What are Plans?
Plans let you package sessions and services the way your clinic actually works — not the way a payment terminal forces you to. Instead of processing payments one appointment at a time, Plans give you the flexibility to bundle sessions, charge upfront, and keep everything organised in one place.
What do Plans do?
Plans make it easier to manage ongoing care and payments for your clients. With Plans, you can:
Bundle multiple sessions or items into a single payment
Generate a payment link and collect payment upfront
Create and complete bookings tied directly to a plan session
Give clients full visibility over their plan status from their HaltH account
Types of Plans
One-off plan
Your client pays upfront and can schedule sessions or items when they are ready. For example, you might add an initial physiotherapy consultation, a dry needling session, and a remedial massage, along with items like a physio ball, stretching band, and physio lotion — all charged to the client in one go.
Recurring plan
A recurring plan automatically bills your client on a set schedule. You can add sessions and items to a recurring plan. When setting one up, you will be asked for:
Billing frequency — Daily, weekly, fortnightly, monthly, quarterly, twice a year, or yearly
Start date — When the plan begins
End date — Either until cancelled or a specific end date of your choosing
How do I access Plans?
There are a few ways to get to Plans — they all lead to the same place:
Home page — Tap the Checkout button at the top of the home page and select Plans
From a booking — Open any active booking and tap Plans in the top right corner
From a client profile — Go to the Search Clients tab, search for your client, tap on their profile, press Checkout, then select Plans. You can also view that client's current plans from this same tab.
From Integrations — Go to Integrations, head to Plans, and press Manage. This is where you'll find all your plans organised into three sections — All, Recurring, and One-Time — showing all active, unpaid, and cancelled plans, along with the option to create a new plan.
How do I create a Plan?
When you first arrive at Plans, you will have two options — select from your most used plans or create a new one.
To create a new plan, tap the search bar and type your plan's name. Then Create a New Plan!
From there, you will land on the Build Plans screen, where everything is laid out in one place:
At the top, you will see two tabs — One-off and Recurring. Simply tap to switch between them.
Add your sessions using the + Add session button or add standalone items using + Add item
The session count and total will update at the bottom as you build
Once you're happy, tap Next to set your billing details and send a payment link or collect payment on the spot
Managing Plans
Once a plan is active, you can:
View all plans under the All, Recurring, and One-Time sections in Integrations → Plans
See the status of each plan — active, unpaid, or cancelled
Create a booking tied to a plan session
Complete a booking using a plan session at the time of the appointment
Client view
Clients can log into their HaltH account to view the status of their active plans at any time. Plan creation and management are handled entirely on the provider side.
Need help?
Reach out to the HaltH support team, and we'll be happy to help get you set up!
