To prevent a recurring member from auto-renewing, you’ll want to update them to a one-time payer. To do so, simply:
- Deactivate the patient’s membership by selecting the Cancel Membership button. Make sure you have their information saved as we will be re-entering it.
- Re-enter the patient as a cash/check one-time payer. Do this by selecting the “One Time Payment” (cash/check or card) under “Frequency/Type” of your “Add New Membership” page. Select cash/check as the payment type if the patient has already been charged. (This way they will not be charged again.)
- Now you can update their plan end date to the correct date by submitting a support request.
That’s it! You have successfully changed a recurring member to a one-time payer.
Now the patient will no longer auto-renew, but will still be tracked in the dashboard. When their plan ends, they will receive a notification from the software to call the office and renew their membership.