Client Credits System
Track how many prepaid sessions a client has purchased and has remaining for each appointment type, deducting one credit per booking. Configure whether clients can book without credits, whether a cancelled appointment refunds its credit, and view a full credit history per client. Credits are earned by purchasing a Client Package that includes sessions.
Built by Core Engineering
The problem it solves
Manually tracking how many prepaid sessions each client has left, and remembering to check before letting them book another one, doesn't scale past a handful of clients. The Client Credits System solves this by automatically deducting a credit at booking and blocking or flagging bookings once a client's balance runs out, based on the practice's own rules.
What's included
- Account-wide credit system toggle from Appointment Settings
- Per-appointment-type credit tracking, with one credit equaling one bookable session
- Configurable booking behavior when a client has zero credits (allow or block)
- Configurable credit refund on appointment cancellation
- Detailed per-client credit history, viewable from the Client Profile
How it works
An admin enables the Credit System from Appointment Settings, which applies the feature account-wide to all clients. As clients purchase Client Packages containing appointment sessions, credits are added to their balance for the relevant appointment type; booking that appointment type automatically deducts one credit. Admins configure whether clients without credits can still book (resulting in negative credits) or are blocked and directed to purchase a package, and whether cancelling an appointment refunds the credit. A client's Credits section on their profile shows current balances by appointment type, and clicking into a specific credit shows its full earn/use history. Booking via a shared calendar link or embed outside Healthie bypasses the credit check, so clients can still book without available credits through those channels. Disabling the Credit System entirely from Appointment Settings automatically archives any active Client Packages that include credits; those packages can be unarchived later if the Credit System is re-enabled.
The Client Credits System lets practices track how many prepaid sessions a client has available for each appointment type, with one credit equaling one bookable session of that type. It's built for practices selling packages of sessions who want booking to automatically draw down a client's remaining balance instead of tracking usage manually. Admins turn the credit system on or off account-wide from Appointment Settings, and can configure whether clients are blocked from booking with zero credits, whether a credit is refunded when an appointment is cancelled, and whether negative credits are allowed. Credits are earned when a client purchases a Client Package that includes appointment sessions, and a dedicated Credits section on the Client Profile shows current balances and a full history of how each credit was earned or used.