> ## 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.

# Membership page

> Build, brand and publish the public page where patients sign up for a hospital membership plan, then share or embed it.

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 above" roles="Owner or manager" note="Embedding on your own website: Team and above" />

Memberships are recurring plans patients buy from the hospital — a maternity package, a corporate scheme, an annual screening plan. This tab builds the **public page** where they sign up, brands it, and gives you the link to share or embed.

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

<TaskHeader before="A connected payout account that can accept charges, and at least one public, active plan" time="15 minutes" after="A live signup page at your own address that patients can pay through" />

## What this tab controls

| Control                                                                            | What it does                                                                                                                                                       | Default             |
| ---------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------- |
| **Live / Off** switch                                                              | Puts the page online or takes it down                                                                                                                              | Off                 |
| **Page address**                                                                   | The slug after `/membership/`. "Lowercase letters, numbers, and hyphens (3–40 chars)", checked as you type against shape, reserved words and every other workspace | Your hospital name  |
| **Copy link** · **Open**                                                           | Copy the hosted address, or open it in a new tab                                                                                                                   | —                   |
| **Custom domain**                                                                  | Serve the page on a domain you own                                                                                                                                 | Team and above      |
| **Headline** · **Subheadline** · **Intro (optional)** · **Footer note (optional)** | The words above the plans                                                                                                                                          | Supplied defaults   |
| **Success title** · **Success message** · **Cancelled message**                    | What a patient sees after checkout, under "After checkout"                                                                                                         | Supplied defaults   |
| **Accent color** · **Theme** · **Page logo**                                       | Branding. Theme is **Light**, **Dark** or **Match visitor's device**; the logo defaults to your clinic logo from General Settings                                  | Brand accent, Light |
| **Layout**                                                                         | **Grid (two columns)** or **List (single column)**                                                                                                                 | Grid                |
| **Featured plan**                                                                  | Pins one plan as the highlighted option                                                                                                                            | None                |
| **Show add-ons**                                                                   | "Display one-time add-on purchases alongside plans."                                                                                                               | On                  |
| **Group by collection**                                                            | "Group plans + add-ons into their collections."                                                                                                                    | Off                 |
| **Plan order**                                                                     | Drag to reorder the plans as patients will see them                                                                                                                | Saved order         |
| **Add to your website**                                                            | Embed snippet — **Floating button** or **Inline on the page**, with position, button text and theme, plus an advanced raw iframe                                   | Team and above      |
| **Save changes**                                                                   | Enabled once something has changed and the slug check passes                                                                                                       | —                   |

A **Live preview** panel on the right renders your unsaved edits at **desktop** or **mobile** width.

## Set it up

<Steps>
  <Step title="Check the prerequisite">
    A membership cannot be sold without somewhere for the money to land. Connect and finish onboarding in [Online payments](/hospital/settings/online-payments) first — a page that is live but cannot take a payment is worse than one that is off.
  </Step>

  <Step title="Claim your address">
    Under **Your link**, set the **Page address**. The indicator underneath tells you at once if the shape is wrong or the address is taken.
  </Step>

  <Step title="Write the content">
    Fill **Headline** and **Subheadline** at minimum. Use **Intro** for who the memberships are for, and **Footer note** for renewal and cancellation terms.
  </Step>

  <Step title="Brand it">
    Pick an **Accent color** and a **Theme**, and upload a **Page logo** if the hospital's main logo is not the right one for a public page.
  </Step>

  <Step title="Decide what shows and in what order">
    Choose a **Layout**, pick a **Featured plan** if one is the recommended option, and drag the plan list into the order you want. Only plans that are public and active appear here.
  </Step>

  <Step title="Save, then go Live">
    Select **Save changes**, then switch **Off** to **Live** and save again. Until you save, the note reads "Save your changes so the live page reflects them."
  </Step>
</Steps>

## What changes once you save

* **The hosted page goes online** at your address and starts accepting signups. Patients pay through the payout account connected on **Online Payments** — the hospital's own subscription is unrelated.
* **A signup creates a membership record** against that patient, so renewals and benefits are tracked from the moment they pay.
* **The published page shows exactly what you saved** — an unsaved edit shows in the preview and nowhere else, including in an embed already on your website.
* **Only public, active plans appear.** Retiring a plan removes it from the page at once; a patient already on it is not affected.
* **Switching to Off takes the page down immediately.** The address returns nothing; existing memberships continue to bill.

The one that catches people out: **changing the Page address changes links you have already shared.** Posters, emails and QR codes pointing at the old address stop working with no redirect. Pick the address before you print anything, and if you must change it, re-issue every link that carried the old one.

## Check it worked

Select **Open** and view the page in a private browser window. You should see your headline, your branding and your plans in the order you set — with the featured plan highlighted. Run one signup end to end on a cheap plan: checkout should complete, the success message should be yours, and the membership should appear against that patient in the hospital.

## Common issues

<AccordionGroup>
  <Accordion title="Customize your membership page covers everything">
    The builder starts on Essential: "Brand your public signup page, choose which plans to feature, and embed it on your own website. Available on the Essential plan and above." See [Change your plan](/platform/plans/change-plan).
  </Accordion>

  <Accordion title="Only clinic owners and managers can configure the membership page">
    Accountants can reach settings but not this tab's controls.
  </Accordion>

  <Accordion title="Save changes will not respond">
    Either nothing has changed, or the slug check is failing. Read the indicator under **Page address** — it names the rule that failed.
  </Accordion>

  <Accordion title="No public, active plans yet">
    The plan-order list says so when there is nothing to show. Publish a plan in the Memberships module and it appears here.
  </Accordion>

  <Accordion title="Patients reach the page but cannot pay">
    The payout account is not finished. Check **Onboarding: Complete** and **Charges: Enabled** in [Online payments](/hospital/settings/online-payments).
  </Accordion>

  <Accordion title="The embed section is locked">
    "Upgrade to Team to drop your membership signup right onto your own website (floating button, inline, or raw iframe). Your hosted link above works on every plan."
  </Accordion>
</AccordionGroup>

<StillStuck />