Memberships & Recurring Billing

Chiropractic membership plans give patients a simple way to keep up with care and give your practice steadier monthly revenue. PatientCopilot supports recurring payment plans, so you can offer wellness memberships, maintenance plans and recurring care packages with automatic billing.

Launch a membership

Decide what a member gets, set the billing schedule and publish the offer. Common examples include:

• A monthly wellness membership with a set number of visits
• A maintenance plan for patients who have finished active care
• A family plan covering several people
• A med spa membership with monthly treatments

Describe the plan in plain language on a web page or funnel, and let patients sign up online. Because memberships live in the same platform as your contacts and calendar, new members flow into your records without extra data entry.

Automatic recurring billing

Recurring payment plans charge the patient on schedule, so your team does not send a new invoice every month. Patients can pay by card, or by ACH where enabled. Fewer manual charges means fewer missed payments and less awkward follow-up at the front desk.

Perks and member communication

A membership works better when members feel the value. Use automations to welcome new members, remind them to book their visits, and send updates about their plan. You can also tie in other features, such as courses and communities for members, or a private group where members get tips between visits.

Member tracking and retention

Orders and transactions appear in one list, so you can see who joined, what was charged and what failed. Use that list to follow up on declined payments quickly and to spot members who have not booked in a while. A friendly text reminder often brings a lapsed member back.

How it works

1. Define the membership and what it includes.
2. Create the recurring payment plan and set the billing interval.
3. Share the offer on your website, funnel or by direct link.
4. The patient signs up and pays by card, or ACH where enabled.
5. Billing repeats automatically, and each transaction is recorded.

Pair with other features

Memberships work well alongside e-signature for agreements, the patient portal for self-service, and the dashboard reports that show your revenue trends. Keep your terms simple: what is included, how often it bills and how a patient cancels. Clear terms prevent disputes later.

Strong memberships start with a simple promise. Name the plan after the result patients want, such as staying active or keeping pain from returning, and list exactly what is included. Offer one or two options rather than many, since too many choices slow decisions. Train the front desk to mention the plan at checkout and to explain it in a sentence. Use reminders to help members use what they have paid for, because members who never come in tend to cancel. Review your plan every few months: look at sign-ups, cancellations and failed payments, then adjust the perks or messaging. Always put the billing terms in writing, and make cancellation easy to understand.