Set up credit rollover
Carry unused sessions or credit into the next period so patients don't lose what they paid for.
Table of Contents
Rollover lets patients keep what they didn't use when a perk renews, rather than losing it.
Turn it on
Open the plan under Setup, Memberships.
Add or open a perk under Membership Perks.
For a Service perk, choose a renewal under Sessions renew and tick Usage rollover.
Save the plan.
The perk needs a set number of sessions and a renewal period. Unlimited perks have nothing to roll over.
See it on a patient
The perk on the patient's membership card shows how many sessions rolled over from earlier cycles, next to what is left now.
Up next
Next, read Add a one-time enrolment fee.