All Collections
COVID-19
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 a week ago

To add a prepaid pass 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 indicate how many tokens were already used (if you are converting it from a physical card, for example)

7. Save

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

1. Click on the name of the card

2. Click on Invoice to visualize the invoice

3. Decide if you want to apply this token card to all upcoming visits, already scheduled with this client

4. Don't forget to Save!

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.

Did this answer your question?