Tagada
Ecommerce OS · Telehealth8 min readUpdated November 2, 2026

Bundles and Quantity Breaks for Telehealth Companies: Pricing and Discounts

How a telehealth company can price multi-month plans, care bundles and add-ons: who decides the quantity, how to set the discount, and the rules.

Nick Bonnassies, CMO at Tagada · checked against 8 sources

Article summary

TL;DR

Telehealth bundles come in three shapes: longer plans (monthly, quarterly, longer), care bundles (consultation plus follow-ups or a membership), and non-prescription add-ons. You sell a plan length and a price; the clinician decides what is prescribed and in what quantity. Set the discount from your contribution margin, and treat every prepaid or renewing plan as a subscription under the law.

  • A clinician, not the checkout, decides the prescription. Sell plan lengths, not medication quantities.
  • ROSCA requires clear terms before billing details, express consent and a simple way to stop recurring charges.
  • California requires notice 7 to 30 days before a price change on an automatic renewal, for contracts since July 1, 2025.
  • Visa requires a reminder at least 7 days before an introductory price ends (April 2026 rules).
  • In July 2026 the FTC alleged a telehealth company charged consumers for a prescription "without having a chance to review or approve it".
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This guide is part of our playbook on the best ecommerce platform for telehealth companies. The general guide, for any business: bundle pricing strategy.

The bundle types that fit telehealth

Quantity breaks ("buy 3, save 15%") come from physical products. In telehealth, the same idea becomes plan length and service bundles.

Bundle typeWhat the patient buysWho decides the contentMain risk
Plan length (monthly, quarterly, longer)Ongoing care at a lower monthly price for a longer commitmentYou set the plan; the clinician sets the prescriptionPrepaid money when the clinician changes or stops treatment
Care bundleFirst consultation plus follow-up visits or messagesYouUnused visits and refund requests
Membership tierAccess to clinicians, member pricing, extrasYouPaying for access the patient does not use
Non-prescription add-onsRelated over-the-counter or practical itemsYouImplying a medical benefit

Membership mechanics are covered in memberships for telehealth companies; refill billing in subscription billing for telehealth companies.

Fig. 1Four bundle types, four risks

  1. Plan length

    Ongoing care at a lower monthly price for a longer commitment. You set the plan; the clinician sets the prescription. Risk: prepaid money when the clinician changes or stops treatment.

  2. Care bundle

    First consultation plus follow-up visits or messages. You decide. Risk: unused visits and refund requests.

  3. Membership tier

    Access to clinicians, member pricing, extras. You decide. Risk: paying for access the patient does not use.

  4. Non-prescription add-ons

    Related over-the-counter or practical items. You decide. Risk: implying a medical benefit.

Plan length comes first: the clinician still sets the prescription.

From the table above.

Plan length vs. prescription: who decides what

The checkout can offer a quarterly plan. It cannot decide that a patient gets three months of medication.

  • You decide: the plan length on offer, its price, the billing frequency, what the plan includes (visits, messaging, shipping).
  • The clinician decides: whether to prescribe, what, how much, and for how long.
  • The pharmacy decides: what it can dispense and ship, under its own rules.

Fig. 2One plan, three decision makers

A 3-month planOffered at checkout
  1. YouPlan length, price, billing frequency, what the plan includes
  2. The clinicianWhether to prescribe, what, how much, for how long
  3. The pharmacyWhat it can dispense and ship

The checkout sells the plan, not the medication.

From the list above.

So write plan pages as "a 3-month plan" or "billed every 3 months", never as a guaranteed supply. Then plan for the case where the clinician prescribes less, something else, or nothing.

Watch out

A patient who prepaid three months and was declined, or switched by the clinician, expects their money back. Hold the card at checkout and capture only after approval, and refund what you will not ship. Charging before review is part of what the FTC alleged against Hims & Hers4FTC, "FTC and States Act Against Hims & Hers", press release, July 29, 2026 (allegations; case pending).

How to price a multi-month plan

Start from contribution, not from a target percentage. A discount that looks small on revenue can take most of your margin.

  1. Calculate monthly contribution on the monthly plan: price minus clinician fees, pharmacy, shipping, payment fees and refunds.
  2. Find what the longer plan saves you: fewer shipments, fewer payment attempts, fewer failed renewals, less support.
  3. Give part of that saving to the patient, and keep part. The rest of the discount comes out of contribution.
  4. Check the retention gain that justifies the rest: does the longer plan keep patients longer, measured on your cohorts?

A discount that looks small on revenue can take most of your margin.

Illustrative figures, not benchmarks:

Monthly plan3-month plan, billed every 3 months
Price$129 a month$327 every 3 months ($109 a month)
Discountn/aabout 15%
Shipments per 3 months31, if the prescription allows it
Payment attempts per 3 months31
Monthly contribution, before savings$70$50
Savings on shipping, payments and support (assumed)n/a+$8 a month
Monthly contribution, after savings$70$58

Fig. 3A 15% price cut, 17% less contribution

Monthly plan

  1. Price$129 a month
  2. thenShipments3 per 3 months

$70 monthly contribution

3-month plan

  1. Price$327 every 3 months ($109 a month)
  2. thenBefore savings$50 a month
  3. plusSavings, assumed+$8 a monthApproved

$58 monthly contribution, after savings

It pays only if the longer plan keeps patients longer.

Illustrative example.

Here a 15% price cut costs 17% of contribution. It pays only if the 3-month plan keeps patients at least that much longer. Check it with your own cohorts, as shown in LTV and CAC for a telehealth company.

The rules that apply to prepaid and renewing plans

A plan that renews automatically is a negative option under federal law, whatever its length.

RuleWhat it requires
ROSCA (federal)Disclose all material terms before taking billing information; get express informed consent; provide simple mechanisms to stop recurring charges (15 U.S.C. § 8403)1Restore Online Shoppers' Confidence Act, 15 U.S.C. § 8403
California automatic renewal lawExpress consent, an acknowledgment, online cancellation for online sign-ups, notice 7 to 30 days before a price change, an annual reminder (Cal. Bus. & Prof. Code § 17602)2California Business and Professions Code § 17602, for contracts entered into since July 1, 2025
VisaReminder at least 7 days before a trial or introductory price ends; online cancellation if sign-up was online (Visa Rules, April 2026, table 5-21)3Visa Core Rules and Visa Product and Service Rules, edition of April 18, 2026, table 5-21
StripeTelemedicine is a restricted business; approval "is specific to each service offer" (Stripe restricted businesses)7Stripe, Prohibited and restricted businesses, read November 2, 2026

Tagada follows Visa and Mastercard rules and the laws that apply to payments.

Two practical consequences. A first-month discount followed by a higher monthly price is an introductory price: send the reminder. A move from a quarterly to a monthly price is a price change: in California, give notice first. The payment-side rules are in how to sell telehealth services on subscription.

How to present plans at checkout

Show plans side by side, with the per-month price and the billed amount, so nobody is surprised by the first charge.

  • Two or three options at most: monthly, quarterly, and possibly a longer plan.
  • Billed amount and frequency next to each per-month price: "$327 billed every 3 months".
  • When the card is charged: "Your card is authorized now and charged only if a clinician approves your plan."
  • What happens if the treatment changes: "If your clinician changes or stops your treatment, we refund what has not shipped."
  • How to cancel: online, in the account, stated above the pay button.

Example

"3-month plan: $109/month, billed $327 every 3 months. Charged only if a clinician approves. Renews on February 2. Cancel or pause anytime in your account."

Checkout layout in detail: checkout optimization for telehealth companies.

Add-ons and order bumps

A small, non-prescription add-on at checkout is the closest thing telehealth has to a classic bundle.

  • Keep it optional and unchecked. Never add it by default.
  • No medical claims on the add-on, and no suggestion that it changes the outcome of the treatment.
  • Nothing that needs a prescription. Prescription items go through the clinician, not an order bump.
  • Show it after the plan choice, so it does not distract from the main decision.

Setup and testing: order bumps for telehealth companies and the general guide to order bumps.

What to measure

MetricFormulaWatch for
Plan mixOrders per plan ÷ all ordersEveryone on the cheapest per-month plan
Month-3 retention by planActive patients at month 3 ÷ startersLonger plans that do not retain better
Refunds by planRefunded amount ÷ collectedPrepaid plans refunded after clinician changes
Contribution by planAs above, per cohortDiscount bigger than the savings
Add-on take rateOrders with add-on ÷ ordersVery high rates can mean a confusing default

How Tagada helps

Plans, bundles and offers on the Tagada checkout

Tagada handles the offer and billing side of plans, with payments on TagadaPay: "Your PCI-tokenized cards, your customer profiles, your subscription data, all portable."8TagadaPay, homepage, read November 2, 2026

  • Checkout tools: order bumps, one-click upsells and A/B tests on offers, with Apple Pay and Google Pay.
  • Patient self-service: skip, pause, change frequency, swap product, or cancel with your retention offers in the customer portal6Tagada Docs, Headless SDK: Customer portal, read November 2, 2026.
  • Routing across TagadaPay and processors such as Stripe, NMI and Airwallex, with a cascade to another processor when one is down or times out.

Building the whole telehealth brand? With Tagada Rx, recurring treatments rebill on the day the pharmacy ships, then every cycle (30 days by default, configurable per offer), and declined, cancelled and errored cases never rebill5Tagada Docs, Rx: How it works, read November 2, 2026. US patients only, by selection.

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Plans, bundles and offers on the Tagada checkout

Updated on November 2, 2026

Nick Bonnassies

CMO at Tagada

CMO at Tagada. Before Tagada, Nick built direct-to-consumer brands that generated over $115M in sales, raised over $25M in crowdfunding and sold two of them. He also works as a fractional CMO on marketing operations and AI systems.

Frequently asked questions

Should a telehealth company offer monthly or multi-month plans?

Both, usually, with monthly as the entry point. A longer plan lowers the monthly price and cuts shipments and payment attempts, but only pays if patients stay longer. Test the discount on your cohorts and make sure a prepaid plan can be refunded if the clinician changes or stops the treatment.

How much discount should a 3-month telehealth plan get?

Start from contribution: what a longer plan saves you in shipping, payment attempts, failed renewals and support. Give part of that to the patient. Anything beyond it comes out of margin and needs better retention to pay back. Competitors' discounts tell you their prices, not their margins: do not copy them.

Can a patient get a refund on a prepaid telehealth plan?

That depends on your terms, which must be clear before checkout. A clean approach: authorize the card at checkout, capture only after clinician approval, and refund any months not yet shipped if the clinician changes or stops the treatment or the patient cancels.

Can I bundle the consultation with the treatment?

Yes, as a price for the consultation and the plan together, as long as the patient knows a clinician decides whether to prescribe. Who collects which part matters for payments: see charging the consultation and the medication.

Do price changes on a plan need notice?

On automatic renewals in California, yes: notice 7 to 30 days before a price change, for contracts since July 1, 2025. Visa also requires a reminder at least 7 days before an introductory price ends. Build both into your email flows.

Sources

Checked November 2, 2026
  1. Restore Online Shoppers' Confidence Act, 15 U.S.C. § 8403
  2. California Business and Professions Code § 17602, for contracts entered into since July 1, 2025
  3. Visa Core Rules and Visa Product and Service Rules, edition of April 18, 2026, table 5-21
  4. FTC, "FTC and States Act Against Hims & Hers", press release, July 29, 2026 (allegations; case pending)
  5. Tagada Docs, Rx: How it works, read November 2, 2026
  6. Tagada Docs, Headless SDK: Customer portal, read November 2, 2026
  7. Stripe, Prohibited and restricted businesses, read November 2, 2026
  8. TagadaPay, homepage, read November 2, 2026

Tagada

Price plans on contribution, and let the clinician decide the rest

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