The challenge
Sycle serves practices of varying sizes, from single-location clinics to multi-site enterprises, each with different feature needs and staffing structures. As the platform grew, administrators needed a clear, manageable way to understand their subscription tier, control access to premium features, and scale communication tooling without introducing compliance risk.
The challenge was designing a settings and plans experience that felt transparent and in control rather than complex and restrictive.
The approach
Tiered plans with granular add-on control. Sycle's subscription model offers flexible tiers scaled to clinic size and volume, with premium capabilities, including SMS appointment reminders and eDocs (Digital Clinic), available as targeted add-ons. The design needed to make that structure legible at a glance, surfacing what a clinic has access to and what can be added without requiring a support call.
Role-aware feature access. While feature availability is set at the account level, clinic owners required finer control over which staff members could access sensitive tools. The Administration dashboard was designed to allow owners to restrict or grant individual access to eDocs, keeping HIPAA-compliant document management and eSignature workflows appropriately scoped per team member.
Volume-based SMS automation. Rather than hard user quotas, the automated reminders system was built around usage volume, allowing clinics to customise outreach scripts and scale patient communication as their practice grows without hitting arbitrary limits.
The plans and quotas redesign gave clinic administrators a single, coherent view of their subscription, feature entitlements, and staff permissions. Surfacing the right controls at the right level of the hierarchy reduced reliance on support for routine access changes, while the volume-based SMS model removed friction for growing practices looking to scale their patient outreach.