Payments & Memberships is your patient-facing revenue stack — Stripe checkout, deposit-to-book, recurring membership plans, gift cards, and subscription billing — all unified with your CRM and booking engine.
What it does
Memberships are the single biggest cashflow lever in modern healthcare. Practices with 200 members have $20K–$60K/mo in predictable revenue before a single new patient walks in. This agent makes membership and deposit flows trivial to set up — and trivial for patients to buy.
How it works
Step 1 — Stripe + your stack
Stripe account connected (or we set one up). Payments flow through your business name, money lands in your account.
Step 2 — Deposit-to-book
Toggle deposits on per service. High-no-show services (Botox, surgical) require a card on file or partial payment to book. Cuts no-shows by half overnight.
Step 3 — Memberships
Build tiered membership plans (e.g., $99/mo unlocks free Botox unit, member pricing on lasers). Patients enroll online, billed automatically, manage from their portal.
What you’ll see in 90 days
- 50%+ no-show reduction on services with deposits required
- 50–200 members enrolled in the first 90 days (depending on outreach)
- $10K–$60K/mo in recurring membership revenue
- Higher LTV — members visit 2–3× more frequently than non-members
Setup & onboarding
Live in 7–10 days.
- Days 1–3. Connect Stripe (or new account setup). Define deposit rules.
- Days 4–7. Build membership tiers, pricing, benefits, automations.
- Days 8–10. Launch + run a first member-recruitment campaign.
Common questions
Stripe fees?
Standard Stripe processing (~2.9% + $0.30 per transaction). The agent fee is separate.
What if we already have memberships?
We migrate existing members and their billing history. No double-charging.
Tax handling?
Stripe Tax handled where applicable. Disclosure language built into checkout flows.
Pricing
$249/month. Includes Stripe integration, deposit logic, membership engine, and patient portal. Stripe fees separate. Cancel anytime.
Who this is not for
This agent isn’t a fit if:
- Practices that exclusively bill insurance with no out-of-pocket revenue.
- Clinics with strict no-deposit policies (rare in elective care).
- Markets where Stripe isn't supported (very rare).
Troubleshooting
Membership not renewing
Card on file expired — trigger the re-collect flow.
Refunds not processing
Stripe role permission missing — check user permissions.
Membership benefits not unlocking
Tag/role mapping in admin needs to point member-tier to feature gates.
Tax wrong on checkout
Stripe Tax config — verify state nexus per location.
Pair this with
These agents are designed to work alongside this one — clinics typically activate them together:
- Review Automation — Continuous review monitoring, AI-drafted responses, and automated review-request campaigns — pushing star rating up 0.3–0.8 points in 90 days.
- AI Analytics — A live dashboard plus a natural-language layer — ask "what's my rebook rate for Botox patients under 40?" and get a real answer with a chart.
- AI Revenue Engine — AI-assisted billing, ICD-10/CPT coding, inventory tracking with auto-reorder, and AI treatment recommendations — closes the three biggest revenue leaks at once.
Ready to put this agent to work?
Add it to your plan in 60 seconds, or book a strategy call to map the right combination for your practice.