For Practices

Frequently asked questions practices have about Pearly.

Pearly Overview for Practices

Some helpful overview information.

6 answers

Membership plans are care plans that dental practices offer directly to your patients. Patients pay a subscription fee to your practice. You design the plan and set the pricing. Most plans typically cover all preventive care and discounts on other treatments, but it's entirely up to you.

Pearly empowers dental practices to provide membership through our cutting-edge software and growth services. If you have any questions, please email us at support@pearlyplan.com.

Pearly is the leader in payments-powered practice growth. Dental practices using Pearly offer in-house membership plans directly to their patients, collect payments by text message, and automate their accounts receivable process.

To learn more on a live product demo, click here.

Getting started is easy!

Pearly partners with your practice to create, promote, and manage a new or existing in-house dental membership program. We help you design the perfect plans for your practice and get up and running in 10 minutes.

Please request a demo to get started and we'll have you bringing in members right away.

We believe in simple and aligned pricing.

Please take a look at our pricing page or request a demo for a custom quote.

We integrate with Stripe for secure credit card and ACH payment processing. Stripe processes billions of dollars per year for millions of leading companies including Target, Lyft, OpenTable, and Unicef. Pearly partnered with Stripe for its industry-leading security and transparent pricing.

When a patient makes a payment through Pearly, a merchant processing fee is automatically deducted by Stripe from your payout amount. You can review Stripe's merchant processing fees here and they are outlined below:

Credit Card:

Practices using Pearly in the United States can accept Visa, Mastercard, American Express Discover, JCB Diners Club, and UnionPay credit and debit cards. Patients can also pay with Apple Pay and Google Pay.

The credit card processing fee is 2.9% + $0.30 per successful payment processed.

For example, if a credit card payment of $100 is collected, the credit card processing fee would be $3.20 ($2.90 + $0.30). By leveraging Stripe, we can offer Pearly practice's straightforward merchant processing fees that remain consistent across credit types and payment amount.

ACH Debit:

Practices using Pearly also offer patients the ability to pay via Automated Clearing House (ACH) debits. Patients securely provide their bank account details using our integration with Plaid, which streamlines the ACH process.

The ACH debit fee is 0.8% per successful payment processed with a cap of $5.

For example, if a ACH payment of $100 is collected, the ACH processing fee would be $0.80. ACH is an advantageous payment method for larger transactions as a $5,000 ACH payment would max out the ACH fee at $5.

If you have any questions regarding Pearly's payment processing fees, please email support@pearlyplan.com.

Pearly is based in Santa Barbara, California.

You can give us a call at (844) 955-0637 or find us working at 1117 State Street, Santa Barbara, CA.

Membership Software

Some helpful tips and explanations for using our membership software.

6 answers

Simply head to the login page and input your email and password.

If you don't have a user account, please ask the Pearly admin at your practice to invite you as a user.

You can always reach out to support@pearlyplan.com and we'd be happy to help.

If a patient wants to enroll in your in-house membership program at your front desk or calling your practice, it only takes about 90-seconds!

Click the Sign Up Member link in the Home screen of your Pearly Portal and follow the prompts. You will enter the patient's information, select the membership plan, and add their credit card details. That's it!

If you have any questions or want a training refresh, shoot us a note at support@pearlyplan.com.

Yes!

In the Pearly Portal, simply enter the mobile phone or email on the home screen and click Invite. They will receive a text or email with a link to your Signup Site so they can review your in-house dental membership plan details and self-enroll.

This is a great way to promote your membership program to patients who are not ready to enroll at your office. They can view your program details from any device and enroll instantly.

If you have any questions, shoot us a note at support@pearlyplan.com.

Understanding how your dental membership program is performing is critical for ongoing success!

Fortunately, we provide robust metrics so you are always up-to-date.

In the Pearly Portal, click the Analytics link on the left sidebar to view key details such as Active Members, Total Payouts, Plan Breakdowns, Renewal Rates, and more!

If you want any custom reports, simply shoot us a note at support@pearlyplan.com.

Good question! We leverage Stripe for our payment processing backend. During the onboarding process, you will add the direct deposit details for your practices in the settings tab.

When a membership fee is processed, your practice receives a direct deposit in as little as 48-hours depending on your settings.

If you have any questions about how to set-up your direct deposit details, email support@pearlyplan.com.

Of course!

We'll help you customize your Signup Site during the onboarding process, but it's easy to make adjustments any time. In the Pearly Portal, click on the Marketing tab on the left sidebar to access your Site settings.

On the Site settings tab, you can adjust the header photo, program name, colors, practice details and more!


Can't find the answer you need?

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