Add account credit to client profiles
5
votes
Lisa Lee
shared this idea
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Caroline Mitchell
commented
Patients can log into their patient profile and see their past/upcoming appointments and see their vouchers but they can't see how much money they have in their wallet. It would be great for the patient to see that, especially our membership patients, so that they know how much money they have to spend!
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Amber
commented
For example we do a gift card special where clients can buy a gift card and receive $20 credit for every $150 spent. Right now we go in manually and add the credit but it would be nice to be able to credit an automatic offer that applies the credit automatically.