Goal: Make presenting and discussing financing easy and natural by integrating the right tools and processes into your clinic.

Combining All Three Tiers

The Perfect Stack:

Result: Nearly every patient will qualify for something.

Phase 1: Platform Setup if Needed (Week 1)

Phase 2: Physical Setup (Week 1-2)

Technology Access:

• Add quick links to PatientFi calculator on all consultation room devices

• Add quick links to Cherry calculator on all consultation room devices

• Provide team with custom BNPL link

• Create desktop shortcuts/bookmarks for easy access

• Add to iPad home screens

• Test all links work properly

Marketing Materials Placement:

Every Consultation Room:

• PatientFi pamphlets within reach

• Cherry pamphlets within reach

• Financing overview sheet (your custom one-pager)

• Calculator accessible (iPad/computer/laptop)

Phase 3: Update All Pricing Materials (Week 2)

Everywhere pricing appears, add financing pricing:

Treatment Menus:

Before: "Botox: $500"
After: "Botox: $500 or $42/month*"

Package Offers:

Before: "Ultimate Glow Package: $3,000"
After: "Ultimate Glow Package: $3,000 or $120/month*"

Consultation Sheets:

• Add "or $X/month" next to all prices

• Include "*with approved financing" disclaimer

Digital Displays:

• Update TV screens/monitors with financing info

• Add to website pricing pages

• Add a descriptive financing page to your website

• Include in email quotes

Printed Materials:

• Brochures

• Price lists

• Package cards

• Before/after presentation materials

Phase 4: Create Quick Reference Tools (Week 2)

For Staff:

• Laminated financing comparison chart

• Quick decision tree: Which platform for which purchase?

• Sample monthly payments for common treatments

• Phone/iPad wallpaper with financing reminders

Sample Quick Reference:

• $500 treatment = $42/month or 4 payments of $125

• $1,000 treatment = $85/month or 4 payments of $250

• $2,000 treatment = $120/month (Cherry/PatientFi)

• $5,000 treatment = $200/month (Cherry/PatientFi)