📄️ Creating a membership plan
How to build a membership plan from scratch in Glovora — every field explained, how the plan looks to patients, and how to publish it.
📄️ Setting membership perks and discounts
How the Member Discount percentage works, how benefits appear to patients, how included treatments and discounts interact at checkout, and how to update an existing plan.
📄️ Understanding membership renewals
How billing cycles work, what happens on the renewal date, what happens if a payment fails, how treatment credits reset, and how renewal status appears in the CRM.
📄️ Pausing or cancelling a patient membership
How to cancel a membership from the CRM, what happens to billing and benefits, how pausing works from the patient app, and how to resume a paused plan.
📄️ The Beauty Bank — how it works
What the Beauty Bank is, how credits are added in Auto and Select mode, how patients spend their balance at checkout, and how to manage it from the CRM.
📄️ The Cash Wallet — what patients see in the app
How patients view their Cash Wallet balance, receive credits, top up manually, spend at checkout, and read their transaction history in the Glovora app.