Have a way for clients to view their dollar amount of account credits.
We have a beauty bank membership, and our clients are used to being able to view the amount of money they have accrued in their account, and currently they are only able to view vouchers.
I would love the account credits to be added to the client profile by the vouchers so clients feel they have more autonomy over their money.
Montana Blackley
shared this idea
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Margaret Haley
commented
CRITICAL. Some clients have thousands of dollars accumulated. If they can see pre-paid vouchers, they should be able to see accumulated beauty bank funds as well.
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Leanne Bata
commented
We have multiple patients that request to find out what their current account balance is in their Client Portal. Should be easy enough to add since vouchers & payment methods were added recently. Would save time and man power from patients calling/emailing in for this.