Expired Card Report/ Client Filter
We need a way to easily identify clients who have an expired card on file without having to open each individual client profile.
It would be extremely helpful to have either:
A client filter for expired cards
A report/export showing clients with expired cards
The ability to filter by card expiration date (expired, expiring soon, etc.)
This would save our team a significant amount of time, especially when we have a large client database. We need to be able to identify clients with expired cards so we can proactively ask them to update their payment information before their upcoming appointments.
It would also be helpful if the report included the client name, phone number, email, and card expiration date.
Use case: We currently have to go into each client profile individually to check whether their card is expired, which is very time-consuming. A bulk filter or report would make this process much faster and more efficient.