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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jun 7, 2022

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.
App Type TheraNest App
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  • Guest
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    May 26, 2022
    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