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Redeeming Service Credits from Packages, Memberships, and Promotions

Updated over a year ago

Understanding Patient Credits in the Prosper System

  1. Patient Wallet Credits

    • Dollar value credits visible in patient wallet.

    • Details of balance breakdown available upon clicking.

    • Transactions tab shows changes in wallet balance.

  2. Types of Credits

    • Dollar credits usable for any Prosper system purchase.

    • Service credits specific to certain services or memberships.

    • Icons indicate gift card or package credits.

  3. Redeeming Credits

    • Credits visible during patient checkout in schedule view.

    • Credits automatically applied to services in checkout process.

    • Apply invoice coupons button used to redeem credits.

  4. Using Multiple Coupons

    • Multiple coupons can be applied if service quantity is more than one.

    • Ability to add tip if service is gratuity eligible.

  5. Finalizing Checkout

    • Pay Now button used for non-gratuity eligible services.

    • Mark invoice as paid to finalize credit redemption.

    • Redeemed coupons removed from patient's wallet after checkout.

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