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    How to give a Treatcard to a new client

    Its quite easy to assign a new treatcard to a client. To adjust the settings for the Treatcard system, go to:

    Marketing>treatcard



    Click on the Settings button

    Then you can choose to add a prompt on Check in or Pay to add a new treatcard:

    The following example shows how to add a new treatcard to a client with the Alert On Check in box ticked (as illustrated in the screen shot above):

    When the new client arrives for their booked appointment, simply check them in as normal

    You will then get a pop up asking, "would you like to give <The client> a Treatcard?"

    Simply scan in a treatcard for the client and select the "OK" button

    Once the number of the card has scanned, click the OK button

    The Client is now active on the system

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