Add a New Member (Smile Advantage PRO)

Your Smile Advantage dashboard allows you to add new members quickly and accurately. Depending on whether your office uses Smile Advantage CORE or Smile Advantage PRO, the steps will look slightly different.

If your office is using the CORE version of Smile Advantage, click here for the CORE instructions.

If your office is on Smile Advantage PRO, follow the steps below:

Adding a New Member in Smile Advantage PRO

Smile Advantage PRO is connected directly with your Practice Management Software (PMS), allowing patient information to sync instantly. This makes adding memberships faster, more accurate, and easier for your front office team.

Step 1: Add or Search for the Patient

Click Add Patient in the upper right corner of your dashboard.

Search using the patient’s:

• First name
• Last name
• Zip code

Select the correct patient from the list.
If the patient doesn’t exist in your PMS, you can manually create them.

Step 2: Link the Patient

Once selected, you’ll see their PMS information (name, birthday, phone, email, address).

Review for accuracy and click Create Member to link the record.

If required information is missing, you’ll be prompted to update the patient profile before continuing.

Step 3: Add a New Membership

From the patient’s profile, click Add New Membership.

This opens the membership enrollment screen.

Step 4: Choose the Membership Plan

Select the appropriate plan from your office’s available options:

• Annual plans
• Monthly plans
• Family or multi-member plans
• Custom or orthodontic plans

Choose the Start Date.
If you select a future start date, the patient is still charged today, but renewals align with the date you choose.

Step 5: Select the Payment Type

You can choose between:

AutoPay Recurring (Credit Card Only)

• Auto-renews each cycle
• Best for monthly memberships

One-Time Payment – Credit Card

• Pre-pays for one year
• Does not renew automatically
• The patient will automatically receive renewal reminders and can renew online using the secure payment link

One-Time Payment – Cash / Check

• Pre-pays for one year
• Patient will also receive renewal reminders

• If they prefer to renew with cash or check again, the payment will need to be taken in office

Step 6: Add Optional Fees

You may add:

• Enrollment fees
• Discounts
• Custom adjustments

A notes field is available to explain the purpose of the fee.

Step 7: Enter Payment Information

If taking a credit card payment, enter the card information.

Confirm that the patient has reviewed and signed the Terms & Conditions.

If your office uses ledger posting, you can choose whether to automatically post the transaction back to your PMS.

Step 8: Create Membership

Click Create Membership.

A confirmation message will appear, and the membership will now display in the Membership section of the patient’s profile.

Your member is now active!

Need Help?

If you encounter any issues or have questions, don’t hesitate to reach out to Smile Advantage support at [email protected]. They’ll be more than happy to assist you.