This feature is included in the Grow and Scale pricing plans. It is not included in the Launch plan. If you would like to upgrade your subscription plan or learn more about the different pricing tiers we offer, please visit Sawyer subscription plans and features here.
If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.
You have the capability of charging your customer for a Membership. Here’s how:
Open your Sawyer Portal
Go to Contacts and search for the customer
Click on Quick Charge
Use the dropdown to the right of Select Item to choose Membership
Select the Membership. If the Membership applies to someone other than the client, select the person the Membership is for.
Add in a credit card number if it’s not already defaulting to the card on file.