Design the plan.
Build pricing, benefits, credits, and commitments around your catalog and approach to care.

Memberships & enrollment
When memberships fit your practice, Avlo gives them a connected operating foundation. Shape plans around your services, make enrollment clear, and keep the benefits and ongoing account relationship visible.
Inside the actual platform
Build membership plans when recurring relationships fit your business. Open the image to inspect the full-size screen.
View full sizeBuild pricing, benefits, credits, and commitments around your catalog and approach to care.
Use direct enrollment, invitations, and pre-built flows, with enrollment-builder capabilities available at eligible operating levels.
Bring plan status, benefits, visits, communication, and recurring-revenue activity into the same account context.
Illustrative workflow / Not customer results
An example of how your team could use memberships & enrollment in Avlo.
Define a plan's price, commitments, benefits, and catalog connections.
Prepare an enrollment flow with clear terms for the client.
Follow enrollment and account activity alongside billing and benefits.
What you can follow
Review enrollments, active memberships, plan performance, recurring revenue, and benefit utilization.
Before you launch
Membership and enrollment tools require an eligible subscription. You can use Avlo's loyalty and engagement offering without launching a membership. Your practice sets plan terms and approves suitability.
Feature access and capacity vary by subscription. The live plan comparison is the source of truth for your operating level.
Review plans and requirementsBetter connected
Connect this capability with the rest of your client experience. You don't have to begin with a membership program.
Build referral programs with sharing links, eligibility rules, and rewards you can track.
Explore referrals & rewardsFollow recurring billing, balances, renewals, payment recovery, and recorded transactions.
Explore billing & revenueConnect client records, portals, staff permissions, and multi-location administration.
Explore accounts, teams & locationsYour next chapter
Build loyalty. Listen to clients. Connect the next action.
Start with engagement. Add memberships when they fit.