Overview
This article explains how to add included treatments to a membership and control when those treatments become available to members. It’s designed for practice owners, managers, and admins who want to structure membership value using treatment option groups and timed unlocks.
Before You Start
You must have Admin access to manage memberships.
Included treatments are redeemables members receive as part of their membership.
Treatment option groups let you control when treatments unlock during the membership lifecycle.
Rollover settings apply at the membership level, not per treatment group.
What Are Included Treatments and Treatment Option Groups?
Included treatments are services members can redeem through their membership.
Treatment option groups allow you to group included treatments and define when they become available.
Option groups can unlock:
At sign-up
After a specific number of months
Once unlocked, treatment option groups stack and remain available for the rest of the membership.
Step-by-Step Instructions
Add included treatments to a membership
Log in to your Admin Panel.
Go to App Builder > Memberships.
Create a new membership or edit an existing one.
Navigate to the Included Treatments section.
Click + Add Treatment Option Group.
Select when this group unlocks:
At sign-up
After a set number of months
Choose how treatments are redeemed:
Include All – members receive all listed treatments.
Choose From – members select from a list.
If Choose From is selected, set how many treatments the member can redeem.
Add treatments to the group:
Search for and select an existing treatment.
Enter the quantity for each treatment.
(Optional) Add a membership-only item:
Click Select a treatment → + Create a new treatment
Enter details and click Save and add to membership treatments
This does not add the item to your shop.
Remove any treatment using the trash icon.
Decide whether treatments should roll over.
Rollover applies to the entire membership and cannot be set per group.
Click Save and add to Membership.
How It Works
Treatment option groups unlock based on the timing you configure.
Once unlocked, option groups remain available for the rest of the membership.
Multiple treatment option groups stack over time.
Patients can view:
Available included treatments
Upcoming treatment unlocks
Included treatments appear in the patient’s Wallet in the app.
If treatment rollovers are turned off, unused treatments expire at the end of their availability period.
If rollovers are turned on, unused treatments remain available until redeemed.
Best Practice: We strongly recommend enabling treatment rollovers to maximize patient satisfaction and perceived value.
Video Walkthrough
Editing Included Treatments
Included treatments and option groups can be edited even when a membership has active members.
When editing, admins can choose:
Edit for New & Existing Members
Edit for New Members Only
FAQs / Troubleshooting
Do included treatments expire?
Only if rollovers are turned off. With rollovers enabled, included treatments do not expire.
What happens if a patient cancels their membership?
If rollovers are on, patients can redeem unused treatments at any time.
If rollovers are off, unused treatments are lost.
Where do patients see their included treatments?
Included treatments appear in the patient’s Wallet.
Can patients see future treatment unlocks?
Yes. Patients can preview upcoming treatment unlocks in the app.