What are included treatments and treatment option groups?
Included treatments are the redeemable you want your enrolled members to receive and you can set up treatment option groups to set the cadence in which you want them to start redeeming them.
Setting up the cadence in which the treatment unlock for the enrolled member:
Decide whether or not you'd like treatments to rollover for your Members
You cannot set up by individual treatment group
"Treatment options groups" are treatments that can be offered at a specific timeframe within their membership* (See pro tip below)
Set up when this list of treatments will become available to the Member
If you select at sign-up, this will be the set of treatments they can redeem monthly as an enrolled member
You can also set up a treatment group to be "unlocked" after a certain amount of months. Once they unlock that treatment group, they will continue to have access to that list of redeemables on top of their monthly redeemables for the remainder of their membership
💡Pro tip: |
Any treatment groups that are created will stack on top of one another. For example:
They will see the breakout of when they unlock what in their app. |
Decide if you want to offer multiple service types (include all) or have the patient decide from a list (choose from)
If 'choose from' is selected, you will then set how many of the treatments they can choose from a list
Best practice is to always offer treatments that are approx. the same cost as the monthly fee of the membership
Type in the name of your treatment to select it from the list and input the number of quantities the patient will receive of that treatment
If you wish to include something you offer in your practice (retail, skincare, etc), click 'Select a treatment, and '+ Create a new treatment' at the top of the list. Fill out the relevant information and click 'Save and add to membership treatments' when complete
This will not create a new treatment in your shop. This is only tied to this Membership
To delete any of the treatments you included, use the trash can icon to the right of the qty
Once you have added all the treatments you want to offer, click 'Save and add to Membership.
Video Walkthrough: