ORALZY
How-to

Patient ke loyalty points kaise dekhe aur haath se kam-zyada kaise kare?

Billing β†’ Plans & Memberships β†’ Memberships β†’ "πŸ‘₯ Active Members" β†’ patient ki row par ⭐ β†’ "Current balance N pts" aur poori history dikhti hai. Badalne ke liye "+/- pts" me +50 ya -50 likho, "Reason (optional)" bharo β†’ "Adjust". Entry "Manual adjustment" naam se judti hai.

Where in ORALZY: Billing β†’ Plans & Memberships β†’ Memberships β†’ Memberships & Loyalty Β· Mobile: Billing β†’ Plans & Memberships β†’ Memberships

History me har entry: "Earned on payment", "Redeemed", "Manual adjustment", "Membership bonus" β€” note aur date ke saath, + hara / βˆ’ laal. Kuch na ho to "No point activity yet." Khaali ya 0 likhne par "Enter points (+ or -)". Balance 0 se neeche nahi jaata. Galat entry delete nahi hoti β€” ulta adjust karo (+50 ke badle -50). Payment void / refund hone par points apne aap nahi katte β€” yahan se minus karo. Points ki koi expiry nahi hai. Program OFF karne par naye points judna band hota hai, purana balance rehta hai aur chart ka "⭐ N pts" chip chhup jaata hai. Koi bhi logged-in staff adjust kar sakta hai. ⭐ sirf membership wale patients ki row par hai. Mobile: Memberships β†’ "Members" β†’ ⭐ β†’ "+/- pts" + "Reason" β†’ "Add".

Quick steps

  1. "πŸ‘₯ Active Members" β†’ patient ki row par ⭐
  2. Balance aur history dekho
  3. "+/- pts" me +N ya -N, Reason likho β†’ "Adjust"

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