Healthie's client credit system makes it easy for providers to track how many sessions a client has purchased / remaining at any given time. 

How do I track client credit? 

For instance, if a client has bought 9 sessions, you can see how many they have used / have remaining by going to Billing --> Client Packages --> More --> Manage Client Credit. 

On this page, you may choose the client’s name from a dropdown box at the top of the page. Clients who have not purchased packages will still be listed here, but no credit will appear on their page. On your client’s page, you may see what packages they have purchased and you have the option to edit their remaining credit.

Credit stems from the number of appointment sessions you have added to a particular package. You can manually override these numbers by entering in a new number. 

Did this answer your question?