons**      | One-off extras a member can buy on top of a plan                                          |
| **Members**      | Who is subscribed, and to what                                                            |
| **Transactions** | Every collection, successful or not                                                       |
| **Overview**     | **MRR**, **Active members**, **New this month**, **Churn this month** and revenue by plan |

Each plan card shows its name, category, status, price and interval, any free trial, the benefits, and how many members it holds.

**Empty state.** A hospital with no plans reads **No membership plans yet**, with **Create your first plan** — disabled while payouts are unconnected.

## Create a plan

<Steps>
  <Step title="Open the form">
    Select **New plan**. It says what it is for: "Define a recurring plan your patients can subscribe to. Billing settles to your connected payout account."
  </Step>

  <Step title="Name and price it">
    **Plan name** ("e.g. Primary Care Membership"), an optional **Emoji** and **Description**, then **Price** and **Per** — **Month**, **Quarter** or **Year**. This is what the patient's card is charged, unchanged, each period.
  </Step>

  <Step title="Set the terms">
    **Trial days**, **Signup fee** and **Capacity** (blank means unlimited). **Membership terms URL (optional)** links your membership agreement — worth having for anything resembling a care retainer.
  </Step>

  <Step title="List the benefits">
    Under **Benefits**, add what the member gets — included visits, a service credit, a member discount, an included service or a perk — each with its quantity or percentage. This is the list a patient reads before subscribing.
  </Step>

  <Step title="Decide whether it is public">
    **List on public page** — "Let patients self-enroll from your booking/membership page." Leave it off for a plan you enrol only at a desk.
  </Step>

  <Step title="Publish it">
    Set **Status** to **Active (accepting members)** rather than **Draft (hidden)** and save. You get **Plan created**.
  </Step>
</Steps>

## Enrol a member

<Steps>
  <Step title="Open the sheet">
    Select **Enroll member** — "Subscribe a patient to a membership plan. They'll be billed automatically to your connected payout account."
  </Step>

  <Step title="Choose the patient">
    Step **1. Patient** searches with "Search patients by name or email…".
  </Step>

  <Step title="Choose the plan">
    Step **2. Plan** lists your active plans with price, interval, trial and enrolment fee. Only active plans appear.
  </Step>

  <Step title="Confirm the card">
    Step **3. Card on file** is the one people skip. With no card the sheet warns: "No card on file. Add one below (or send a setup link) — the first charge will fail otherwise."
  </Step>

  <Step title="Enrol">
    The footer states what will be charged per cycle. Select **Enroll member**. A plan with a trial confirms "Trial started — first charge at trial end."; one without says "Membership active."
  </Step>
</Steps>

<Warning>
  **Enrolling a member starts a real recurring charge against their card.** The first collection is not a preview. Confirm the plan, the price and the renewal period with the patient before you enrol, and check the card on file is theirs.
</Warning>

## Manage members

The **Members** tab filters by status — **Active**, **Trial**, **Past due**, **Paused**, **Canceled** — and by plan.

Cancelling asks how: **Cancel at period end** "keeps their care active until the current cycle is paid through (recommended)", while cancelling immediately "ends it now and stops future billing". For a clinical membership, period-end is almost always right. Failed collections appear under **Transactions**; an expired card needs the member to update it, not a retry.

## Who can do this

**Role** decides everything here, and it is unusually blunt: **only clinic owners and managers can manage memberships.** That is not adjustable through per-person permissions, because enrolment starts a recurring charge and belongs with the people accountable for the hospital's money.

**Permission** adds nothing on top of that role rule for this screen. What does gate it, besides role:

| Action                       | Who                 | Also needs                                         |
| ---------------------------- | ------------------- | -------------------------------------------------- |
| Open Memberships             | Owners and managers | The Enterprise plan                                |
| Create or edit a plan        | Owners and managers | A connected payout account                         |
| **Enroll member**            | Owners and managers | An active plan, and a card on file for the patient |
| Cancel or pause a membership | Owners and managers | —                                                  |
| Sell an add-on               | Owners and managers | The Team plan or above                             |

Enforcement elsewhere is **opt-in per person** — a colleague never saved in the permissions sheet is unrestricted, and the sheet warns **"Saving starts enforcing"** — but the owner-and-manager rule here applies regardless. A **denied action is recorded**; an allowed one is not.

## Check it worked

* **Plans (n)** shows your plan, and the create buttons are enabled rather than greyed out.
* Your public signup page loads at the address you claimed, showing the plan and its price.
* After the first enrolment the member is under **Members**, and the collection is under **Transactions**.
* **MRR** on the **Overview** tab reflects the new subscription.

## Common issues

<AccordionGroup>
  <Accordion title="Everything is greyed out and I cannot create a plan">
    Your payout account is not connected, or not yet able to accept charges. The banner names the reason — fix it under **Settings → Online Payments**.
  </Accordion>

  <Accordion title="Enroll member is not offered">
    It appears only when payouts are connected **and** a plan is **Active**. A plan left at **Draft (hidden)** does not count.
  </Accordion>

  <Accordion title="A staff member cannot open Memberships">
    "Only clinic owners and managers can manage memberships." This one is not adjustable through per-person permissions.
  </Accordion>

  <Accordion title="I cannot add an add-on">
    "Add-ons are a Team feature." Plans themselves work from **Essential** upward, and every Enterprise hospital has both.
  </Accordion>

  <Accordion title="A plan will not delete">
    Plans with members cannot be deleted — "archive them instead to keep billing history." Archiving stops new signups without erasing what was collected.
  </Accordion>

  <Accordion title="A member's payment failed">
    Look under **Transactions**. An expired card needs the member to update it, not a retry.
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="What does ClinikEHR take?">
    A 1.9% platform fee, stated in the page's own subheading. Your payment provider's fees are separate.
  </Accordion>

  <Accordion title="Does a member get discounted prices on invoices?">
    Yes, where the plan includes a discount or credit. A member is badged in the invoice patient picker and member pricing applies automatically.
  </Accordion>

  <Accordion title="Can patients sign themselves up?">
    Yes, for any plan with **List on public page** switched on. See [Membership settings](/hospital/settings/memberships).
  </Accordion>

  <Accordion title="What happens at the end of a trial?">
    The first real charge is taken. The member's status moves from **Trial** to **Active**, and the collection appears under **Transactions**.
  </Accordion>

  <Accordion title="Can I move someone to a different plan?">
    Yes — the **Members** tab offers a plan change on the row, without cancelling and re-enrolling.
  </Accordion>
</AccordionGroup>

<StillStuck topic="memberships" />