.png)
The problem it solves
Programs that include a set number of visits rely on staff to add credits for each new client. Until that happens, clients can't book, and manual entry leads to wrong or missing credit counts.
What's included
- Automatic run when a new client is enrolled
- Credits assigned per appointment type (for example, physician and dietitian visits)
- Configurable credit counts per appointment type
- Supports different credit bundles for different enrollment tracks
How it works
Trigger: a new client is enrolled. Steps: determine the client's enrollment track if more than one is configured, then add the configured number of visit credits for each included appointment type to the client's account.
Assign Visit Credits on Enrollment gives each new client the visit credits their program includes as soon as they enroll, so they can book without waiting on staff. It's built for organizations selling programs with a fixed number of visits, and requires Automate and Billing. Credit counts are configured per appointment type, and different enrollment tracks can receive different bundles.