A CC Expiration Tracker
V
Valerie Peppers
Along with the session tracker, it would be WONDERFUL if we could track when CCs on file are about to expire. This would give us time to ensure the CC on file is updated in the system prior to the client potentially missing an appointment and sinking additional Admin hours into trying to rush and update the payment method.
A
Amy Zipp
In the dashboard, there is an option to add a box that shows “Potential Card Issues” & you have the option to hide/show new clients. You might need to select “edit dashboard” to see this option in the dashboard.
A
Amy Zipp