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Team Management

Expand Your Healthcare Team

Learn how to add branch administrators, manage billing and subscriptions, and scale your clinic operations with Relify's flexible multi-branch system.

Billing Navigation
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1
Navigation

Access Billing Management

Start by navigating to the billing section from your dashboard sidebar. This is where you'll manage subscriptions, add new branches, and oversee team administrator accounts.

  • Log into your main Relify dashboard
  • Locate the sidebar navigation menu on the left
  • Click on "Billing" or "Subscription Management"
  • You'll see your current subscription status and options
  • Review your current branch and user allocations

Access Level

Only main account administrators can access billing management. Branch admins have limited billing visibility for their specific branch.

Trial Setup and Admin Creation
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2
Free Trial

Create Branch Administrator

Set up a new branch with a 1-month free trial credit. Create the branch admin account and configure the initial setup for your new location or team lead.

  • Click "Add New Branch" or "Create Branch Admin"
  • Enter the branch name and location details
  • Create the admin username and contact email
  • System generates a secure temporary password
  • 1-month trial credit is automatically applied
  • Email with login credentials sent to the branch admin

Trial Benefits

New branches receive a full 1-month trial with all features included. No payment required until trial ends or additional branches are added.

Success Page and Billing Terms
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3
Activation

Account Ready & Billing Terms

Your branch admin account is successfully created! Review the billing terms and understand how subscription scaling works when adding multiple branches.

  • Branch admin can now login with provided credentials
  • 1-month trial period active with full feature access
  • Adding a second branch cancels trial and requires payment
  • Prorated billing calculated from trial end date
  • Annual subscription: RM 2,500 per branch per year
  • Auto-renewal can be enabled for seamless continuation

Billing Logic

When adding multiple branches, the trial ends immediately and you'll be charged prorated amounts for the remaining year. Auto-renewal ensures uninterrupted service.

Branch Administrator Dashboard
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4
Branch Ready

Branch Admin Dashboard

The newly created branch admin now has access to their dedicated dashboard with full clinic management capabilities for their specific location or team.

  • Complete branch-specific dashboard access
  • Independent patient and appointment management
  • Branch-level reporting and analytics
  • Team member management for their location
  • Separate billing visibility and usage tracking
  • Full EMR, scheduling, and AI feature access

Admin Privileges

Branch admins have full control over their location while main account holders maintain oversight and billing management across all branches.

Flexible Subscription Model

Transparent pricing that scales with your healthcare organization's growth.

First Branch Trial

Free

1 month trial with all features
No payment required

Per Branch Annual

RM 2,500

Full feature access per location
Unlimited users per branch

Prorated Billing

Variable

Fair pricing when adding branches
Only pay for time used

Auto-Renewal

Optional

Seamless yearly renewal
Never lose access to data