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Add a Token Card to a Client's Profile
Add a Token Card to a Client's Profile
Marili GOrendezvous avatar
Written by Marili GOrendezvous
Updated over 4 months ago

To add a token card to a client's profile, follow these steps:

1. Click on Clients

2. Select the desired client

3. Click on Token Cards

4. Click on Add.

5. Select the desired token card in the drop-down menu

6. Here, you can adjust how many tokens that have already been used, if needed

7. Save


Follow these steps to charge the token card to the client:

9. You can now view the status of the token card and edit the Valid From Date and Expiration date, whenever it is needed.

10. Click on Invoice to view the invoice for this business card

11. Click on Apply to Upcoming Visits if a client already has appointments created and would like to apply this token card as payment for these

12. Click on Save


Please note that when the client is going to book any service (or a specific one(s), if you restricted on which service(s) the token card can be used), the visit is going to be automatically deducted from the token card. This is especially useful to keep track of how many visits have been consumed by the client.

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