Create prepaid visits column in client roster sheet
Create prepaid visits column in client roster sheet
You can't check prepaid visit balances when upcoming daycare bookings aren't in your client sheet. Add a prepaid visits column so coordinators and billing reconcile before visits.
Overview
When prepaid balances aren't visible at drop-off, coordinators and billing scramble and reconciliation slips. This flow ensures a prepaid-visits column is added to your client roster when appointments approach, so staff can reconcile before the visit.