Managing Wellness Plan criteria

Adding criteria to your plans ensures you're able to communicate important pieces of information to your clients before they sign up to your wellness plans.

Clients are still able to continue signing up regardless of their answer.

This can cover whatever topics you like but some examples are:

• Clients should be registered with the clinic to gain all of the benefits
• Patients should be up to date with their vaccinations

Adding criteria to a plan

• Go to the Subscriptions screen
• Click on the Plans tab
• Click on the plan you want to update
• Click "Edit"
• Scroll down to the criteria section and click "Yes" - this will show a new section where you can add the question and answers

Removing criteria from a plan

• Go to the Subscriptions screen
• Click on the Plans tab
• Click on the plan you want to update
• Click "Edit"
• Scroll down to the criteria section and click "Yes" so that it is unticked. This will remove the questions from the sign up flow.