ORALZY
How-to

Case Acceptance Meter band karna ya EMI down % badalna ho to kaha kare?

Setup → Settings → Billing → Bill Settings (GST, UPI, bank) → "📈 Case Acceptance Meter" card: "Show Case Acceptance Meter to dentists" tick hatao (band) ya lagao (chalu); "EMI follow-up trigger — days after presented" (1–90, default 7), "EMI down-payment %" (default 25), "Monthly instalments (after down)" (1–36, default 3) bharo → Save.

Where in ORALZY: Setup → Settings → Billing → Bill Settings (GST, UPI, bank)

Meter band karne par Clinic Health page ke upar wali meter patti aur purane treatment section ki meter patti chhup jaati hai, aur roz ka auto EMI follow-up bhi ruk jaata hai. Neeche ka "Case Acceptance — Clinic Funnel" page phir bhi dikhta hai. Down % aur mahine "Send EMI" ke message aur auto follow-up dono me lagte hain. Ye settings sirf owner / admin save kar sakte hain.

Quick steps

  1. Setup → Settings → Billing → Bill Settings (GST, UPI, bank) kholo
  2. "📈 Case Acceptance Meter" card tak scroll karo
  3. "Show Case Acceptance Meter to dentists" aur EMI ke teen number set karo
  4. Save dabao

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