Skip to main content
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.”

​
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: Finish the provider’s onboarding all the way through, then come back. See 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.
  • Role — “Only clinic owners and managers can manage memberships”. This one is not adjustable through per-person permissions.

​
What you’re looking at

The header carries Collections, Share signup page (or Set up link), Enroll member and New plan. Everything happens in a sheet over the list: the plan form, the Create a plan template picker, 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

1

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.
2

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.
3

Save the plan

It appears under Plans, and the count in the tab goes up.
4

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.

​
Enrol a member

1

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.”
2

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.
3

Confirm

The member appears under Members, and the first collection appears under Transactions.
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.
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.

​
Who can do this

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.

​
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

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.
“Memberships require the Essential plan or higher. Upgrade your plan to sell memberships.” See Change your plan.
“Add-ons require the Team plan. Upgrade your plan to create add-ons.” Plans themselves work on Essential.
“Only clinic owners and managers can manage memberships”. There is no per-person permission that grants it.
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.
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.
Paystack collects in Naira. Your practice bills in one currency, set under Settings → Billing — see Currency.

​
FAQ

Collections stop from that point. Money already collected is not returned automatically — refund it deliberately if that is what you agreed.
Yes. Each subscription bills on its own cycle and appears as its own row under Members.
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.
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.
Repricing affects what new members pay. Change what an existing member is charged deliberately, and tell them before the next collection.