Helpoben.care

Manage a client's membership

Enroll a client in a membership plan, or pause, resume or cancel their membership.

Who can do this
Staff allowed to manage payments
Where in Oben
/payments/memberships

Saved in this browser only, so every article can open its screen.

Memberships renew each period where renewal billing is on for your clinic. On a plan that waits for a recorded reminder, the renewal charges only after someone selects Record notice for that period.

Steps

  1. Open the client and select their Billing tab, then the Memberships & Programs view.
  2. To add one, select Enroll ▾, then Membership, and choose a plan.
  3. Under Card, choose the card to bill. Use Add card if none is saved.
  4. Set Consent captured to how the client agreed, and tick the box confirming they agreed to auto-renewal.
  5. Select Enroll. The button shows the plan's price.
  6. To stop billing, select Pause in the membership's row. Oben says so if the plan does not allow a pause.
  7. To restart billing, select Resume. A paused membership never restarts on its own, so plan to resume it yourself.
  8. To end a membership, select Cancel. It ends at the close of the current billing period.
  9. To note that you gave the client a renewal notice, select Record notice and confirm the plan and price the next renewal bills. This does not send a message. On plans that wait for a reminder, it lets the next renewal charge go ahead.
  10. If the client scheduled a change to another plan, the row says what it changes to and when. Select Cancel change to keep their current plan.

Good to know

  • You can also enroll and manage members from Payments in the Memberships tab, under Plans and Members.
  • A new membership becomes active once the first charge succeeds.
  • If the client paid a period another way, select Record period paid outside Oben on the row. That renewal is then not charged. See Record a payment made outside Oben.
  • Archive plan (in the Memberships tab) stops new enrollments; current members keep renewing.
  • Resume works only while the client is still inside the period they already paid for. After that period ends, Oben refuses to resume and says a renewal charge is needed first. While paused past that period, linked program access is off.
  • Status shows incomplete (first charge not confirmed yet), active, paused, past due or canceled. A membership you cancelled stays active with ending next to it until its period ends.