Membership Management

Membership Management gives your account managers self-service tools for employer setup and ongoing roster management. Your team creates employer accounts, imports roster files, and manages memberships directly — everyone on a roster is a member.

Employer Setup

Your account managers create each employer account, associate membership plans, and configure billing terms through the platform. This happens once per employer as your organization signs new clients.

Roster Management

Your account managers import roster files directly through the platform. From the roster file, the system creates member records, assigns each person to their membership plan, and sends app invitations. Members can begin booking care once activated.

As a workforce changes — new hires, terminations, leaves of absence — new roster files are reconciled against active memberships to identify adds, changes, and terminations without manual comparison. Every member carries a real-time membership status that determines their access within the system. When a roster update changes someone's status, access updates immediately.

Billing & Invoicing

Monthly invoices are generated per employer based on the plan's commercial terms. Your organization handles collections and reconciliation.