Client Credit system

Healthie's credits system makes it easy to track how many sessions a client has purchased and has remaining at any given time. In Healthie, one credit equals one session, for a specific appointment type, that a client could book with you. 

IN THIS ARTICLE:


Connect Credit System with Client Packages

Many providers opt to connect their credits with their Client Packages. This is useful whether you charge for services, or use Packages as a vehicle to bundle free services that you offer. 

When you Build a Client Package, you'll be asked to incorporate the number of sessions that a package includes. When a client purchases this package, Healthie will add the corresponding amount of credit to that client's account. Moreover, If you select "Session Renews Each Billing Cycle" each billing cycle will give your client however many clients were included in the package. For example, if you sell 3 follow-up sessions in a monthly package, each month that a client is billed, a client will have 3 credits for a follow-up session added to their account.

At this time, it not possible for credits to expire after a certain amount of time. 


Track Client Credit

You can view a Client's Credit in two places:

Within a client's profile, on the "Overview" tab

In Billing, by navigating to Billing > Client Packages > More > Client Credit > Select Client

Notes: 

  • Clients who have not purchased packages will still be listed here, but no credit will appear on their page, unless you or a team member have manually added 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, either on the client packages page or the client profile page


Prevent clients from booking without credit

If you would like to ensure that clients are only able to book a session with you when they have purchased credits for a session, you can enable "Prevent No Credit Booking" in your Settings

Once enabled, Clients will only be able to book for appointment types in which they have credits available.  

When a client's credits reach 0, the Client will see a message indicating that they do not have sufficient credit, and they will be able to Navigate to Client Packages to purchase more Credits. 


Credits Report

Healthie's Reports section includes a detailed Report for Client Credits which you can use for business analysis and reporting. 


Transferring credits between clients

There may be an instance in which you'd like clients to be able to transfer their credits to another client. For example, if you are working with multiple family members, you may allow for one family member to transfer remaining credits to another client. 

In this instance, we recommend making manual adjustments to both clients' credit banks individually:

  • Step 1: Select the client that is GIVING credits to another client. Make a manual deduction of the number and type of appointment that is being adjusted. 
  • Step 2: Select the client that is RECEIVING credits from another client. Make a manual addition of the number and type of appointment that is being adjusted.

Clients will not be notified that this adjustment has occurred, so you may want to message both clients about this adjustment. These changes will be immediately made in both client accounts when you save these changes.


How clients can view their remaining credits

Clients are able to view their credits by logging into their Web portal > Calendar

They will also be able to purchase Client Packages, that can add more credits to their bank, if you have set up your Client Packages to include Credits. 


Negative credits

If you see that a Client has negative credits, it means that a client has booked an appointment with you, without having Credits in their bank. 

If you are actively using the credit system and notice negative credits, we recommend confirming that your client has paid for all services rendered, and manually adjust the Credits for this client. If you'd like you can also enable "Prevent No Credit Booking" within your Settings to prevent negative credits from occurring again.

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