Change Member from Recurring (Autopay) to Non-Recurring (Non-Autopay).
In this guide, we will walk you through the steps to change a patient’s membership status from recurring (autopay) to non-recurring (non-autopay) in Smile Advantage’s system. This situation may arise if a patient changes their mind after initially being set up for recurring payments, or if they were mistakenly enrolled in autopay.
Steps to Change Membership Status
Identify the Member: Locate the patient’s profile in the system. In our example, we’ll use Tim Franklin, who is currently set as a recurring autopay member.
Make a Note of the original Renewal Date:
Go to the notes field in the patient’s profile.
Record the original signup date (e.g., December 1, 2023) for future reference.
Cancel Current Membership:
Choose the option to cancel the membership.
Confirm the cancellation when prompted. This action will stop the automatic renewal and payments.
Re-add as a Non-Recurring Member:
After cancellation, re-add the patient as a non-recurring member.
Select the same membership type they initially signed up for.
When setting up the new membership, choose the ‘check or cash’ option to avoid automatic charges.
Ensure that the start date is correctly entered. If it is incorrect, leave it as is and contact support for adjustment.
Complete the Membership Setup:
Acknowledge the receipt of the initial payment (e.g., $349 paid via credit card).
Confirm that the member has agreed to the terms and conditions.
Finalize by creating the non-recurring membership.
Submit a Support Ticket for Date Adjustment (if necessary).
If the start date needs correction, submit a support ticket.
Include the member’s name and the correct start date in the ticket (e.g., “Reset date for Tim Franklin to December 9, 2024”).
The support team will update the date in the backend to reflect the correct membership duration.