There should be an easy way to see the redemption history for a client's PPU without having to pull a report.

We allow patients to split 100 units of botox they "bank." Please allow for product units to be transferred between clients. thank you

when clients pre-purchase Botox Units to have the option to set an expiration date/void the units instead of contacting Boulevard team to remove them for you.

We want to create a "TOX Bank" for patients to pre-purchase units of TOX and have them in the system to use throughout the year. It would be great if they could see their balance in the client portal.

An owner or admin of the account should have full access to their MR system in voiding credits or changing credits. SO often patients pre pay for syringes of filler and change what filler they want but they cant use their credit appropriately and i cant void their banked units. Or they pre pay for sculptra and choose radiesse etc. We need a way to be able to adjust product units that are banked!

Summary:
Add functionality to fully remove product listings from client profiles when orders are deleted, preventing lingering entries with 0 units from appearing in accounts.

Description:
Currently, when orders containing product units are deleted, the product listing remains visible in client profiles even with 0 units. This creates confusion for both clients and staff. A new feature would:

- Allow complete removal of product listings when associated orders are deleted
- Maintain cleaner client profiles without zero-unit entries
- Prevent confusion about product availability and redemption status
- Streamline the order deletion and cleanup process

I would like to see a feature where banked products units can be used toward multiple items. EX If a customer bus 500 units of botox but ends up loving dysport, i want them to be able to use their units on dysport too. Or if a customer banks 3 syringes of kysse and only needed 2 they can use the 3rd syringe on a different filler!

Gift cards, vouchers, and account credit can be easily adjusted as needed in the client's profile. When adjustments need to be made with prepaid units, there are several steps required via a new order, so being able to easily make any changes in the profile will be extremely helpful.

When a client pre-pays for units at a discount, they are added to the profile with the full list price indicated as the value. It would be good to easily be able to refer to how much they actually paid instead of having to go through their orders to find the original purchase.