A service pre -payment option has been added to the software. It is an optional setting.
If you do not want to schedule a session (single or group) if the client has not pre-paid for the session all you have to do is enable "Pre-payment of services" and set a single session threshold and group session threshold amount.
The single and group thresholds are amounts that you define and represent a minimum credit on the account required to allow the client to be added to the session. For example; if Client A has an account credit ( prepaid amount ) of $50.00 and the single threshold value is $25.00, Client A can be added to the session. Alternatively, if Client A has a $0.00 credit balance, then Client A can NOT be added to the
session.
Those clients who do not have sufficient credits on their account will be grayed-out or disabled from the dropdown list. In addition, there is a warning, " *** PAYMENT REQUIRED *** " that is clearly visible next to their names. This feature also extends to editing sessions (single and group sessions).
This feature prevents sessions from being added when a minimum credit balance is insufficient. It is up to you to take follow-up actions to rectify the issue. This is the extent of this feature.
To access this feature click SETTINGS from the main menu, then select SYSTEM from the sub-menu. Towards the bottom of the page you will see the "Service Pre-Payment" options.
