Memberships & Subscriptions
Offer recurring membership plans to your patients — with appointment credits, supplement discounts, and other entitlements built in.
What memberships are
Memberships are recurring subscription products. When a patient joins a membership, they're billed automatically on a regular schedule (weekly, monthly, quarterly, or annually) and receive the entitlements you've configured — such as a set number of included appointments per period, a discount in your storefront, or access to a care program.
Memberships require Stripe to be connected before you can create or enrol patients into any plan. Connect Stripe at Admin Portal → Settings → Integrations → Stripe → Connect.
Creating a membership product
Go to Admin Portal → Memberships → Add Product and configure the following:
- Name — what the patient sees (e.g. "Longevity Member", "TRT Gold Plan")
- Description — displayed on the patient portal sign-up page
- Billing interval — weekly, monthly, quarterly, or annual
- Price — the amount charged per billing period
- Cancellation policy — end of current period, or immediate
Entitlements
Add one or more entitlements to define what members receive:
| Entitlement | What it does |
|---|---|
| Appointment credits | A set number of included appointments per billing period — deducted automatically at booking |
| Supplement discount | A percentage discount applied at the storefront checkout for every purchase |
| Unlimited messaging | Removes any messaging tier limits for this patient |
| Care program access | Unlocks a specific care program in the patient portal |
Appointment credits are deducted silently at booking — the patient doesn't need to enter a code or take any action. If a patient uses all their credits before the period resets, their next booking proceeds normally but is charged at the standard rate.
Enrolling a patient
Admin enrolment
Go to Admin Portal → Memberships → Enrol Patient, select the patient and the product, and confirm. Stripe charges the patient immediately on the first billing date.
Patient self-enrolment
If self-enrolment is enabled on a product, patients can sign up and pay directly from the patient portal using Stripe Checkout. No admin action is required.
To enable this: edit the membership product and toggle Allow patient self-enrolment on.
Membership statuses
| Status | Meaning |
|---|---|
| Active | Billing is current and entitlements are active |
| Trialing | In a free trial period — billing hasn't started yet |
| Past Due | A payment failed and is in the retry window |
| Paused | Billing is paused until a set end date |
| Cancelled | Membership has ended — entitlements are removed |
Pausing a membership
You can pause a patient's membership with an end date. Billing stops during the pause and resumes automatically when the pause period ends. The patient retains access to their entitlements during the pause only if you configure it that way.
Go to the patient's membership record → Pause → set a resume date → confirm.
Cancelling a membership
Choose between:
- Cancel immediately — billing stops now and entitlements are removed
- Cancel at end of period — the patient keeps access until the end of their current billing cycle
Members list
Go to Admin Portal → Memberships → Members to view all enrolled patients. Filter by:
- Product
- Status
- Enrolment date
Export to CSV from the filter toolbar.
Dunning (failed payments)
If a patient's payment fails, Stripe automatically retries it over the following days. Patients receive automated dunning emails at each retry attempt. If the payment remains unresolved after all retries, the membership moves to Past Due.
You can manually retry a payment from the patient's membership record, or reach out to the patient to update their card details.
Memberships cannot currently be migrated between clinics or tenants. If your clinic restructures or you need to transfer memberships to a new Qliva account, contact Qliva support before making any changes.