Skip to content
Advantage Academy

Getting Started

Add a New Membership (Smile Advantage CORE)

Topic
Adding Members
For
Front Office Team
Read Time
~3 minutes

This guide covers adding a membership in Smile Advantage CORE. If your office is on the PRO version, use the PRO instructions instead.

Two Types of Membership

Section titled “Two Types of Membership”

When adding memberships to your dashboard, you can add two main types:

  • Recurring Payment Members (credit card only). A recurring membership requires a credit card and will auto-renew until canceled.
  • Non-Recurring Payment Members (cash, check, or credit card). A non-recurring membership is a one-time charge where the member pre-pays for one year at a time. Your office follows up with the patient to collect payment for each year they wish to renew. Non-recurring memberships can be paid for with cash or check, and members are alerted before their membership expires.

Steps to Add a New Membership

Section titled “Steps to Add a New Membership”

  1. Add a new membership. In the top right-hand corner of your dashboard, find the Add a New Membership button and click it.

  2. Fill in patient information. Provide the patient’s name, contact details, and other relevant information.

  3. Choose the membership plan. Select the correct type of membership plan for the member.

  4. Set the start date. Pick a start date for the membership. If you choose a future start date, the patient is charged on the day you create the membership, but the renewal date is based on the start date you chose.

  5. Choose the payment type. You have a few options:

    • Auto-renewing payment via credit card
    • One-time payment via credit card
    • A one-time cash or check payment

  6. Add any additional fees. If there are one-time fees, such as an enrollment fee, you can add them here. You can also leave a note explaining the purpose of the fee.

  7. Enter credit card information and agree to terms. Fill out the required credit card information and select the option indicating that the member has agreed to the terms and conditions.

  8. Review terms and conditions. If you need to print the terms and conditions before proceeding, click the provided link.

  9. Create the membership. Once you have filled in all the necessary information, click the orange button at the bottom to create the membership.

  10. Verify the membership. After creating the membership, you can find it in the Members tab at the top of your dashboard.