This article shows how you can assign a TreatCard to a client who doesn't already have one.
It is not currently possible to automatically assign TreatCard numbers to clients. TreatCards must be assigned to clients using one of the methods described in the guide below.
In this Article
Automatic Prompt to Give a Client a TreatCard
If a client doesn't already have a TreatCard, you can enable a prompt to appear on-screen at check-in or when the client goes to pay for their appointment, asking if you'd like to give them a TreatCard.
To assign a TreatCard to the client, scan the TreatCard barcode with your barcode scanner or type the TreatCard number into the Scan field, then click OK.
If you do not want to assign a TreatCard to the client, leave the field blank and click OK.
This prompt is not currently available in PhorestGo.
Enabling the Prompt
Go to Marketing > TreatCard > Open the Settings tab. Choose an option from the dropdown menu to define when you would like the prompt to appear. Click Save changes.
What Does it Look Like?
On Check In
On Pay
If the setting On Check In and Pay is enabled, the prompt will appear only once per appointment. It will display at either Check In or Pay, but not both.
Manually Assigning a TreatCard Number to a Client
If you prefer to manually assign a TreatCard number to a client directly in their client card, you can do so by going to Clients, then searching for and clicking on a client to open their client card.
Click on the TreatCard section, then assign a Card Number. You can manually enter the number, scan it, or click Generate to let Phorest automatically create a number that is not already in use.