Notify clients to update credit cards
Allow me to send a notification to clients having them update their credit card information on the client portal.
6
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Janelle Gray
commented
The admin is alerted when a credit card expires. Can that same alert go to the client via email? Thank you.
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Alexandra Grobicki
commented
Create an automatic way to send a message to a client to add a new card to the client portal vs having to manually create messages. Like a "request credit update" button. Even better would be an automatic message sent to the client if a card fails to process!