How can I enable credit card expiration reminders?

You can receive reminders any time that a patient's/client's credit card is nearing the expiration date. Patients/clients can also be sent automatic reminders when their credit cards are near the expiration date. Read on to learn how to enable this: 

1. Click on ''Financial''. 

2. Click on ''Credit Cards''. 

3. Click on the checkbox for the option that you'd like to enable. Your changes are saved automatically. 

That's it! If you have any questions, please contact us.