Indicate if allowed to charge saved credit card
Allow me to notate if we have permission to charge a client's saved credit card. Our clients must sign a credit card authorization form before we can charge their card. When clients pay online and save their card, it populates in TheraNest but they may not have given us permission to use it.
1
vote
AdminSarah M
(Admin, theranest)
shared this idea
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Meg Curtin Rey-Bear
commented
Add a feature to the ledger page that allows therapist to check a box when the client has approved use of their credit card so that this is easily communicated between therapists and staff. This is essential for smaller businesses that don't have extra admin staff