Medisa
User Guide

Adding Organization Seats

Activating clinic seats, adding them mid-cycle, and scheduling reductions.

Organization Owner Clinic Admin

A seat is one doctor's subscription place inside a clinic. It is all managed under Settings → Team & clinics → Plans & billing.

How seats work

Three things to understand before buying:

  • One doctor, one seat. The clinic Owner and Admins included.
  • Quota is per seat, not a shared pool. A Basic clinic with 5 seats gives 75 hours to each doctor, not 75 hours split five ways. Each seat's quota resets monthly, like a personal subscription.
  • Price = plan price × seats × period. There is no separate organization plan; clinics use the same Starter, Basic, or Max, and one tier applies to the whole clinic.
PlanQuota per seat
Medisa Starter40 hours
Medisa Basic75 hours
Medisa Max145 hours

The annual cycle uses the discounted annual price, and that discount carries into the per-seat price.

Prices are not listed here

The per-seat price and the plan contents that apply are always the ones shown on your clinic's Plans & billing page, and those are the binding ones.

Activating seats

A newly created clinic has no seats and cannot be used yet.

Open the Plans & billing tab.

Pick the plan, the period (monthly or annual), and the number of seats. The minimum is one — your own, as the Owner.

Plans and billing tab with the Medisa Basic plan, a Monthly period, a seat count of 5, and an Activate seats button
Plan, period, and seat count are chosen together.

Press Activate seats and complete the payment. Vouchers are validated against the per-seat price first, then multiplied by the seat count. The clinic goes active once the payment is confirmed, and you take the first seat.

Once active, the summary shows the plan, the period, seats assigned out of seats purchased, the quota per seat, and the renewal date.

Active clinic summary: Medisa Starter monthly, 1 of 10 seats assigned, 40 hours per seat, the renewal date, and Add seats and Reduce at renewal buttons
One summary line carries the plan, seat usage, quota, and renewal date.

Adding seats

When the team grows mid-cycle, press Add seats, enter how many, and add a voucher code if you have one.

Add seats form with a seat count field, an optional voucher code field, and an Add seats button
Vouchers apply when adding seats too, not only at activation.

The charge is pro-rated — you pay only for the days left in the current cycle. New seats are available as soon as the payment is confirmed and can be filled by invitation right away.

Reducing seats

A reduction does not take effect immediately. Press Reduce at renewal, set the seat count you want for the next cycle, and press Schedule seat change.

Seats at renewal form with a seat count field and a Schedule seat change button
The number you enter applies from the next cycle, not today.
When it takes effect
Adding seatsImmediately, charged pro-rata
Reducing seatsAt the next renewal

No mid-cycle refunds

Removing a member frees their seat at once, but the seats you have purchased stay billed until the end of the cycle. That empty seat can be filled by another doctor immediately — so the value is not lost, it simply is not refunded as money.

Filling and emptying seats

EventEffect on seats
An invitation is acceptedOne seat is taken; that doctor's personal subscription pauses
A member is removedThe seat frees immediately; their personal subscription resumes
A member leavesSame as being removed
A pending invitationTakes no seat until it is accepted

Because an invitation only takes a seat when accepted, you can send several at once — but only as many can be accepted as you have free seats.

Limits worth knowing

  • Invitations are rejected when seats are full. Add seats first.
  • A plan downgrade is blocked while more seats are assigned than the target allows. Remove members or reduce seats first.
  • A clinic that is not renewed expires. Every seat goes inactive and each member's personal subscription resumes with its remaining days. Records stay stored.

Renewal reminders go to the clinic's billing email before the cycle ends, and members approaching their quota limit are notified too.

If something goes wrong

SymptomMost common cause
Cannot invite a doctorEvery seat is taken, or seats were never activated
Paid but the seat count has not changedThe payment confirmation has not arrived — check the payment history
The seat count did not drop after schedulingBy design — it applies at the next renewal
Cannot downgrade the planMore members are active than the target plan's seats allow
A member reports their quota is exhaustedQuota is per seat, not pooled — that doctor has used their own allowance
Plans & billing is read-onlyYou are an ordinary member; only Owner and Admins may change it

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