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Advantage Academy

Building Your Program

Update to Plans Pricing

Topic
Plans
For
Practice Owner
Read Time
~4 minutes

If your office is looking to update membership plan prices, this guide walks you through the process to ensure a smooth transition and clear communication with your members.

Step 1: Notify Smile Advantage Support

Section titled “Step 1: Notify Smile Advantage Support”

Before any price change, inform Smile Advantage Support of the new fees and the effective date (for example, May 1st). Include detailed information about the new fees and request any updates you need to your marketing materials. If you need updated flyers, contracts, or other promotional materials to reflect the new prices, let our team know and they will revise them.

Step 2: Communicate with members

Section titled “Step 2: Communicate with members”

Smile Advantage does not send automatic notifications about price increases, so you will need to inform your members proactively. You can do this through:

  • Emails: Send an email blast explaining the new fees and the reasons for the change.
  • Letters: For members who prefer paper communication, send a formal letter about the upcoming change.
  • Personal calls: For a more personal touch, or for high-value members, consider a phone call.

Start these communications well before the renewal date to give members adequate time to understand and accept the changes, or to decide otherwise.

Step 3: Update your dashboard fees

Section titled “Step 3: Update your dashboard fees”

Notify Smile Advantage Support to set the new fees in motion on your specified start date. All memberships renewing from that date will be processed at the new rate.

Step 4: Handle non-renewals

Section titled “Step 4: Handle non-renewals”

If a member decides not to renew, you can remove their membership through your dashboard so they are not charged under the new fee structure. Navigate to the Members section and select Cancel Membership to deactivate the non-renewing member’s profile.

Step 5: Manage renewals

Section titled “Step 5: Manage renewals”
  1. Dashboard: Check your dashboard regularly to see which memberships are due for renewal. View upcoming renewals in order by selecting the Recurring column under the Members tab.
  2. View transactions: Keep an eye on your Transactions tab to track payments and renewals.

Step 6: Continuous monitoring

Section titled “Step 6: Continuous monitoring”

After the new fees are in place, continue to monitor member feedback and renewal rates. This can help you adjust your approach to member communication and retention.