Wallet Settings

Managing Patient Wallet Settings and Expirations

  1. Go to settings
  2. Click on POS
  3. Select Patient/Client loyalty
  4. Click on the left wallet settings
  5. For example if you want the free monthly facial to expire after 3 months you will add in the expiration for 90 days. 
  6. Once you have everything set up the way you wish, hit save! 
Note- this rule is applied to any items that go into the wallet regardless if they were added in via membership. 

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