Share payment info across family and couple client records

Connect Multiple Contract Information Payment Information

Allow payment information (credit card details) entered for one client to be connected to related client records, such as couples and families seen together and in individual sessions, so it does not have to be re-entered in every chart. In one family, the son and the parents are seen as a couple and occasionally individually, and they had to enter the credit card info three times in order to properly pay, which the customer describes as redundant and confusing and frustrating for clients.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

Client Billing

Tags

client payments

Date

About 2 hours ago

Author

Michael Osborne

Subscribe to request

Get notified by email when there are changes.