What types of communications are sent to members?

When your clients enroll in a membership plan, here are the automated emails they will receive and when they will receive them:

Membership Enrollment

• Sent when a member is enrolled in a membership plan
• Provides a summary of plan benefits, monthly payment amount, and billing date
• Includes a summary of their wallet balance, including both practice and membership credit

Membership Monthly Payment Receipt

• Sent after a member’s monthly payment occurs
• Provides a summary of the payment, including the amount they were charged and payment details
• Includes a summary of their wallet balance, including both practice and membership credit

Membership Plan Update

• Sent to all active members of a plan if a practice updates the benefits of that membership plan
• Provides a summary of added and removed plan benefits
• Includes a summary of their wallet balance, including both practice and membership credit

Membership Billing Update

• Sent to a member if their billing date or payment method have been updated
• Provides a summary of their new payment method and billing date
• Includes a summary of their wallet balance, including both practice and membership credit

Membership Payment Failure

• Sent to a member if their monthly billing has failed
• Provides a summary of the payment method that we attempted to charge
• Instructs the member to call their practice to update their payment method

Membership Cancellation

• Sent to a member if they cancel their membership plan
• Instructs the member to call their practice if they have questions

Have Questions? Contact OPUL Customer Support at

hello@OPUL.com or (925) 678-5377 for assistance

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