ORALZY
How-to

Family Card renew kaise kare?

Billing β†’ Plans & Memberships β†’ Family Card β†’ family par click ("πŸ“‡ Detail") β†’ "πŸ’³ Current Plan" me "Renew" β†’ "Renew membership for one more cycle?" β†’ OK. Expiry ek cycle (Yearly = 1 saal, Monthly = 1 mahina) aage badhti hai aur free cleanings / consults ki ginti reset ho jaati hai.

Where in ORALZY: Billing β†’ Plans & Memberships β†’ Family Card β†’ Family Health Card Β· Setup β†’ Settings β†’ Auto Messages β†’ Patient Messages (on/off)

Card abhi chal raha ho to nayi expiry purani expiry se judti hai; expire ho chuka ho to aaj se. Renew se bill NAHI banta β€” paisa lena ho to head ke naam Billing β†’ Bills β†’ "New Bill" se bill banao (card chal raha ho to us fee line par bhi card ka % katega). Cycle aur daam wahi rehte hain jo pehli sale par the. Koi bhi logged-in staff renew kar sakta hai. Card apne aap renew nahi hota (auto-charge ke liye payment mandate kisi screen se set nahi hota) β€” expiry se pehle WhatsApp reminder ke liye Setup β†’ Settings β†’ Auto Messages β†’ Patient Messages (on/off) me "Family Health Card renewal nudge + auto-charge receipts" ON karo. Mobile: Family Card β†’ Detail β†’ "Renew".

Quick steps

  1. Family Card β†’ family par click β†’ "πŸ“‡ Detail"
  2. "Renew" β†’ OK
  3. Renewal ka paisa: Billing β†’ Bills β†’ "New Bill" se head ke naam bill

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