To have Metabolic Balance offered for clients to book in for, it will need to be created as a service. The common service set up we see is as below:
To add these services, got to Services -> click Add New in the top right.
The following information is required when creating a new service.
1) Service Name
2) Category – The Service Category is used when determine which reminder or confirmation template to send to the client. You can link services to previous categories or create new ones by typing in a new category name.
3) User
4) Invoicing Details – You have the option to search for an existing item or by clicking on Add New Invoice Item will mean that you can create a new invoice item from the same screen. This defines which invoice item is used in creating the invoice.
5) Duration minutes – This is the duration in minutes that the services take. This determines how long the diary will be blocked for when creating an event.
6) Online Booking – this will exclude a service from showing in the online booking menu.
7) Cancellation Notice
8) Cancellation Amount
Once that has been done, decide on the payment options you will be offering to the client.
Will it be paid in instalments?
Will it be an upfront payment?
Many practitioners are choosing the upfront payment option as it makes it easier.
For recurring payment setup, click here.
For those opting to do an upfront payment, go to inventory -> items -> add.
Add the following item:
Name: Metabolic Balance Upfront Payment
Category: Metabolic Balance Upfront Payment
Supplier: Your business name
Tax settings: GST inc
Type: Service
Click SAVE.
From here, go to the patient record -> Click invoice -> Search to add Metabolic Balance Upfront Payment -> Process payment.
Once the upfront payment is processed, raise a credit voucher for the client so you can track the redemptions for each visit.
To create a voucher, go to the patient record -> Record -> Voucher -> click Generate -> Add an amount and a reason for the credit.
Once done, you can chip away at the credit for each subsequent appointment the client comes back for.