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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Nov 18, 2022

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.
App Type TheraNest Client Portal
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  • Guest
    Reply
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    Nov 13, 2023
    The admin is alerted when a credit card expires. Can that same alert go to the client via email? Thank you.
  • Guest
    Reply
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    Nov 14, 2022
    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!