Deep Dive: Credits Report
You can pull a detailed Client Credit's report under the reports section in Healthie. As a quick reminder, each credit in Healthie equals one appointment a client can book. Every time an appointment is booked, a credit is automatically removed.
This article provides more detail about managing client credits.
IN THIS ARTICLE:
Benefits of the Credits Report
This report is designed to show you how many credits your clients have left to book specific appointments with you and your organization.
This is valuable for:
- Seeing who has zero credits to reach out to see if they want to purchase more credits
- Seeing who is almost out of credits so you can bring it up during the last session
- Seeing who has a lot of credits/appointment they need to use
Accessing the Credits Report
- Navigate to reports
- Click on Organization Client Credits
- Scroll to the top of the page and you will see a green bar
- Select the "Generated Reports Link" (you might need to refresh the page after a few minutes if it does not appear immediately."
- Click the three dots next the csv in Documents and click download.