Wellness plans

Recurring plans with included services, managed from one page.

Wellness plans are recurring plans a client pays monthly or annually, with included services and a discount on add-ons. Staff manage them from Wellness Plans under Front Desk in the sidebar. Wellness plans need invoicing, so they are available on Operations and Practice, not Intelligence.

Building your plan catalog

Go to Settings → Packages & wellness plans (or click Manage plan catalog on the Wellness Plans page). Editing plans needs settings.billing.write. For each plan you set:

• A code and display name, and an owner-facing description
• Monthly price and annual price
• An add-on discount percentage for other services the client buys
• A species filter, if the plan is for dogs or cats only
• The included services, with a quantity for each
• Whether the plan is offered in the client portal

Chartling can suggest starting plans for your kind of practice. Prices are only starting points, so edit them to suit your clinic. Packages (a one-time punch card bundle) live on the same page.

Enrolling a patient

1. Open the patient

   Find Wellness plans on the patient record and click Enroll. This needs invoice.write.

2. Pick the plan and interval

   Choose the plan and whether it bills monthly or annually.

3. Collect payment

   If a payment processor is connected and the patient has a linked owner, the enrollment is pending until the owner adds a card through a secure payment link. Copy the link or resend it from the panel. If no processor is connected, or no owner is linked, the enrollment is recorded for tracking only and no charge is made.

Managing enrollments

The Wellness Plans page has two tabs: Plan catalog and Enrollments. Enrollments shows active, expiring within 14 days, and cancelled or expired counts, and can be filtered by status. For each enrollment you can:

• Pause billing and Resume billing
• Cancel the plan, which stops future billing
• Redeem an included service from the patient's Wellness plans panel when it is used

Owners with a portal account see their plans on the Wellness page of the portal. Plans marked as portal-visible can be offered to owners there.