How to Update Your Plan Prices
If your office is looking to update membership plan prices, this guide will walk you through the process to ensure a smooth transition and effective communication with your members.
Step 1: Notify Smile Advantage Support
Before any price change, inform Smile Advantage Support of the new fees and the effective date (e.g., May 1st). This can be done via the form here: help.mysmileadvantage.com/docs/marketing-request/
Include detailed information about the new fees and request any necessary updates to your marketing materials.
If you need updated flyers, contracts, or other promotional materials to reflect the new prices, communicate this need to our team. They will revise these materials to ensure all communications reflect the updated prices.
Step 2: Communicate with Members
Currently, Smile Advantage does not send automatic notifications regarding price increases. You will need to inform your members about the fee change proactively. This can be done through:
Emails: Send an email blast to your members explaining the new fees and the reasons for the changes.
Letters: For members who prefer or require paper communication, send a formal letter indicating the upcoming changes.
Personal Calls: For a more personal touch or for high-value members, consider informing them via phone call.
Start these communications well before the renewal date to give your members adequate time to understand and accept the changes or to decide otherwise.
Step 3: Updating Your Dashboard Fees
Notify Smile Advantage Support to set the new fees into motion on your specified start date. All memberships renewing from this date will be processed at the new rate.
Step 4: Handle Non-Renewals
If a member decides not to renew their plan, you can remove their membership through your Smile Advantage dashboard. This will ensure 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
Dashboard: Check your dashboard regularly to see which memberships are due for renewal. You can view upcoming renewals in order by selecting the Recurring column under the Members tab. This helps in managing communications and ensuring all members are informed in a timely manner.
View Transactions: Keep an eye on your transactions tab to track payments and renewals.
Step 6: Continuous Monitoring
After the new fees are in place, continue to monitor member feedback and renewal rates. This can help in adjusting your approach to member communication and retention strategies.
Additional Information:
Untethered and BridgePay v3 Offices: These offices can modify their own plans directly. It is crucial to handle these modifications carefully as they will impact all members currently using these plans.
Access to Plan Management: To modify plan prices directly, visit Smile Advantage Plan Management. If this link is not accessible, please update your prices by filling out the marketing request form at Smile Advantage Help Center.
By following these steps, your office can effectively manage plan price updates, ensuring smooth transitions and maintaining member satisfaction and retention.