Skip to Main Content
TheraNest Ideas Portal
Status Completed
Categories Reporting
Created by Guest
Created on May 4, 2018

Credit card on file report

can you add a credit card on file or not on file indicator to our export client data?
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We're excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid that includes a column for client Card on File. Filter this column by Yes, No or All to see if clients have an authorized/verified credit card on file. Learn more about this update in our Knowledge Base. https://help.theranest.com/en/articles/3904172-features-and-functions-of-the-client-list Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
  • Attach files
  • Guest
    Reply
    |
    Jun 5, 2019
    Is there an option where we can see on the calendar that a credit card is on file--without having to look it up every time?