Linking your Visit Log to Paid Services

When using appointment presets and marking a visit as complete, the system can now automatically decrement the corresponding visit type from the client’s profile under the services tab. This ensures accurate tracking of service usage and maintains consistency with predefined visit limits.

By reducing the visit count in real-time, administrators and clients can easily monitor service progress and ensure that visit allocations remain up to date. This streamlined process enhances efficiency and provides a clearer view of service utilization, helping to prevent overbookings and maintain accurate service records.

In order to automatically track your visits in the service tab of a client profile, you'll need to follow these steps to link correctly:

1. Services: Update the services and package to mark each type of service to a unit, visit or hour in order to track correctly. Go to your Billing tab>Services, and click on each service to add a unit.

2. Preset Appointments: In your Templates>Appointments tab, create new appointment presets or edit existing ones to link the service to the appointment type so it can be tracked!

3. Invoice & Services: Invoice a client for their desired services or packages. Once the invoice is paid (even partially), it will show up in the services tab so that you can automatically (or manually if not linked) track services as they are used from that invoice.

   

   4. Schedule Visits: When you are scheduling a new visit for that client, be sure to select from the preset options in order to link that visit to the service that client has paid for. When the visit is finished, and marked as "completed", it will then remove that unit, visit, or hour from the service tab in their client profile!

   

   

   
   

   

   Watch this full video here to walk you through adding units to services, linking them to appointment templates, and then scheduling the visit with a client: